WDMF vs CFLO vs IMTM

  • WDMF
  • CFLO
  • IMTM

WDMF, CFLO and IMTM hold at least 773 companies between them. 21 are in every one of them, and WDMF and IMTM are the most alike: 26% of each is the same companies.

Side by side

WDMFCFLOIMTM
FundiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.40%0.25%
Fund size$154.0m$26.0m$16.0m
Holdings493213369
1Y price return+8.4%+12.2%--
Distribution yield3.37%2.89%Not yet
Look-through coverage99.3%99.7%98.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • CFLO
  • IMTM
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%CFLO4.2%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3WDMF1.1%CFLOnot heldIMTM5.5%
  • PANW PALO ALTO NETWORKS INCIn 2 of 3WDMFnot heldCFLO5.3%IMTM0.8%
  • AAPL APPLE INCIn 1 of 3WDMF5.1%CFLOnot heldIMTMnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn 2 of 3WDMF0.4%CFLO4.9%IMTMnot held

and 763 more companies the funds hold

How alike they are

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