IVLU vs VISM vs WDMF vs CNEW

  • IVLU
  • VISM
  • WDMF
  • CNEW

IVLU, VISM, WDMF and CNEW hold at least 4,483 companies between them. None is in every one of them, and IVLU and WDMF are the most alike: 17% of each is the same companies.

Side by side

IVLUVISMWDMFCNEW
FundiSharesVanguardiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.35%0.95%
Fund size$28.0m$753.9m$154.0m$81.0m
Holdings4083715493121
1Y price return--+0.4%+8.1%−6.9%
Distribution yieldNot yet8.17%3.37%0.77%
Look-through coverage99.6%99.2%99.3%99.9%

Return, last year

change since the start
share of each fund
  • IVLU
  • VISM
  • WDMF
  • CNEW
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVLU16.3%VISMnot heldWDMF1.1%CNEWnot held
  • NVDA NVIDIA CORPIn 1 of 4IVLUnot heldVISMnot heldWDMF5.7%CNEWnot held
  • AAPL APPLE INCIn 1 of 4IVLUnot heldVISMnot heldWDMF5.1%CNEWnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVLUnot heldVISMnot heldWDMF3.9%CNEWnot held
  • GOOG ALPHABET INC-CIn 1 of 4IVLUnot heldVISMnot heldWDMF3.5%CNEWnot held

and 4,473 more companies the funds hold

How alike they are

Show the other 2

Keep going

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