GARP vs WDMF vs VGS vs IWLD

  • GARP
  • WDMF
  • VGS
  • IWLD

GARP, WDMF, VGS and IWLD hold 1,337 companies between them. 49 are in every one of them, and WDMF and VGS are the most alike: 59% of each is the same companies.

Side by side

GARPWDMFVGSIWLD
FundGlobal XiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.18%0.09%
Fund size$131.6m$154.0m$14.6b$1.5b
Holdings2204931221618
1Y price return−2.4%+8.4%+7.7%+7.7%
Distribution yield5.90%3.37%1.19%1.32%
Look-through coverage100.0%99.3%99.7%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • VGS
  • IWLD
  • NVDA NVIDIA CORPIn all 4GARP5.5%WDMF5.7%VGS5.6%IWLD11.6%
  • MSFT MICROSOFT CORPIn all 4GARP6.2%WDMF3.9%VGS4.0%IWLD8.0%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%WDMF1.5%VGS1.4%IWLDnot held
  • AAPL APPLE INCIn 2 of 4GARPnot heldWDMF5.1%VGS5.2%IWLDnot held
  • LLY ELI LILLY & COIn all 4GARP5.1%WDMF0.9%VGS1.0%IWLD2.1%

and 1,327 more companies the funds hold

How alike they are

Show the other 2

Keep going

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