GARP vs WVOL vs VISM vs CNEW

  • GARP
  • WVOL
  • VISM
  • CNEW

GARP, WVOL, VISM and CNEW hold 4,317 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

GARPWVOLVISMCNEW
FundGlobal XiSharesVanguardVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.32%0.95%
Fund size$131.6m$75.0m$753.9m$81.0m
Holdings2204303715121
1Y price return−2.4%+3.7%+0.3%−6.6%
Distribution yield5.90%2.09%8.17%0.77%
Look-through coverage100.0%99.3%99.2%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • WVOL
  • VISM
  • CNEW
  • MSFT MICROSOFT CORPIn 2 of 4GARP6.2%WVOL1.0%VISMnot heldCNEWnot held
  • META META PLATFORMS INCIn 2 of 4GARP6.1%WVOL<0.1%VISMnot heldCNEWnot held
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%WVOL0.8%VISMnot heldCNEWnot held
  • LLY ELI LILLY & COIn 2 of 4GARP5.1%WVOL0.2%VISMnot heldCNEWnot held
  • GOOG ALPHABET INC-CIn 2 of 4GARP4.7%WVOL0.3%VISMnot heldCNEWnot held

and 4,307 more companies the funds hold

How alike they are

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