WDMF vs ESTX vs ETHI

  • WDMF
  • ESTX
  • ETHI

WDMF, ESTX and ETHI hold 600 companies between them. 4 are in every one of them, and WDMF and ETHI are the most alike: 27% of each is the same companies.

Side by side

FundiSharesGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.59%
Fund size$154.0m$435.7m--
Holdings49350212
1Y price return+8.1%−5.1%+3.5%
Distribution yield3.37%7.51%1.77%
Look-through coverage99.3%100.0%99.8%

Return, last year

change since the start
share of each fund
  • WDMF
  • ESTX
  • ETHI
  • ASML ASML HOLDING NVIn all 3WDMF0.7%ESTX10.4%ETHI3.8%
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%ESTXnot heldETHI4.4%
  • AAPL APPLE INCIn 2 of 3WDMF5.1%ESTXnot heldETHI4.4%
  • SIE SIEMENS AG-REGIn 2 of 3WDMF<0.1%ESTX4.5%ETHInot held
  • SAN BANCO SANTANDER SAIn 1 of 3WDMFnot heldESTX4.2%ETHInot held

and 590 more companies the funds hold

How alike they are

Keep going

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