GARP vs WVOL vs CFLO

  • GARP
  • WVOL
  • CFLO

GARP, WVOL and CFLO hold 647 companies between them. 32 are in every one of them, and GARP and CFLO are the most alike: 26% of each is the same companies.

Side by side

GARPWVOLCFLO
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.40%
Fund size$131.6m$75.0m$26.0m
Holdings220430213
1Y price return−2.4%+3.7%+12.2%
Distribution yield5.90%2.09%2.89%
Look-through coverage100.0%99.3%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • CFLO
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%WVOL1.0%CFLOnot held
  • META META PLATFORMS INCIn 2 of 3GARP6.1%WVOL<0.1%CFLOnot held
  • NVDA NVIDIA CORPIn all 3GARP5.5%WVOL0.8%CFLO4.2%
  • PANW PALO ALTO NETWORKS INCIn 2 of 3GARPnot heldWVOL0.2%CFLO5.3%
  • LLY ELI LILLY & COIn 2 of 3GARP5.1%WVOL0.2%CFLOnot held

and 637 more companies the funds hold

How alike they are

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