WVOL vs CFLO vs WDMF

  • WVOL
  • CFLO
  • WDMF

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

Side by side

WVOLCFLOWDMF
FundiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.40%0.35%
Fund size$75.0m$26.0m$154.0m
Holdings430213493
1Y price return+3.7%+12.0%+8.1%
Distribution yield2.09%2.89%3.37%
Look-through coverage99.3%99.7%99.3%

Return, last year

change since the start
share of each fund
  • WVOL
  • CFLO
  • WDMF
  • NVDA NVIDIA CORPIn all 3WVOL0.8%CFLO4.2%WDMF5.7%
  • PANW PALO ALTO NETWORKS INCIn 2 of 3WVOL0.2%CFLO5.3%WDMFnot held
  • AAPL APPLE INCIn 2 of 3WVOL0.6%CFLOnot heldWDMF5.1%
  • PLTR PALANTIR TECHNOLOGIES INCIn all 3WVOL0.2%CFLO4.9%WDMF0.4%
  • CRWD CROWDSTRIKE HOLDINGS INCIn all 3WVOL0.2%CFLO4.4%WDMF0.2%

and 786 more companies the funds hold

How alike they are

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