VISM vs WDMF vs CNEW vs WVOL

  • VISM
  • WDMF
  • CNEW
  • WVOL

VISM, WDMF, CNEW and WVOL hold at least 4,458 companies between them. None is in every one of them, and WDMF and WVOL are the most alike: 30% of each is the same companies.

Side by side

VISMWDMFCNEWWVOL
FundVanguardiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.35%0.95%0.25%
Fund size$753.9m$154.0m$81.0m$75.0m
Holdings3715493121430
1Y price return+0.4%+8.1%−6.9%+3.7%
Distribution yield8.17%3.37%0.77%2.09%
Look-through coverage99.2%99.3%99.9%99.3%

Return, last year

change since the start
share of each fund
  • VISM
  • WDMF
  • CNEW
  • WVOL
  • NVDA NVIDIA CORPIn 2 of 4VISMnot heldWDMF5.7%CNEWnot heldWVOL0.8%
  • AAPL APPLE INCIn 2 of 4VISMnot heldWDMF5.1%CNEWnot heldWVOL0.6%
  • MSFT MICROSOFT CORPIn 2 of 4VISMnot heldWDMF3.9%CNEWnot heldWVOL1.0%
  • GOOG ALPHABET INC-CIn 2 of 4VISMnot heldWDMF3.5%CNEWnot heldWVOL0.3%
  • AMZN AMAZON.COM INCIn 2 of 4VISMnot heldWDMF2.3%CNEWnot heldWVOL0.1%

and 4,448 more companies the funds hold

How alike they are

Show the other 2

Keep going

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