Compare WDMF · IWLD
WDMF and IWLD hold at least 863 companies between them. 198 are in both, and 38.6% of each fund is the same companies.
We can see through 99.5% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Health Care
- Communication Services
- Everything else
- NVDANVIDIA CORPIn all 2WDMF5.7%IWLD11.6%
- MSFTMICROSOFT CORPIn all 2WDMF3.9%IWLD8.0%
- AAPLAPPLE INCIn 1 of 2WDMF5.1%IWLDnot held
- GOOGLALPHABET INC-AIn all 2WDMF0.3%IWLD4.5%
- GOOGALPHABET INC-CIn all 2WDMF3.5%IWLD3.5%
- AMZNAMAZON.COM INCIn 1 of 2WDMF2.3%IWLDnot held
- TSLATESLA INCIn all 2WDMF0.8%IWLD2.2%
- AMDADVANCED MICRO DEVICES INCIn all 2WDMF0.9%IWLD2.2%
- LLYELI LILLY & COIn all 2WDMF0.9%IWLD2.1%
- AVGOBROADCOM INCIn 1 of 2WDMF1.9%IWLDnot held
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 IWLD share 198 companies38.6%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.