GARP vs IVE vs EXUS vs WDMF

  • GARP
  • IVE
  • EXUS
  • WDMF

GARP, IVE, EXUS and WDMF hold at least 1,297 companies between them. 40 are in every one of them, and IVE and EXUS are the most alike: 76% of each is the same companies.

Side by side

GARPIVEEXUSWDMF
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.32%0.14%0.35%
Fund size$131.6m$577.0m--$154.0m
Holdings220694877493
1Y price return−2.6%+2.5%+5.1%only priced since 2025-11-09+8.1%
Distribution yield5.92%3.63%Not yet3.36%
Look-through coverage100.0%98.5%99.7%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IVE
  • EXUS
  • WDMF
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%IVEnot heldEXUSnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 4GARP6.1%IVEnot heldEXUSnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%IVEnot heldEXUSnot heldWDMF5.7%
  • AAPL APPLE INCIn 1 of 4GARPnot heldIVEnot heldEXUSnot heldWDMF5.1%
  • LLY ELI LILLY & COIn 2 of 4GARP5.1%IVEnot heldEXUSnot heldWDMF0.9%

and 1,287 more companies the funds hold

How alike they are

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