GARP vs IFRA vs WDMF

  • GARP
  • IFRA
  • WDMF

GARP, IFRA and WDMF hold 711 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

GARPIFRAWDMF
FundGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.20%0.35%
Fund size$131.6m$1.9b$154.0m
Holdings220145493
1Y price return−2.4%+1.1%+8.4%
Distribution yield5.90%3.20%3.37%
Look-through coverage100.0%100.0%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IFRA
  • WDMF
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%IFRAnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%IFRAnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%IFRAnot heldWDMF5.7%
  • AENA AENA SME SAIn 2 of 3GARP0.1%IFRA5.1%WDMFnot held
  • AAPL APPLE INCIn 1 of 3GARPnot heldIFRAnot heldWDMF5.1%

and 701 more companies the funds hold

How alike they are

Keep going

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