IIND vs GARP vs WVOL

  • IIND
  • GARP
  • WVOL

IIND, GARP and WVOL hold 582 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

IINDGARPWVOL
FundBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.80%0.30%0.25%
Fund size$178.0m$131.6m$75.0m
Holdings32220430
1Y price return−19.7%−2.4%+3.7%
Distribution yield0.88%5.90%2.09%
Look-through coverage99.6%100.0%99.3%

Return, last year

change since the start
share of each fund
  • IIND
  • GARP
  • WVOL
  • MSFT MICROSOFT CORPIn 2 of 3IINDnot heldGARP6.2%WVOL1.0%
  • META META PLATFORMS INCIn 2 of 3IINDnot heldGARP6.1%WVOL<0.1%
  • NVDA NVIDIA CORPIn 2 of 3IINDnot heldGARP5.5%WVOL0.8%
  • LLY ELI LILLY & COIn 2 of 3IINDnot heldGARP5.1%WVOL0.2%
  • GOOG ALPHABET INC-CIn 2 of 3IINDnot heldGARP4.7%WVOL0.3%

and 572 more companies the funds hold

How alike they are

Keep going

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