GARP vs WVOL vs VISM vs WDMF

  • GARP
  • WVOL
  • VISM
  • WDMF

GARP, WVOL, VISM and WDMF hold at least 4,400 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

GARPWVOLVISMWDMF
FundGlobal XiSharesVanguardiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.32%0.35%
Fund size$131.6m$75.0m$753.9m$154.0m
Holdings2204303715493
1Y price return−2.4%+3.7%+0.3%+8.4%
Distribution yield5.90%2.09%8.17%3.37%
Look-through coverage100.0%99.3%99.2%99.3%

Return, last year

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

and 4,390 more companies the funds hold

How alike they are

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