IMTM vs WDMF vs WRLD vs CFLO

  • IMTM
  • WDMF
  • WRLD
  • CFLO

IMTM, WDMF, WRLD and CFLO hold at least 1,332 companies between them. 21 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

IMTMWDMFWRLDCFLO
FundiSharesiSharesBetaSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.54%0.40%
Fund size$16.0m$154.0m--$26.0m
Holdings3694931196213
1Y price return--+8.4%+8.1%+12.2%
Distribution yieldNot yet3.37%0.26%2.89%
Look-through coverage98.9%99.3%99.9%99.7%

Return, last year

change since the start
share of each fund
  • IMTM
  • WDMF
  • WRLD
  • CFLO
  • NVDA NVIDIA CORPIn 3 of 4IMTMnot heldWDMF5.7%WRLD6.0%CFLO4.2%
  • MU MICRON TECHNOLOGY INCIn 3 of 4IMTM5.5%WDMF1.1%WRLD1.4%CFLOnot held
  • AAPL APPLE INCIn 2 of 4IMTMnot heldWDMF5.1%WRLD5.3%CFLOnot held
  • PANW PALO ALTO NETWORKS INCIn 3 of 4IMTM0.8%WDMFnot heldWRLD0.4%CFLO5.3%
  • PLTR PALANTIR TECHNOLOGIES INCIn 3 of 4IMTMnot heldWDMF0.4%WRLD0.4%CFLO4.9%

and 1,322 more companies the funds hold

How alike they are

Show the other 2

Keep going

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