WDMF vs ESTX vs IMTM

  • WDMF
  • ESTX
  • IMTM

WDMF, ESTX and IMTM hold at least 688 companies between them. 8 are in every one of them, and WDMF and IMTM are the most alike: 26% of each is the same companies.

Side by side

WDMFESTXIMTM
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.25%
Fund size$154.0m$435.7m$16.0m
Holdings49350369
1Y price return+8.1%−5.1%--
Distribution yield3.36%7.54%Not yet
Look-through coverage99.3%100.0%98.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • ESTX
  • IMTM
  • ASML ASML HOLDING NVIn all 3WDMF0.7%ESTX10.4%IMTM2.7%
  • NVDA NVIDIA CORPIn 1 of 3WDMF5.7%ESTXnot heldIMTMnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3WDMF1.1%ESTXnot heldIMTM5.5%
  • AAPL APPLE INCIn 1 of 3WDMF5.1%ESTXnot heldIMTMnot held
  • SIE SIEMENS AG-REGIn 2 of 3WDMF<0.1%ESTX4.5%IMTMnot held

and 678 more companies the funds hold

How alike they are

Keep going

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