WVOL vs ESTX vs IIND vs WDMF

  • WVOL
  • ESTX
  • IIND
  • WDMF

WVOL, ESTX, IIND and WDMF hold 756 companies between them. None is in every one of them, and WVOL and WDMF are the most alike: 30% of each is the same companies.

Side by side

WVOLESTXIINDWDMF
FundiSharesGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.80%0.35%
Fund size$75.0m$435.7m$178.0m$154.0m
Holdings4305032493
1Y price return+3.7%−5.1%−20.6%+8.1%
Distribution yield2.09%7.51%0.88%3.37%
Look-through coverage99.3%100.0%99.6%99.3%

Return, last year

change since the start
share of each fund
  • WVOL
  • ESTX
  • IIND
  • WDMF
  • ASML ASML HOLDING NVIn 3 of 4WVOL0.7%ESTX10.4%IINDnot heldWDMF0.7%
  • NVDA NVIDIA CORPIn 2 of 4WVOL0.8%ESTXnot heldIINDnot heldWDMF5.7%
  • AAPL APPLE INCIn 2 of 4WVOL0.6%ESTXnot heldIINDnot heldWDMF5.1%
  • SIE SIEMENS AG-REGIn 2 of 4WVOLnot heldESTX4.5%IINDnot heldWDMF<0.1%
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 4WVOLnot heldESTXnot heldIIND4.3%WDMFnot held

and 746 more companies the funds hold

How alike they are

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