GARP vs WDMF vs CNEW

  • GARP
  • WDMF
  • CNEW

GARP, WDMF and CNEW hold 703 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

GARPWDMFCNEW
FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.95%
Fund size$131.6m$154.0m$81.0m
Holdings220493121
1Y price return−2.6%+8.1%−6.9%
Distribution yield5.90%3.37%0.77%
Look-through coverage100.0%99.3%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • CNEW
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%WDMF3.9%CNEWnot held
  • META META PLATFORMS INCIn 2 of 3GARP6.1%WDMF1.5%CNEWnot held
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%WDMF5.7%CNEWnot held
  • AAPL APPLE INCIn 1 of 3GARPnot heldWDMF5.1%CNEWnot held
  • LLY ELI LILLY & COIn 2 of 3GARP5.1%WDMF0.9%CNEWnot held

and 693 more companies the funds hold

How alike they are

Keep going

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