Compare WDMF · IKO · WRLD
WDMF, IKO and WRLD hold 1,356 companies between them. None is in every one of them, and WDMF and WRLD are the most alike: 58.8% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Consumer Discretionary
- Health Care
- Everything else
- 000660SK HYNIX INCIn 1 of 3WDMFnot heldIKO25.0%WRLDnot held
- 005930Samsung Electronics Co LtdIn 1 of 3WDMFnot heldIKO23.3%WRLDnot held
- NVDANVIDIA CORPIn 2 of 3WDMF5.7%IKOnot heldWRLD6.0%
- AAPLAPPLE INCIn 2 of 3WDMF5.1%IKOnot heldWRLD5.3%
- MSFTMICROSOFT CORPIn 2 of 3WDMF3.9%IKOnot heldWRLD4.2%
- GOOGALPHABET INC-CIn 2 of 3WDMF3.5%IKOnot heldWRLD1.9%
- 402340SK SQUARE COIn 1 of 3WDMFnot heldIKO3.1%WRLDnot held
- 009150SAMSUNG ELECTRO-MECHANICS CO LIn 1 of 3WDMFnot heldIKO2.8%WRLDnot held
- AMZNAMAZON.COM INCIn 2 of 3WDMF2.3%IKOnot heldWRLD2.7%
- GOOGLALPHABET INC-AIn 2 of 3WDMF0.3%IKOnot heldWRLD2.3%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What WDMF already gives you
- WDMF and WRLD share 369 companies58.8%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WDMF and IKO share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- IKO and WRLD share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.