EXUS vs GARP vs WDMF

  • EXUS
  • GARP
  • WDMF

EXUS, GARP and WDMF hold 1,165 companies between them. 52 are in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

EXUSGARPWDMF
FundBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.14%0.30%0.35%
Fund size--$131.6m$154.0m
Holdings877220493
1Y price return+5.1%only priced since 2025-11-09−2.6%+8.1%
Distribution yieldNot yet5.92%3.36%
Look-through coverage99.7%100.0%99.3%

Return, last year

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

and 1,155 more companies the funds hold

How alike they are

Keep going

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