GARP vs GOAT vs WDMF

  • GARP
  • GOAT
  • WDMF

GARP, GOAT and WDMF hold 646 companies between them. 21 are in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPGOATWDMF
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.55%0.35%
Fund size$131.6m$56.0m$154.0m
Holdings220150493
1Y price return−2.6%−9.0%+8.1%
Distribution yield5.90%10.08%3.37%
Look-through coverage100.0%99.9%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • GOAT
  • WDMF
  • MSFT MICROSOFT CORPIn all 3GARP6.2%GOAT4.9%WDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%GOATnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn all 3GARP5.5%GOAT5.2%WDMF5.7%
  • AAPL APPLE INCIn 2 of 3GARPnot heldGOAT5.1%WDMF5.1%
  • LLY ELI LILLY & COIn all 3GARP5.1%GOAT3.3%WDMF0.9%

and 636 more companies the funds hold

How alike they are

Keep going

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