GARP vs WVOL vs IIND

  • GARP
  • WVOL
  • IIND

GARP, WVOL and IIND hold 582 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

GARPWVOLIIND
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.80%
Fund size$131.6m$75.0m$178.0m
Holdings22043032
1Y price return−2.4%+3.7%−19.7%
Distribution yield5.90%2.09%0.88%
Look-through coverage100.0%99.3%99.6%

Return, last year

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

and 572 more companies the funds hold

How alike they are

Keep going

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