GARP vs WDMF vs GOAT vs VISM

  • GARP
  • WDMF
  • GOAT
  • VISM

GARP, WDMF, GOAT and VISM hold 4,245 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

GARPWDMFGOATVISM
FundGlobal XiSharesVanEckVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.55%0.32%
Fund size$131.6m$154.0m$56.0m$753.9m
Holdings2204931503715
1Y price return−2.4%+8.4%−8.9%+0.3%
Distribution yield5.90%3.37%10.08%8.17%
Look-through coverage100.0%99.3%99.9%99.2%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • GOAT
  • VISM
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%WDMF3.9%GOAT4.9%VISMnot held
  • META META PLATFORMS INCIn 2 of 4GARP6.1%WDMF1.5%GOATnot heldVISMnot held
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%WDMF5.7%GOAT5.2%VISMnot held
  • AAPL APPLE INCIn 2 of 4GARPnot heldWDMF5.1%GOAT5.1%VISMnot held
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%WDMF0.9%GOAT3.3%VISMnot held

and 4,235 more companies the funds hold

How alike they are

Show the other 2

Keep going

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