GARP vs WDMF vs WVOL vs VISM

  • GARP
  • WDMF
  • WVOL
  • VISM

GARP, WDMF, WVOL and VISM hold at least 4,400 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

GARPWDMFWVOLVISM
FundGlobal XiSharesiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.25%0.32%
Fund size$131.6m$154.0m$75.0m$753.9m
Holdings2204934303715
1Y price return−2.4%+8.4%+3.7%+0.3%
Distribution yield5.90%3.37%2.09%8.17%
Look-through coverage100.0%99.3%99.3%99.2%

Return, last year

change since the start
share of each fund
  • GARP
  • WDMF
  • WVOL
  • VISM
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%WDMF3.9%WVOL1.0%VISMnot held
  • META META PLATFORMS INCIn 3 of 4GARP6.1%WDMF1.5%WVOL<0.1%VISMnot held
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%WDMF5.7%WVOL0.8%VISMnot held
  • AAPL APPLE INCIn 2 of 4GARPnot heldWDMF5.1%WVOL0.6%VISMnot held
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%WDMF0.9%WVOL0.2%VISMnot held

and 4,390 more companies the funds hold

How alike they are

Show the other 2

Keep going

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