GARP vs IMTM vs IIND vs WDMF

  • GARP
  • IMTM
  • IIND
  • WDMF

GARP, IMTM, IIND and WDMF hold at least 792 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

GARPIMTMIINDWDMF
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.80%0.35%
Fund size$131.6m$16.0m$178.0m$154.0m
Holdings22036932493
1Y price return−2.4%--−19.7%+8.4%
Distribution yield5.90%Not yet0.88%3.37%
Look-through coverage100.0%98.9%99.6%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IMTM
  • IIND
  • WDMF
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%IMTMnot heldIINDnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 4GARP6.1%IMTMnot heldIINDnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%IMTMnot heldIINDnot heldWDMF5.7%
  • MU MICRON TECHNOLOGY INCIn 2 of 4GARPnot heldIMTM5.5%IINDnot heldWDMF1.1%
  • AAPL APPLE INCIn 1 of 4GARPnot heldIMTMnot heldIINDnot heldWDMF5.1%

and 782 more companies the funds hold

How alike they are

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