GARP vs GWTH vs IWLD

  • GARP
  • GWTH
  • IWLD

GARP, GWTH and IWLD hold 758 companies between them. 9 are in every one of them, and GARP and IWLD are the most alike: 33% of each is the same companies.

Side by side

GARPGWTHIWLD
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.40%0.09%
Fund size$131.6m$14.0m$1.5b
Holdings22090618
1Y price return−2.6%+1.2%+7.4%
Distribution yield5.90%3.31%one payment in the year1.32%
Look-through coverage100.0%98.9%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • GWTH
  • IWLD
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%GWTHnot heldIWLD11.6%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%GWTHnot heldIWLD8.0%
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 3GARPnot heldGWTH6.3%IWLD2.2%
  • META META PLATFORMS INCIn 1 of 3GARP6.1%GWTHnot heldIWLDnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 3GARPnot heldGWTH5.5%IWLDnot held

and 748 more companies the funds hold

How alike they are

Keep going

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