HETH vs IIND vs WDMF vs GARP

  • HETH
  • IIND
  • WDMF
  • GARP

HETH, IIND, WDMF and GARP hold 700 companies between them. None is in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

HETHIINDWDMFGARP
FundBetaSharesBetaSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.62%0.80%0.35%0.30%
Fund size--$178.0m$154.0m$131.6m
Holdings21232493220
1Y price return+10.6%−19.7%+8.4%−2.4%
Distribution yield2.05%0.88%3.37%5.90%
Look-through coverage99.8%99.6%99.3%100.0%

Return, last year

change since the start
share of each fund
  • HETH
  • IIND
  • WDMF
  • GARP
  • MSFT MICROSOFT CORPIn 2 of 4HETHnot heldIINDnot heldWDMF3.9%GARP6.2%
  • META META PLATFORMS INCIn 2 of 4HETHnot heldIINDnot heldWDMF1.5%GARP6.1%
  • NVDA NVIDIA CORPIn 3 of 4HETH4.4%IINDnot heldWDMF5.7%GARP5.5%
  • AAPL APPLE INCIn 2 of 4HETH4.4%IINDnot heldWDMF5.1%GARPnot held
  • LLY ELI LILLY & COIn 3 of 4HETH2.6%IINDnot heldWDMF0.9%GARP5.1%

and 690 more companies the funds hold

How alike they are

Show the other 2

Keep going

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