GARP vs WVOL vs VISM

  • GARP
  • WVOL
  • VISM

GARP, WVOL and VISM hold at least 4,197 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

GARPWVOLVISM
FundGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.32%
Fund size$131.6m$75.0m$753.9m
Holdings2204303715
1Y price return−2.4%+3.7%+0.3%
Distribution yield5.90%2.09%8.17%
Look-through coverage100.0%99.3%99.2%

Return, last year

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

and 4,187 more companies the funds hold

How alike they are

Keep going

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