GARP vs IVLU vs VISM vs WDMF

  • GARP
  • IVLU
  • VISM
  • WDMF

GARP, IVLU, VISM and WDMF hold 4,431 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

GARPIVLUVISMWDMF
FundGlobal XiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.32%0.35%
Fund size$131.6m$28.0m$753.9m$154.0m
Holdings2204083715493
1Y price return−2.4%--+0.3%+8.4%
Distribution yield5.90%Not yet8.17%3.37%
Look-through coverage100.0%99.6%99.2%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IVLU
  • VISM
  • WDMF
  • MU MICRON TECHNOLOGY INCIn 2 of 4GARPnot heldIVLU16.3%VISMnot heldWDMF1.1%
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%IVLUnot heldVISMnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 4GARP6.1%IVLUnot heldVISMnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%IVLUnot heldVISMnot heldWDMF5.7%
  • AAPL APPLE INCIn 1 of 4GARPnot heldIVLUnot heldVISMnot heldWDMF5.1%

and 4,421 more companies the funds hold

How alike they are

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