GARP vs WVOL vs CNEW

  • GARP
  • WVOL
  • CNEW

GARP, WVOL and CNEW hold 672 companies between them. None is in every one of them, and GARP and WVOL are the most alike: 20% of each is the same companies.

Side by side

GARPWVOLCNEW
FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.95%
Fund size$131.6m$75.0m$81.0m
Holdings220430121
1Y price return−2.4%+3.7%−6.6%
Distribution yield5.90%2.09%0.77%
Look-through coverage100.0%99.3%99.9%

Return, last year

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

and 662 more companies the funds hold

How alike they are

Keep going

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