Compare GARP · CETF · WRLD
GARP, CETF and WRLD hold 1,255 companies between them. None is in every one of them, and GARP and WRLD are the most alike: 30.2% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Health Care
- Communication Services
- Everything else
- 600519KWEICHOW MOUTAI A (HK-C)In 1 of 3GARPnot heldCETF7.9%WRLDnot held
- 300750Contemporary Amperex Technology Co LtdIn 1 of 3GARPnot heldCETF6.4%WRLDnot held
- MSFTMICROSOFT CORPIn 2 of 3GARP6.2%CETFnot heldWRLD4.2%
- METAMETA PLATFORMS INCIn 2 of 3GARP6.1%CETFnot heldWRLD1.8%
- NVDANVIDIA CORPIn 2 of 3GARP5.5%CETFnot heldWRLD6.0%
- AAPLAPPLE INCIn 1 of 3GARPnot heldCETFnot heldWRLD5.3%
- LLYELI LILLY & COIn 2 of 3GARP5.1%CETFnot heldWRLD1.1%
- GOOGALPHABET INC-CIn 2 of 3GARP4.7%CETFnot heldWRLD1.9%
- 300308ZHONGJI INNOLI-AIn 1 of 3GARPnot heldCETF4.6%WRLDnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%CETFnot heldWRLD0.8%
What each fund is in
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.
What GARP already gives you
- GARP and WRLD share 195 companies30.2%
- GARP and CETF share 0 companies0.0%
- CETF and WRLD share 0 companies0.0%
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.
What each fund changed
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.