WDMF vs WVOL

  • WDMF
  • WVOL

WDMF and WVOL hold at least 709 companies between them. 172 are in both, and 30% of each fund is the same companies.

In both · 30%WDMF only · 70%

Side by side

WDMFWVOL
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.35%0.25%
Fund size$154.0m$75.0m
Holdings493430
1Y price return+8.1%+3.7%
Distribution yield3.37%2.09%
Look-through coverage99.3%99.3%

Return, last year

change since the start
share of each fund
  • WDMF
  • WVOL
  • NVDA NVIDIA CORPIn all 2WDMF5.7%WVOL0.8%
  • AAPL APPLE INCIn all 2WDMF5.1%WVOL0.6%
  • MSFT MICROSOFT CORPIn all 2WDMF3.9%WVOL1.0%
  • GOOG ALPHABET INC-CIn all 2WDMF3.5%WVOL0.3%
  • AMZN AMAZON.COM INCIn all 2WDMF2.3%WVOL0.1%

and 699 more companies the funds hold

How alike they are

Keep going

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