VISM vs GARP vs IHQL vs WVOL

  • VISM
  • GARP
  • IHQL
  • WVOL

VISM, GARP, IHQL and WVOL hold at least 4,323 companies between them. None is in every one of them, and GARP and IHQL are the most alike: 50% of each is the same companies.

Side by side

VISMGARPIHQLWVOL
FundVanguardGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.30%0.28%0.25%
Fund size$753.9m$131.6m$2.0m$75.0m
Holdings3715220338430
1Y price return+0.4%−2.6%--+3.7%
Distribution yield8.16%5.92%Not yet2.08%
Look-through coverage99.2%100.0%99.2%99.3%

Return, last year

change since the start
share of each fund
  • VISM
  • GARP
  • IHQL
  • WVOL
  • MSFT MICROSOFT CORPIn 3 of 4VISMnot heldGARP6.2%IHQL5.7%WVOL1.0%
  • META META PLATFORMS INCIn 3 of 4VISMnot heldGARP6.1%IHQL5.8%WVOL<0.1%
  • NVDA NVIDIA CORPIn 3 of 4VISMnot heldGARP5.5%IHQL4.8%WVOL0.8%
  • AAPL APPLE INCIn 2 of 4VISMnot heldGARPnot heldIHQL5.2%WVOL0.6%
  • LLY ELI LILLY & COIn 3 of 4VISMnot heldGARP5.1%IHQL4.0%WVOL0.2%

and 4,313 more companies the funds hold

How alike they are

Show the other 2

Keep going

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