GARP vs WDMF vs CNEW vs CETF

  • GARP
  • WDMF
  • CNEW
  • CETF

GARP, WDMF, CNEW and CETF hold 746 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

GARPWDMFCNEWCETF
FundGlobal XiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.95%0.60%
Fund size$131.6m$154.0m$81.0m$36.0m
Holdings22049312151
1Y price return−2.6%+8.1%−6.9%−8.6%
Distribution yield5.90%3.37%0.77%2.01%
Look-through coverage100.0%99.3%99.9%100.0%

Return, last year

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

and 736 more companies the funds hold

How alike they are

Show the other 2

Keep going

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