WDMF vs WVOL vs CFLO

  • WDMF
  • WVOL
  • CFLO

WDMF, WVOL and CFLO hold at least 796 companies between them. 40 are in every one of them, and WDMF and WVOL are the most alike: 30% of each is the same companies.

Side by side

WDMFWVOLCFLO
FundiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.40%
Fund size$154.0m$75.0m$26.0m
Holdings493430213
1Y price return+8.1%+3.7%+12.0%
Distribution yield3.37%2.09%2.89%
Look-through coverage99.3%99.3%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • WVOL
  • CFLO
  • NVDA NVIDIA CORPIn all 3WDMF5.7%WVOL0.8%CFLO4.2%
  • PANW PALO ALTO NETWORKS INCIn 2 of 3WDMFnot heldWVOL0.2%CFLO5.3%
  • AAPL APPLE INCIn 2 of 3WDMF5.1%WVOL0.6%CFLOnot held
  • PLTR PALANTIR TECHNOLOGIES INCIn all 3WDMF0.4%WVOL0.2%CFLO4.9%
  • CRWD CROWDSTRIKE HOLDINGS INCIn all 3WDMF0.2%WVOL0.2%CFLO4.4%

and 786 more companies the funds hold

How alike they are

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