WDMF vs HVLU

  • WDMF
  • HVLU

WDMF and HVLU hold 631 companies between them. 87 are in both, and 14% of each fund is the same companies.

In both · 14%WDMF only · 86%

Side by side

WDMFHVLU
FundiSharesVanEck
Asset classInternational sharesInternational shares
Fee a year0.35%0.43%
Fund size$154.0m$61.0m
Holdings493249
1Y price return+8.1%+31.6%
Distribution yield3.37%17.13%
Look-through coverage99.3%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • HVLU
  • NVDA NVIDIA CORPIn 1 of 2WDMF5.7%HVLUnot held
  • AAPL APPLE INCIn 1 of 2WDMF5.1%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn all 2WDMF1.1%HVLU4.9%
  • MSFT MICROSOFT CORPIn 1 of 2WDMF3.9%HVLUnot held
  • GOOG ALPHABET INC-CIn 1 of 2WDMF3.5%HVLUnot held

and 621 more companies the funds hold

How alike they are

Keep going

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