Compare GARP · CETF · WDMF

GARP, CETF and WDMF hold 633 companies between them. None is in every one of them, and GARP and WDMF are the most alike: 32.6% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Health Care
• Communication Services
• Everything else

• 600519KWEICHOW MOUTAI A (HK-C)In 1 of 3GARPnot heldCETF7.9%WDMFnot held
• 300750Contemporary Amperex Technology Co LtdIn 1 of 3GARPnot heldCETF6.4%WDMFnot held
• MSFTMICROSOFT CORPIn 2 of 3GARP6.2%CETFnot heldWDMF3.9%
• METAMETA PLATFORMS INCIn 2 of 3GARP6.1%CETFnot heldWDMF1.5%
• NVDANVIDIA CORPIn 2 of 3GARP5.5%CETFnot heldWDMF5.7%
• AAPLAPPLE INCIn 1 of 3GARPnot heldCETFnot heldWDMF5.1%
• LLYELI LILLY & COIn 2 of 3GARP5.1%CETFnot heldWDMF0.9%
• GOOGALPHABET INC-CIn 2 of 3GARP4.7%CETFnot heldWDMF3.5%
• 300308ZHONGJI INNOLI-AIn 1 of 3GARPnot heldCETF4.6%WDMFnot held
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%CETFnot heldWDMF0.3%

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• GARP and WDMF share 107 companies32.6%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GARP and CETF share 0 companies0.0%
• CETF and WDMF share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.