GARP vs F100 vs WDMF

  • GARP
  • F100
  • WDMF

GARP, F100 and WDMF hold at least 647 companies between them. 6 are in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPF100WDMF
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.45%0.35%
Fund size$131.6m--$154.0m
Holdings220104493
1Y price return−2.6%+3.1%+8.1%
Distribution yield5.90%3.50%3.37%
Look-through coverage100.0%98.0%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • F100
  • WDMF
  • HSBA HSBC HOLDINGS PLCIn 2 of 3GARPnot heldF10010.2%WDMF0.3%
  • SHEL SHELL PLCIn 1 of 3GARPnot heldF1008.3%WDMFnot held
  • AZN ASTRAZENECA PLCIn 2 of 3GARPnot heldF1007.4%WDMF<0.1%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%F100not heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%F100not heldWDMF1.5%

and 637 more companies the funds hold

How alike they are

Keep going

See GARP + F100 + WDMF as one portfolioEvery company, where you'd own it twiceWhat moved GARP this monthIts biggest gains and falls, by company