GARP vs IVE vs IACT vs WDMF

  • GARP
  • IVE
  • IACT
  • WDMF

GARP, IVE, IACT and WDMF hold at least 1,114 companies between them. None is in every one of them, and IACT and WDMF are the most alike: 46% of each is the same companies.

Side by side

GARPIVEIACTWDMF
FundGlobal XiSharesiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.32%0.45%0.35%
Fund size$131.6m$577.0m$258.0m$154.0m
Holdings220694267493
1Y price return−2.6%+2.5%+11.4%+8.1%
Distribution yield5.90%3.62%0.53%3.37%
Look-through coverage100.0%98.5%99.9%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IVE
  • IACT
  • WDMF
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%IVEnot heldIACT8.4%WDMF5.7%
  • AAPL APPLE INCIn 2 of 4GARPnot heldIVEnot heldIACT7.7%WDMF5.1%
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%IVEnot heldIACT4.9%WDMF3.9%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%IVEnot heldIACT2.8%WDMF1.5%
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%IVEnot heldIACT1.2%WDMF0.9%

and 1,104 more companies the funds hold

How alike they are

Show the other 2

Keep going

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