IMTM vs IVLU vs WVOL vs VISM

  • IMTM
  • IVLU
  • WVOL
  • VISM

IMTM, IVLU, WVOL and VISM hold at least 4,481 companies between them. None is in every one of them, and IMTM and IVLU are the most alike: 27% of each is the same companies.

Side by side

IMTMIVLUWVOLVISM
FundiSharesiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.25%0.25%0.32%
Fund size$16.0m$28.0m$75.0m$753.9m
Holdings3694084303715
1Y price return----+3.7%+0.4%
Distribution yieldNot yetNot yet2.08%8.16%
Look-through coverage98.9%99.6%99.3%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVLU
  • WVOL
  • VISM
  • MU MICRON TECHNOLOGY INCIn 3 of 4IMTM5.5%IVLU16.3%WVOL0.2%VISMnot held
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 4IMTM4.5%IVLUnot heldWVOL0.3%VISMnot held
  • CSCO CISCO SYSTEMS INCIn 3 of 4IMTM1.8%IVLU3.1%WVOL0.8%VISMnot held
  • INTC INTEL CORPORATIONIn 2 of 4IMTM3.0%IVLUnot heldWVOL<0.1%VISMnot held
  • ASML ASML HOLDING NVIn 2 of 4IMTM2.7%IVLUnot heldWVOL0.7%VISMnot held

and 4,471 more companies the funds hold

How alike they are

Show the other 2

Keep going

See IMTM + IVLU + WVOL + VISM as one portfolioEvery company, where you'd own it twiceWhat moved IMTM this monthIts biggest gains and falls, by company