IVLU vs WDMF vs IVHG

  • IVLU
  • WDMF
  • IVHG

IVLU, WDMF and IVHG hold at least 735 companies between them. 126 are in every one of them, and IVLU and IVHG are the most alike: 99% of each is the same companies.

Side by side

IVLUWDMFIVHG
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.28%
Fund size$28.0m$154.0m$4.0m
Holdings408493439
1Y price return--+8.1%--
Distribution yieldNot yet3.37%Not yet
Look-through coverage99.6%99.3%99.5%

Return, last year

change since the start
share of each fund
  • IVLU
  • WDMF
  • IVHG
  • MU MICRON TECHNOLOGY INCIn all 3IVLU16.3%WDMF1.1%IVHG16.3%
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldWDMF5.7%IVHGnot held
  • AAPL APPLE INCIn 1 of 3IVLUnot heldWDMF5.1%IVHGnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVLUnot heldWDMF3.9%IVHGnot held
  • GOOG ALPHABET INC-CIn 1 of 3IVLUnot heldWDMF3.5%IVHGnot held

and 725 more companies the funds hold

How alike they are

Keep going

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