WDMF vs IMTM vs WVOL

  • WDMF
  • IMTM
  • WVOL

WDMF, IMTM and WVOL hold at least 843 companies between them. 65 are in every one of them, and WDMF and WVOL are the most alike: 30% of each is the same companies.

Side by side

WDMFIMTMWVOL
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.25%
Fund size$154.0m$16.0m$75.0m
Holdings493369430
1Y price return+8.1%--+3.7%
Distribution yield3.37%Not yet2.09%
Look-through coverage99.3%98.9%99.3%

Return, last year

change since the start
share of each fund
  • WDMF
  • IMTM
  • WVOL
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%IMTMnot heldWVOL0.8%
  • MU MICRON TECHNOLOGY INCIn all 3WDMF1.1%IMTM5.5%WVOL0.2%
  • AAPL APPLE INCIn 2 of 3WDMF5.1%IMTMnot heldWVOL0.6%
  • AMD ADVANCED MICRO DEVICES INCIn all 3WDMF0.9%IMTM4.5%WVOL0.3%
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%IMTMnot heldWVOL1.0%

and 833 more companies the funds hold

How alike they are

Keep going

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