GARP vs WVOL vs IIND vs WDMF

  • GARP
  • WVOL
  • IIND
  • WDMF

GARP, WVOL, IIND and WDMF hold 823 companies between them. None is in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPWVOLIINDWDMF
FundGlobal XiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.80%0.35%
Fund size$131.6m$75.0m$178.0m$154.0m
Holdings22043032493
1Y price return−2.6%+3.7%−20.6%+8.1%
Distribution yield5.90%2.09%0.88%3.37%
Look-through coverage100.0%99.3%99.6%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • IIND
  • WDMF
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%WVOL1.0%IINDnot heldWDMF3.9%
  • META META PLATFORMS INCIn 3 of 4GARP6.1%WVOL<0.1%IINDnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 3 of 4GARP5.5%WVOL0.8%IINDnot heldWDMF5.7%
  • AAPL APPLE INCIn 2 of 4GARPnot heldWVOL0.6%IINDnot heldWDMF5.1%
  • LLY ELI LILLY & COIn 3 of 4GARP5.1%WVOL0.2%IINDnot heldWDMF0.9%

and 813 more companies the funds hold

How alike they are

Show the other 2

Keep going

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