GARP vs WVOL

  • GARP
  • WVOL

GARP and WVOL hold 552 companies between them. 79 are in both, and 20% of each fund is the same companies.

In both · 20%GARP only · 80%

Side by side

GARPWVOL
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.25%
Fund size$131.6m$75.0m
Holdings220430
1Y price return−2.4%+3.7%
Distribution yield5.90%2.09%
Look-through coverage100.0%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • MSFT MICROSOFT CORPIn all 2GARP6.2%WVOL1.0%
  • META META PLATFORMS INCIn all 2GARP6.1%WVOL<0.1%
  • NVDA NVIDIA CORPIn all 2GARP5.5%WVOL0.8%
  • LLY ELI LILLY & COIn all 2GARP5.1%WVOL0.2%
  • GOOG ALPHABET INC-CIn all 2GARP4.7%WVOL0.3%

and 542 more companies the funds hold

How alike they are

Keep going

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