GARP vs CNEW vs IAA vs WDMF

  • GARP
  • CNEW
  • IAA
  • WDMF

GARP, CNEW, IAA and WDMF hold 751 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

GARPCNEWIAAWDMF
FundGlobal XVanEckiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.95%0.29%0.35%
Fund size$131.6m$81.0m$1.3b$154.0m
Holdings22012165493
1Y price return−2.4%−6.6%+38.1%+8.4%
Distribution yield5.90%0.77%1.45%3.37%
Look-through coverage100.0%99.9%99.5%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • CNEW
  • IAA
  • WDMF
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4GARPnot heldCNEWnot heldIAA28.0%WDMFnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4GARPnot heldCNEWnot heldIAA13.7%WDMFnot held
  • 000660 SK HYNIX INCIn 1 of 4GARPnot heldCNEWnot heldIAA11.4%WDMFnot held
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%CNEWnot heldIAAnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 4GARP6.1%CNEWnot heldIAAnot heldWDMF1.5%

and 741 more companies the funds hold

How alike they are

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