GARP vs CNEW vs WDMF

  • GARP
  • CNEW
  • WDMF

GARP, CNEW 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

GARPCNEWWDMF
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.95%0.35%
Fund size$131.6m$81.0m$154.0m
Holdings220121493
1Y price return−2.6%−6.9%+8.1%
Distribution yield5.90%0.77%3.37%
Look-through coverage100.0%99.9%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • CNEW
  • WDMF
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%CNEWnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%CNEWnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%CNEWnot heldWDMF5.7%
  • AAPL APPLE INCIn 1 of 3GARPnot heldCNEWnot heldWDMF5.1%
  • LLY ELI LILLY & COIn 2 of 3GARP5.1%CNEWnot heldWDMF0.9%

and 693 more companies the funds hold

How alike they are

Keep going

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