WAMA ranks 1st and IFV 15th of 20 funds in the Trend-Following / Tactical Index Category.
IFV vs WAMA
WAMA −0.81pt a year
1.14%0.33%
IFV 4.6×the volume
58K12.5K
IFV vs WAMA Performance
−6.7%−2.4%
- IFV 1.14%
- WAMA 0.33%, better
- IFV $203M
- WAMA $194M
- IFV +2.0%
- WAMA
- IFV 2.08%
- WAMA
- IFV 6
- WAMA 506
- IFV 58K sh, better
- WAMA 12.5K sh
- IFV $23.71
- WAMA $25.83
ETF.net Grade
| Pillar | IFV | WAMA |
|---|---|---|
| Cost | F5 | A100Higher |
| Mission | ||
| Risk | D39 | A80Higher |
| Tradability | B64Higher | B56 |
| Holdings | D38 | B65Higher |
| Durability | A81Higher | B62 |
Rank among Trend-Following / Tactical Index funds
Same Category. IFV and WAMA are both graded against the same 20 Trend-Following / Tactical Index funds, so their Grades compare head to head.
Our read on each fund
IFVD
WAMAA
In short
IFV Most international index funds spread you across dozens of countries. IFV holds five: whichever First Trust country and region ETFs show the strongest relative price momentum, equal-weighted, picked by rules rather than manager hunches.
Stated mandate
IFV The fund seeks to track, before fees and expenses, the price and yield of the Dorsey Wright International Focus Five Index. The index selects five First Trust international country- or region-based ETFs using relative-strength momentum and equal-weights them.
Why people hold it
Worth knowing
IFV vs WAMA Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
IFV vs WAMA Cost
Overpaying IFV vs WAMA
$14,183
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IFV 1.14%
$20,920
WAMA 0.33%
$6,737
Cost over time
Year by year
| Year | IFV | WAMA | Overpaying |
|---|---|---|---|
| 10 | $1,998 | $598 | $1,400 |
| 20 | $7,462 | $2,318 | $5,144 |
| 30 | $20,920 | $6,737 | $14,183 |
- 1.14%IFV
- 0.33%WAMA, cheaper
- Middle half of Trend-Following / Tactical Index funds
- Median 0.67%
WAMA cheapest of 20 funds
IFV 19th cheapest of 20 funds
IFV vs WAMA Dividends
- IFV 2.08%
- WAMA
- IFV $0.50
- WAMA
- IFV $0.09
- WAMA $0.05
- IFV Sep 24, 2026
- WAMA Sep 25, 2026
- IFV Sep 30, 2026
- WAMA Sep 29, 2026
- IFV Quarterly
- WAMA Quarterly
Distribution history
IFV vs WAMA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- IFV 14.5%WAMA
- Return per unit of risk
- IFV 0.67WAMA
- Worst fall
- IFV −32.2%WAMA
- Market sensitivity
- IFV 0.94WAMA 0.61
Popular comparisons
- 1.14% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.14% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.39%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.14% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.60%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.