Compare GARP · IWLD · VGAD
GARP, IWLD and VGAD hold 1,265 companies between them. 91 are in every one of them, and IWLD and VGAD are the most alike: 49.3% 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
- Communication Services
- Health Care
- Everything else
- NVDANVIDIA CORPIn all 3GARP5.5%IWLD11.6%VGAD5.6%
- MSFTMICROSOFT CORPIn all 3GARP6.2%IWLD8.0%VGAD4.0%
- METAMETA PLATFORMS INCIn 2 of 3GARP6.1%IWLDnot heldVGAD1.4%
- AAPLAPPLE INCIn 1 of 3GARPnot heldIWLDnot heldVGAD5.2%
- LLYELI LILLY & COIn all 3GARP5.1%IWLD2.1%VGAD1.0%
- GOOGALPHABET INC-CIn all 3GARP4.7%IWLD3.5%VGAD1.7%
- GOOGLALPHABET INC-AIn 2 of 3GARPnot heldIWLD4.5%VGAD2.2%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%IWLDnot heldVGAD0.8%
- ASMLASML HOLDING NVIn all 3GARP3.1%IWLD1.6%VGAD0.7%
- AMZNAMAZON.COM INCIn 1 of 3GARPnot heldIWLDnot heldVGAD2.8%
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 VGAD share 190 companies29.3%
- IWLD and VGAD share 566 companies49.3%
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.