Compare GARP · GRIN · WRLD
GARP, GRIN and WRLD hold 1,256 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
- Consumer Discretionary
- Communication Services
- Everything else
- MSFTMICROSOFT CORPIn 2 of 3GARP6.2%GRINnot heldWRLD4.2%
- METAMETA PLATFORMS INCIn 2 of 3GARP6.1%GRINnot heldWRLD1.8%
- NVDANVIDIA CORPIn 2 of 3GARP5.5%GRINnot heldWRLD6.0%
- AAPLAPPLE INCIn 1 of 3GARPnot heldGRINnot heldWRLD5.3%
- LLYELI LILLY & COIn 2 of 3GARP5.1%GRINnot heldWRLD1.1%
- GOOGALPHABET INC-CIn 2 of 3GARP4.7%GRINnot heldWRLD1.9%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%GRINnot heldWRLD0.8%
- ASMLASML HOLDING NVIn 2 of 3GARP3.1%GRINnot heldWRLD0.8%
- AMZNAMAZON.COM INCIn 1 of 3GARPnot heldGRINnot heldWRLD2.7%
- GEGE AEROSPACEIn 2 of 3GARP2.5%GRINnot heldWRLD0.4%
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 GRIN share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GRIN and WRLD share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.