GARP vs VISM vs WVOL vs WDMF

  • GARP
  • VISM
  • WVOL
  • WDMF

GARP, VISM, WVOL and WDMF hold at least 4,400 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

GARPVISMWVOLWDMF
FundGlobal XVanguardiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.32%0.25%0.35%
Fund size$131.6m$753.9m$75.0m$154.0m
Holdings2203715430493
1Y price return−2.4%+0.3%+3.7%+8.4%
Distribution yield5.90%8.17%2.09%3.37%
Look-through coverage100.0%99.2%99.3%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • VISM
  • WVOL
  • WDMF
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%VISMnot heldWVOL1.0%WDMF3.9%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%VISMnot heldWVOL<0.1%WDMF1.5%
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%VISMnot heldWVOL0.8%WDMF5.7%
  • AAPL APPLE INCIn 2 of 4GARPnot heldVISMnot heldWVOL0.6%WDMF5.1%
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%VISMnot heldWVOL0.2%WDMF0.9%

and 4,390 more companies the funds hold

How alike they are

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