CNEW vs GARP vs WDMF

  • CNEW
  • GARP
  • WDMF

CNEW, GARP and WDMF hold 703 companies between them. None is in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

CNEWGARPWDMF
FundVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.95%0.30%0.35%
Fund size$81.0m$131.6m$154.0m
Holdings121220493
1Y price return−6.9%−2.6%+8.1%
Distribution yield0.77%5.90%3.37%
Look-through coverage99.9%100.0%99.3%

Return, last year

change since the start
share of each fund
  • CNEW
  • GARP
  • WDMF
  • MSFT MICROSOFT CORPIn 2 of 3CNEWnot heldGARP6.2%WDMF3.9%
  • META META PLATFORMS INCIn 2 of 3CNEWnot heldGARP6.1%WDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 3CNEWnot heldGARP5.5%WDMF5.7%
  • AAPL APPLE INCIn 1 of 3CNEWnot heldGARPnot heldWDMF5.1%
  • LLY ELI LILLY & COIn 2 of 3CNEWnot heldGARP5.1%WDMF0.9%

and 693 more companies the funds hold

How alike they are

Keep going

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