GARP vs GWTH vs WDMF

  • GARP
  • GWTH
  • WDMF

GARP, GWTH and WDMF hold at least 614 companies between them. 22 are in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPGWTHWDMF
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.40%0.35%
Fund size$131.6m$14.0m$154.0m
Holdings22090493
1Y price return−2.6%+1.2%+8.1%
Distribution yield5.90%3.31%one payment in the year3.37%
Look-through coverage100.0%98.9%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • GWTH
  • WDMF
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 3GARPnot heldGWTH6.3%WDMF0.9%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%GWTHnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%GWTHnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%GWTHnot heldWDMF5.7%
  • MU MICRON TECHNOLOGY INCIn 2 of 3GARPnot heldGWTH5.5%WDMF1.1%

and 604 more companies the funds hold

How alike they are

Keep going

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