WVOL vs WDMF vs VISM vs CNEW

  • WVOL
  • WDMF
  • VISM
  • CNEW

WVOL, WDMF, VISM and CNEW hold at least 4,458 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

WVOLWDMFVISMCNEW
FundiSharesiSharesVanguardVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.32%0.95%
Fund size$75.0m$154.0m$753.9m$81.0m
Holdings4304933715121
1Y price return+3.7%+8.1%+0.4%−6.9%
Distribution yield2.09%3.37%8.17%0.77%
Look-through coverage99.3%99.3%99.2%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • WDMF
  • VISM
  • CNEW
  • NVDA NVIDIA CORPIn 2 of 4WVOL0.8%WDMF5.7%VISMnot heldCNEWnot held
  • AAPL APPLE INCIn 2 of 4WVOL0.6%WDMF5.1%VISMnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 2 of 4WVOL1.0%WDMF3.9%VISMnot heldCNEWnot held
  • GOOG ALPHABET INC-CIn 2 of 4WVOL0.3%WDMF3.5%VISMnot heldCNEWnot held
  • AMZN AMAZON.COM INCIn 2 of 4WVOL0.1%WDMF2.3%VISMnot heldCNEWnot held

and 4,448 more companies the funds hold

How alike they are

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