WVOL vs GTUM

  • WVOL
  • GTUM

WVOL and GTUM hold 546 companies between them. 66 are in both, and 15% of each fund is the same companies.

In both · 15%WVOL only · 85%

Side by side

WVOLGTUM
FundiSharesBetaShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.35%
Fund size$75.0m--
Holdings430215
1Y price return+3.7%+20.7%only priced since 2026-02-01
Distribution yield2.09%Not yet
Look-through coverage99.3%99.8%

Return, last year

change since the start
share of each fund
  • WVOL
  • GTUM
  • MU MICRON TECHNOLOGY INCIn all 2WVOL0.2%GTUM5.6%
  • LRCX LAM RESEARCH CORPIn all 2WVOL0.3%GTUM4.7%
  • JNJ JOHNSON & JOHNSONIn all 2WVOL1.2%GTUM4.6%
  • CAT CATERPILLAR INCIn 1 of 2WVOLnot heldGTUM4.2%
  • SNDK SANDISK CORP/DEIn all 2WVOL<0.1%GTUM4.2%

and 536 more companies the funds hold

How alike they are

Keep going

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