GARP vs WDMF

  • GARP
  • WDMF

GARP and WDMF hold 583 companies between them. 107 are in both, and 33% of each fund is the same companies.

In both · 33%GARP only · 67%

Side by side

GARPWDMF
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.35%
Fund size$131.6m$154.0m
Holdings220493
1Y price return−3.2%+7.0%
Distribution yield5.89%3.36%
Look-through coverage100.0%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • MSFT MICROSOFT CORPIn all 2GARP6.2%WDMF3.9%
  • META META PLATFORMS INCIn all 2GARP6.1%WDMF1.5%
  • NVDA NVIDIA CORPIn all 2GARP5.5%WDMF5.7%
  • AAPL APPLE INCIn 1 of 2GARPnot heldWDMF5.1%
  • LLY ELI LILLY & COIn all 2GARP5.1%WDMF0.9%

and 573 more companies the funds hold

How alike they are

Keep going

See GARP + WDMF as one portfolioEvery company, where you'd own it twiceWhat moved GARP in the last monthIts biggest gains and falls, by company

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