ISMD vs CFLO vs WDMF vs CNEW

  • ISMD
  • CFLO
  • WDMF
  • CNEW

ISMD, CFLO, WDMF and CNEW hold 942 companies between them. None is in every one of them, and CFLO and WDMF are the most alike: 17% of each is the same companies.

Side by side

ISMDCFLOWDMFCNEW
FundGlobal XBetaSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.45%0.40%0.35%0.95%
Fund size--$26.0m$154.0m$81.0m
Holdings298213493121
1Y price return+1.4%only priced since 2026-07-20+12.2%+8.4%−6.6%
Distribution yieldNot yet2.89%3.37%0.77%
Look-through coverage99.5%99.7%99.3%99.9%

Return, last year

change since the start
share of each fund
  • ISMD
  • CFLO
  • WDMF
  • CNEW
  • NVDA NVIDIA CORPIn 2 of 4ISMDnot heldCFLO4.2%WDMF5.7%CNEWnot held
  • PANW PALO ALTO NETWORKS INCIn 1 of 4ISMDnot heldCFLO5.3%WDMFnot heldCNEWnot held
  • AAPL APPLE INCIn 1 of 4ISMDnot heldCFLOnot heldWDMF5.1%CNEWnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 2 of 4ISMDnot heldCFLO4.9%WDMF0.4%CNEWnot held
  • CRWD CROWDSTRIKE HOLDINGS INCIn 2 of 4ISMDnot heldCFLO4.4%WDMF0.2%CNEWnot held

and 932 more companies the funds hold

How alike they are

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