WDMF vs WVOL vs WRLD

  • WDMF
  • WVOL
  • WRLD

WDMF, WVOL and WRLD hold at least 1,322 companies between them. 160 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

WDMFWVOLWRLD
FundiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.54%
Fund size$154.0m$75.0m--
Holdings4934301196
1Y price return+8.4%+3.7%+8.1%
Distribution yield3.37%2.09%0.26%
Look-through coverage99.3%99.3%99.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • WVOL
  • WRLD
  • NVDA NVIDIA CORPIn all 3WDMF5.7%WVOL0.8%WRLD6.0%
  • AAPL APPLE INCIn all 3WDMF5.1%WVOL0.6%WRLD5.3%
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%WVOL1.0%WRLD4.2%
  • GOOG ALPHABET INC-CIn all 3WDMF3.5%WVOL0.3%WRLD1.9%
  • AMZN AMAZON.COM INCIn all 3WDMF2.3%WVOL0.1%WRLD2.7%

and 1,312 more companies the funds hold

How alike they are

Keep going

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