GARP vs WVOL vs VISM vs CETF

  • GARP
  • WVOL
  • VISM
  • CETF

GARP, WVOL, VISM and CETF hold 4,247 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

GARPWVOLVISMCETF
FundGlobal XiSharesVanguardVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.32%0.60%
Fund size$131.6m$75.0m$753.9m$36.0m
Holdings220430371551
1Y price return−2.4%+3.7%+0.3%−9.8%
Distribution yield5.90%2.09%8.17%2.01%
Look-through coverage100.0%99.3%99.2%100.0%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • VISM
  • CETF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4GARPnot heldWVOLnot heldVISMnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4GARPnot heldWVOLnot heldVISMnot heldCETF6.4%
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%WVOL1.0%VISMnot heldCETFnot held
  • META META PLATFORMS INCIn 2 of 4GARP6.1%WVOL<0.1%VISMnot heldCETFnot held
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%WVOL0.8%VISMnot heldCETFnot held

and 4,237 more companies the funds hold

How alike they are

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