GARP vs WDMF vs CETF vs IWLD

  • GARP
  • WDMF
  • CETF
  • IWLD

GARP, WDMF, CETF and IWLD hold 984 companies between them. None is in every one of them, and WDMF and IWLD are the most alike: 39% of each is the same companies.

Side by side

GARPWDMFCETFIWLD
FundGlobal XiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.60%0.09%
Fund size$131.6m$154.0m$36.0m$1.5b
Holdings22049351618
1Y price return−2.4%+8.4%−9.8%+7.7%
Distribution yield5.90%3.37%2.01%1.32%
Look-through coverage100.0%99.3%100.0%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • CETF
  • IWLD
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%WDMF5.7%CETFnot heldIWLD11.6%
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%WDMF3.9%CETFnot heldIWLD8.0%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4GARPnot heldWDMFnot heldCETF7.9%IWLDnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4GARPnot heldWDMFnot heldCETF6.4%IWLDnot held
  • META META PLATFORMS INCIn 2 of 4GARP6.1%WDMF1.5%CETFnot heldIWLDnot held

and 974 more companies the funds hold

How alike they are

Show the other 2

Keep going

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