IMTM vs WDMF vs ESTX

  • IMTM
  • WDMF
  • ESTX

IMTM, WDMF and ESTX hold at least 688 companies between them. 8 are in every one of them, and IMTM and WDMF are the most alike: 26% of each is the same companies.

Side by side

IMTMWDMFESTX
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.35%
Fund size$16.0m$154.0m$435.7m
Holdings36949350
1Y price return--+8.1%−5.1%
Distribution yieldNot yet3.37%7.51%
Look-through coverage98.9%99.3%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • WDMF
  • ESTX
  • ASML ASML HOLDING NVIn all 3IMTM2.7%WDMF0.7%ESTX10.4%
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldWDMF5.7%ESTXnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%WDMF1.1%ESTXnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldWDMF5.1%ESTXnot held
  • SIE SIEMENS AG-REGIn 2 of 3IMTMnot heldWDMF<0.1%ESTX4.5%

and 678 more companies the funds hold

How alike they are

Keep going

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