WDMF vs CFLO

  • WDMF
  • CFLO

WDMF and CFLO hold at least 592 companies between them. 75 are in both, and 17% of each fund is the same companies.

In both · 17%WDMF only · 83%

Side by side

WDMFCFLO
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.40%
Fund size$154.0m$26.0m
Holdings493213
1Y price return+8.1%+12.0%
Distribution yield3.37%2.89%
Look-through coverage99.3%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • CFLO
  • NVDA NVIDIA CORPIn all 2WDMF5.7%CFLO4.2%
  • PANW PALO ALTO NETWORKS INCIn 1 of 2WDMFnot heldCFLO5.3%
  • AAPL APPLE INCIn 1 of 2WDMF5.1%CFLOnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn all 2WDMF0.4%CFLO4.9%
  • CRWD CROWDSTRIKE HOLDINGS INCIn all 2WDMF0.2%CFLO4.4%

and 582 more companies the funds hold

How alike they are

Keep going

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