WVOL vs IIND vs HETH vs WDMF

  • WVOL
  • IIND
  • HETH
  • WDMF

WVOL, IIND, HETH and WDMF hold at least 813 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

WVOLIINDHETHWDMF
FundiSharesBetaSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.80%0.62%0.35%
Fund size$75.0m$178.0m--$154.0m
Holdings43032212493
1Y price return+3.7%−19.7%+10.6%+8.4%
Distribution yield2.09%0.88%2.05%3.37%
Look-through coverage99.3%99.6%99.8%99.3%

Return, last year

change since the start
share of each fund
  • WVOL
  • IIND
  • HETH
  • WDMF
  • NVDA NVIDIA CORPIn 3 of 4WVOL0.8%IINDnot heldHETH4.4%WDMF5.7%
  • AAPL APPLE INCIn 3 of 4WVOL0.6%IINDnot heldHETH4.4%WDMF5.1%
  • HUVR HINDUSTAN UNILEVER LTDIn 1 of 4WVOLnot heldIIND4.3%HETHnot heldWDMFnot held
  • MM Mahindra & Mahindra LtdIn 1 of 4WVOLnot heldIIND4.2%HETHnot heldWDMFnot held
  • DIXON Dixon Technologies India LtdIn 1 of 4WVOLnot heldIIND4.1%HETHnot heldWDMFnot held

and 803 more companies the funds hold

How alike they are

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