IVLU vs IMTM vs WDMF

  • IVLU
  • IMTM
  • WDMF

IVLU, IMTM and WDMF hold at least 855 companies between them. 57 are in every one of them, and IVLU and IMTM are the most alike: 27% of each is the same companies.

Side by side

IVLUIMTMWDMF
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.25%0.35%
Fund size$28.0m$16.0m$154.0m
Holdings408369493
1Y price return----+8.1%
Distribution yieldNot yetNot yet3.37%
Look-through coverage99.6%98.9%99.3%

Return, last year

change since the start
share of each fund
  • IVLU
  • IMTM
  • WDMF
  • MU MICRON TECHNOLOGY INCIn all 3IVLU16.3%IMTM5.5%WDMF1.1%
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldIMTMnot heldWDMF5.7%
  • AAPL APPLE INCIn 1 of 3IVLUnot heldIMTMnot heldWDMF5.1%
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 3IVLUnot heldIMTM4.5%WDMF0.9%
  • MSFT MICROSOFT CORPIn 1 of 3IVLUnot heldIMTMnot heldWDMF3.9%

and 845 more companies the funds hold

How alike they are

Keep going

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