GARP vs IWLD vs VGAD vs WDMF

  • GARP
  • IWLD
  • VGAD
  • WDMF

GARP, IWLD, VGAD and WDMF hold 1,337 companies between them. 49 are in every one of them, and VGAD and WDMF are the most alike: 59% of each is the same companies.

Side by side

GARPIWLDVGADWDMF
FundGlobal XiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.09%0.21%0.35%
Fund size$131.6m$1.5b$6.2b$154.0m
Holdings2206181221493
1Y price return−2.4%+7.7%+12.7%+8.4%
Distribution yield5.90%1.32%2.35%3.37%
Look-through coverage100.0%99.7%99.7%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • IWLD
  • VGAD
  • WDMF
  • NVDA NVIDIA CORPIn all 4GARP5.5%IWLD11.6%VGAD5.6%WDMF5.7%
  • MSFT MICROSOFT CORPIn all 4GARP6.2%IWLD8.0%VGAD4.0%WDMF3.9%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%IWLDnot heldVGAD1.4%WDMF1.5%
  • AAPL APPLE INCIn 2 of 4GARPnot heldIWLDnot heldVGAD5.2%WDMF5.1%
  • LLY ELI LILLY & COIn all 4GARP5.1%IWLD2.1%VGAD1.0%WDMF0.9%

and 1,327 more companies the funds hold

How alike they are

Show the other 2

Keep going

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