GARP vs WDMF vs VISM vs IIND

  • GARP
  • WDMF
  • VISM
  • IIND

GARP, WDMF, VISM and IIND hold 4,220 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

FundGlobal XiSharesVanguardBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.32%0.80%
Fund size$131.6m$154.0m$753.9m$178.0m
Holdings220493371532
1Y price return−2.6%+8.1%+0.4%−20.6%
Distribution yield5.90%3.37%8.17%0.88%
Look-through coverage100.0%99.3%99.2%99.6%

Return, last year

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

and 4,210 more companies the funds hold

How alike they are

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