Compare GARP · IWLD · IIND
GARP, IWLD and IIND hold 750 companies between them. None is in every one of them, and GARP and IWLD are the most alike: 32.9% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Consumer Discretionary
- Communication Services
- Everything else
- NVDANVIDIA CORPIn 2 of 3GARP5.5%IWLD11.6%IINDnot held
- MSFTMICROSOFT CORPIn 2 of 3GARP6.2%IWLD8.0%IINDnot held
- METAMETA PLATFORMS INCIn 1 of 3GARP6.1%IWLDnot heldIINDnot held
- LLYELI LILLY & COIn 2 of 3GARP5.1%IWLD2.1%IINDnot held
- GOOGALPHABET INC-CIn 2 of 3GARP4.7%IWLD3.5%IINDnot held
- GOOGLALPHABET INC-AIn 1 of 3GARPnot heldIWLD4.5%IINDnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3GARP4.4%IWLDnot heldIINDnot held
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3GARPnot heldIWLDnot heldIIND4.3%
- MMMahindra & Mahindra LtdIn 1 of 3GARPnot heldIWLDnot heldIIND4.2%
- DIXONDixon Technologies India LtdIn 1 of 3GARPnot heldIWLDnot heldIIND4.1%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GARP already gives you
- GARP and IWLD share 91 companies32.9%
- GARP and IIND share 0 companies0.0%
- IWLD and IIND share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.