IMTM vs WDMF vs IWLD

  • IMTM
  • WDMF
  • IWLD

IMTM, WDMF and IWLD hold at least 974 companies between them. 67 are in every one of them, and WDMF and IWLD are the most alike: 39% of each is the same companies.

Side by side

IMTMWDMFIWLD
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.09%
Fund size$16.0m$154.0m$1.5b
Holdings369493618
1Y price return--+8.1%+7.4%
Distribution yieldNot yet3.36%1.33%
Look-through coverage98.9%99.3%99.7%

Return, last year

change since the start
share of each fund
  • IMTM
  • WDMF
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldWDMF5.7%IWLD11.6%
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldWDMF3.9%IWLD8.0%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%WDMF1.1%IWLDnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldWDMF5.1%IWLDnot held
  • AMD ADVANCED MICRO DEVICES INCIn all 3IMTM4.5%WDMF0.9%IWLD2.2%

and 964 more companies the funds hold

How alike they are

Keep going

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