WVOL vs IWLD vs WDMF

  • WVOL
  • IWLD
  • WDMF

WVOL, IWLD and WDMF hold at least 994 companies between them. 87 are in every one of them, and IWLD and WDMF are the most alike: 39% of each is the same companies.

Side by side

WVOLIWLDWDMF
FundiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.09%0.35%
Fund size$75.0m$1.5b$154.0m
Holdings430618493
1Y price return+3.7%+7.4%+8.1%
Distribution yield2.09%1.32%3.37%
Look-through coverage99.3%99.7%99.3%

Return, last year

change since the start
share of each fund
  • WVOL
  • IWLD
  • WDMF
  • NVDA NVIDIA CORPIn all 3WVOL0.8%IWLD11.6%WDMF5.7%
  • MSFT MICROSOFT CORPIn all 3WVOL1.0%IWLD8.0%WDMF3.9%
  • AAPL APPLE INCIn 2 of 3WVOL0.6%IWLDnot heldWDMF5.1%
  • GOOGL ALPHABET INC-AIn 2 of 3WVOLnot heldIWLD4.5%WDMF0.3%
  • GOOG ALPHABET INC-CIn all 3WVOL0.3%IWLD3.5%WDMF3.5%

and 984 more companies the funds hold

How alike they are

Keep going

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