GARP vs WVOL vs CNEW vs WRLD

  • GARP
  • WVOL
  • CNEW
  • WRLD

GARP, WVOL, CNEW and WRLD hold 1,376 companies between them. None is in every one of them, and WVOL and WRLD are the most alike: 36% of each is the same companies.

Side by side

GARPWVOLCNEWWRLD
FundGlobal XiSharesVanEckBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.95%0.54%
Fund size$131.6m$75.0m$81.0m--
Holdings2204301211196
1Y price return−2.4%+3.7%−6.6%+8.1%
Distribution yield5.90%2.09%0.77%0.26%
Look-through coverage100.0%99.3%99.9%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • CNEW
  • WRLD
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%WVOL1.0%CNEWnot heldWRLD4.2%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%WVOL<0.1%CNEWnot heldWRLD1.8%
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%WVOL0.8%CNEWnot heldWRLD6.0%
  • AAPL APPLE INCIn 2 of 4GARPnot heldWVOL0.6%CNEWnot heldWRLD5.3%
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%WVOL0.2%CNEWnot heldWRLD1.1%

and 1,366 more companies the funds hold

How alike they are

Show the other 2

Keep going

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