IVLU vs WDMF vs EMXC

  • IVLU
  • WDMF
  • EMXC

IVLU, WDMF and EMXC hold at least 1,325 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

IVLUWDMFEMXC
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.25%
Fund size$28.0m$154.0m$375.0m
Holdings408493649
1Y price return--+8.1%+34.5%
Distribution yieldNot yet3.37%1.33%
Look-through coverage99.6%99.3%99.4%

Return, last year

change since the start
share of each fund
  • IVLU
  • WDMF
  • EMXC
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3IVLUnot heldWDMFnot heldEMXC19.3%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%WDMF1.1%EMXCnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3IVLUnot heldWDMFnot heldEMXC9.5%
  • 000660 SK HYNIX INCIn 1 of 3IVLUnot heldWDMFnot heldEMXC7.3%
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldWDMF5.7%EMXCnot held

and 1,315 more companies the funds hold

How alike they are

Keep going

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