WVOL vs IACT

  • WVOL
  • IACT

WVOL and IACT hold 528 companies between them. 140 are in both, and 27% of each fund is the same companies.

In both · 27%WVOL only · 73%

Side by side

WVOLIACT
FundiSharesiShares
Asset classInternational sharesInternational shares
Fee a year0.25%0.45%
Fund size$75.0m$258.0m
Holdings430267
1Y price return+3.7%+11.4%
Distribution yield2.08%0.53%
Look-through coverage99.3%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • IACT
  • NVDA NVIDIA CORPIn all 2WVOL0.8%IACT8.4%
  • AAPL APPLE INCIn all 2WVOL0.6%IACT7.7%
  • MSFT MICROSOFT CORPIn all 2WVOL1.0%IACT4.9%
  • AMZN AMAZON.COM INCIn all 2WVOL0.1%IACT4.0%
  • JPM JPMORGAN CHASE & COIn 1 of 2WVOLnot heldIACT3.3%

and 518 more companies the funds hold

How alike they are

Keep going

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