GARP vs IEM vs WDMF

  • GARP
  • IEM
  • WDMF

GARP, IEM and WDMF hold at least 1,689 companies between them. None is in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPIEMWDMF
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.69%0.35%
Fund size$131.6m$1.5b$154.0m
Holdings2201172493
1Y price return−2.6%+16.2%+8.1%
Distribution yield5.90%1.39%3.37%
Look-through coverage100.0%98.8%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IEM
  • WDMF
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3GARPnot heldIEM15.4%WDMFnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3GARPnot heldIEM7.6%WDMFnot held
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%IEMnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%IEMnot heldWDMF1.5%
  • 000660 SK HYNIX INCIn 1 of 3GARPnot heldIEM5.8%WDMFnot held

and 1,679 more companies the funds hold

How alike they are

Keep going

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