IVLU vs WDMF vs VISM vs CNEW

  • IVLU
  • WDMF
  • VISM
  • CNEW

IVLU, WDMF, VISM 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

IVLUWDMFVISMCNEW
FundiSharesiSharesVanguardVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.32%0.95%
Fund size$28.0m$154.0m$753.9m$81.0m
Holdings4084933715121
1Y price return--+8.1%+0.4%−6.9%
Distribution yieldNot yet3.36%8.16%0.79%
Look-through coverage99.6%99.3%99.2%99.9%

Return, last year

change since the start
share of each fund
  • IVLU
  • WDMF
  • VISM
  • CNEW
  • MU MICRON TECHNOLOGY INCIn 2 of 4IVLU16.3%WDMF1.1%VISMnot heldCNEWnot held
  • NVDA NVIDIA CORPIn 1 of 4IVLUnot heldWDMF5.7%VISMnot heldCNEWnot held
  • AAPL APPLE INCIn 1 of 4IVLUnot heldWDMF5.1%VISMnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 1 of 4IVLUnot heldWDMF3.9%VISMnot heldCNEWnot held
  • GOOG ALPHABET INC-CIn 1 of 4IVLUnot heldWDMF3.5%VISMnot heldCNEWnot held

and 4,473 more companies the funds hold

How alike they are

Show the other 2

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