IMTM vs WDMF vs WRLD vs GARP

  • IMTM
  • WDMF
  • WRLD
  • GARP

IMTM, WDMF, WRLD and GARP hold 1,337 companies between them. 27 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

IMTMWDMFWRLDGARP
FundiSharesiSharesBetaSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.54%0.30%
Fund size$16.0m$154.0m--$131.6m
Holdings3694931196220
1Y price return--+8.4%+8.1%−2.4%
Distribution yieldNot yet3.37%0.26%5.90%
Look-through coverage98.9%99.3%99.9%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • WDMF
  • WRLD
  • GARP
  • MSFT MICROSOFT CORPIn 3 of 4IMTMnot heldWDMF3.9%WRLD4.2%GARP6.2%
  • META META PLATFORMS INCIn 3 of 4IMTMnot heldWDMF1.5%WRLD1.8%GARP6.1%
  • NVDA NVIDIA CORPIn 3 of 4IMTMnot heldWDMF5.7%WRLD6.0%GARP5.5%
  • MU MICRON TECHNOLOGY INCIn 3 of 4IMTM5.5%WDMF1.1%WRLD1.4%GARPnot held
  • AAPL APPLE INCIn 2 of 4IMTMnot heldWDMF5.1%WRLD5.3%GARPnot held

and 1,327 more companies the funds hold

How alike they are

Show the other 2

Keep going

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