Compare GARP · WRLD · IWLD
GARP, WRLD and IWLD hold 1,314 companies between them. 88 are in every one of them, and WRLD and IWLD are the most alike: 49.3% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Communication Services
- Health Care
- Everything else
- NVDANVIDIA CORPIn all 3GARP5.5%WRLD6.0%IWLD11.6%
- MSFTMICROSOFT CORPIn all 3GARP6.2%WRLD4.2%IWLD8.0%
- METAMETA PLATFORMS INCIn 2 of 3GARP6.1%WRLD1.8%IWLDnot held
- AAPLAPPLE INCIn 1 of 3GARPnot heldWRLD5.3%IWLDnot held
- LLYELI LILLY & COIn all 3GARP5.1%WRLD1.1%IWLD2.1%
- GOOGALPHABET INC-CIn all 3GARP4.7%WRLD1.9%IWLD3.5%
- GOOGLALPHABET INC-AIn 2 of 3GARPnot heldWRLD2.3%IWLD4.5%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GARP4.4%WRLD0.8%IWLDnot held
- ASMLASML HOLDING NVIn all 3GARP3.1%WRLD0.8%IWLD1.6%
- AMZNAMAZON.COM INCIn 1 of 3GARPnot heldWRLD2.7%IWLDnot held
What each fund is in
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.
What GARP already gives you
- GARP and IWLD share 91 companies32.9%
- GARP and WRLD share 195 companies30.2%
- WRLD and IWLD share 479 companies49.3%
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.
What each fund changed
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.