GARP vs WDMF vs CNEW vs WVOL

  • GARP
  • WDMF
  • CNEW
  • WVOL

GARP, WDMF, CNEW and WVOL hold 913 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

GARPWDMFCNEWWVOL
FundGlobal XiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.95%0.25%
Fund size$131.6m$154.0m$81.0m$75.0m
Holdings220493121430
1Y price return−2.6%+8.1%−6.9%+3.7%
Distribution yield5.90%3.37%0.77%2.09%
Look-through coverage100.0%99.3%99.9%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • CNEW
  • WVOL
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%WDMF3.9%CNEWnot heldWVOL1.0%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%WDMF1.5%CNEWnot heldWVOL<0.1%
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%WDMF5.7%CNEWnot heldWVOL0.8%
  • AAPL APPLE INCIn 2 of 4GARPnot heldWDMF5.1%CNEWnot heldWVOL0.6%
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%WDMF0.9%CNEWnot heldWVOL0.2%

and 903 more companies the funds hold

How alike they are

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Keep going

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