WDMF vs ETHI

  • WDMF
  • ETHI

WDMF and ETHI hold 578 companies between them. 90 are in both, and 27% of each fund is the same companies.

In both · 27%WDMF only · 73%

Side by side

WDMFETHI
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.59%
Fund size$154.0m--
Holdings493212
1Y price return+8.4%+3.5%
Distribution yield3.37%1.77%
Look-through coverage99.3%99.8%

Return, last year

change since the start
share of each fund
  • WDMF
  • ETHI
  • NVDA NVIDIA CORPIn all 2WDMF5.7%ETHI4.4%
  • AAPL APPLE INCIn all 2WDMF5.1%ETHI4.4%
  • V VISA INC-CLASS AIn all 2WDMF0.7%ETHI4.1%
  • MSFT MICROSOFT CORPIn 1 of 2WDMF3.9%ETHInot held
  • AVGO BROADCOM INCIn all 2WDMF1.9%ETHI3.9%

and 568 more companies the funds hold

How alike they are

Keep going

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