WDMF vs IMTM

  • WDMF
  • IMTM

WDMF and IMTM hold at least 669 companies between them. 147 are in both, and 26% of each fund is the same companies.

In both · 26%WDMF only · 74%

Side by side

WDMFIMTM
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.25%
Fund size$154.0m$16.0m
Holdings493369
1Y price return+8.4%--
Distribution yield3.37%Not yet
Look-through coverage99.3%98.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • IMTM
  • NVDA NVIDIA CORPIn 1 of 2WDMF5.7%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn all 2WDMF1.1%IMTM5.5%
  • AAPL APPLE INCIn 1 of 2WDMF5.1%IMTMnot held
  • AMD ADVANCED MICRO DEVICES INCIn all 2WDMF0.9%IMTM4.5%
  • MSFT MICROSOFT CORPIn 1 of 2WDMF3.9%IMTMnot held

and 659 more companies the funds hold

How alike they are

Keep going

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