IAA vs WDMF vs ESTX

  • IAA
  • WDMF
  • ESTX

IAA, WDMF and ESTX hold 546 companies between them. None is in every one of them, and WDMF and ESTX are the most alike: 4% of each is the same companies.

Side by side

FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.29%0.35%0.35%
Fund size$1.3b$154.0m$435.7m
Holdings6549350
1Y price return+39.0%+8.1%−5.1%
Distribution yield1.45%3.37%7.51%
Look-through coverage99.5%99.3%100.0%

Return, last year

change since the start
share of each fund
  • IAA
  • WDMF
  • ESTX
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IAA28.0%WDMFnot heldESTXnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3IAA13.7%WDMFnot heldESTXnot held
  • 000660 SK HYNIX INCIn 1 of 3IAA11.4%WDMFnot heldESTXnot held
  • ASML ASML HOLDING NVIn 2 of 3IAAnot heldWDMF0.7%ESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IAAnot heldWDMF5.7%ESTXnot held

and 536 more companies the funds hold

How alike they are

Keep going

See IAA + WDMF + ESTX as one portfolioEvery company, where you'd own it twiceWhat moved IAA this monthIts biggest gains and falls, by company