Compare WVOL · WDMF
WVOL and WDMF hold at least 709 companies between them. 172 are in both, and 29.7% of each fund is the same companies.
We can see through 99.3% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Health Care
- Industrials
- Communication Services
- Everything else
- NVDANVIDIA CORPIn all 2WVOL0.8%WDMF5.7%
- AAPLAPPLE INCIn all 2WVOL0.6%WDMF5.1%
- MSFTMICROSOFT CORPIn all 2WVOL1.0%WDMF3.9%
- GOOGALPHABET INC-CIn all 2WVOL0.3%WDMF3.5%
- AMZNAMAZON.COM INCIn all 2WVOL0.1%WDMF2.3%
- AVGOBROADCOM INCIn all 2WVOL0.3%WDMF1.9%
- METAMETA PLATFORMS INCIn all 2WVOL<0.1%WDMF1.5%
- KOCOCA-COLA CO/THEIn all 2WVOL1.3%WDMF0.4%
- XOMEXXON MOBIL CORPIn all 2WVOL1.3%WDMF0.5%
- JNJJOHNSON & JOHNSONIn all 2WVOL1.2%WDMF0.9%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What WVOL already gives you
- WVOL and WDMF share 172 companies29.7%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.