GARP vs VISM vs WVOL vs CNEW

  • GARP
  • VISM
  • WVOL
  • CNEW

GARP, VISM, WVOL and CNEW hold 4,317 companies between them. None is in every one of them, and GARP and WVOL are the most alike: 20% of each is the same companies.

Side by side

GARPVISMWVOLCNEW
FundGlobal XVanguardiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.32%0.25%0.95%
Fund size$131.6m$753.9m$75.0m$81.0m
Holdings2203715430121
1Y price return−2.4%+0.3%+3.7%−6.6%
Distribution yield5.90%8.17%2.09%0.77%
Look-through coverage100.0%99.2%99.3%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • VISM
  • WVOL
  • CNEW
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%VISMnot heldWVOL1.0%CNEWnot held
  • META META PLATFORMS INCIn 2 of 4GARP6.1%VISMnot heldWVOL<0.1%CNEWnot held
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%VISMnot heldWVOL0.8%CNEWnot held
  • LLY ELI LILLY & COIn 2 of 4GARP5.1%VISMnot heldWVOL0.2%CNEWnot held
  • GOOG ALPHABET INC-CIn 2 of 4GARP4.7%VISMnot heldWVOL0.3%CNEWnot held

and 4,307 more companies the funds hold

How alike they are

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