GARP vs WVOL vs IWLD

  • GARP
  • WVOL
  • IWLD

GARP, WVOL and IWLD hold 896 companies between them. 39 are in every one of them, and GARP and IWLD are the most alike: 33% of each is the same companies.

Side by side

GARPWVOLIWLD
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.09%
Fund size$131.6m$75.0m$1.5b
Holdings220430618
1Y price return−2.4%+3.7%+7.7%
Distribution yield5.90%2.09%1.32%
Look-through coverage100.0%99.3%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • IWLD
  • NVDA NVIDIA CORPIn all 3GARP5.5%WVOL0.8%IWLD11.6%
  • MSFT MICROSOFT CORPIn all 3GARP6.2%WVOL1.0%IWLD8.0%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%WVOL<0.1%IWLDnot held
  • LLY ELI LILLY & COIn all 3GARP5.1%WVOL0.2%IWLD2.1%
  • GOOG ALPHABET INC-CIn all 3GARP4.7%WVOL0.3%IWLD3.5%

and 886 more companies the funds hold

How alike they are

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