Compare GARP · WDMF · IWLD

GARP, WDMF and IWLD hold 934 companies between them. 49 are in every one of them, and WDMF and IWLD are the most alike: 38.6% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Communication Services
• Health Care
• Everything else

• NVDANVIDIA CORPIn all 3GARP5.5%WDMF5.7%IWLD11.6%
• MSFTMICROSOFT CORPIn all 3GARP6.2%WDMF3.9%IWLD8.0%
• METAMETA PLATFORMS INCIn 2 of 3GARP6.1%WDMF1.5%IWLDnot held
• AAPLAPPLE INCIn 1 of 3GARPnot heldWDMF5.1%IWLDnot held
• LLYELI LILLY & COIn all 3GARP5.1%WDMF0.9%IWLD2.1%
• GOOGALPHABET INC-CIn all 3GARP4.7%WDMF3.5%IWLD3.5%
• GOOGLALPHABET INC-AIn 2 of 3GARPnot heldWDMF0.3%IWLD4.5%
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%WDMF0.3%IWLDnot held
• ASMLASML HOLDING NVIn all 3GARP3.1%WDMF0.7%IWLD1.6%
• GEGE AEROSPACEIn 2 of 3GARP2.5%WDMF0.5%IWLDnot held

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• GARP and IWLD share 91 companies32.9%
• GARP and WDMF share 107 companies32.6%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• WDMF and IWLD share 198 companies38.6%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.