VISM vs IACT vs WVOL vs GARP

  • VISM
  • IACT
  • WVOL
  • GARP

VISM, IACT, WVOL and GARP hold 4,274 companies between them. None is in every one of them, and IACT and GARP are the most alike: 28% of each is the same companies.

Side by side

VISMIACTWVOLGARP
FundVanguardiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.45%0.25%0.30%
Fund size$753.9m$258.0m$75.0m$131.6m
Holdings3715267430220
1Y price return+0.4%+11.4%+3.7%−2.6%
Distribution yield8.16%0.53%2.08%5.92%
Look-through coverage99.2%99.9%99.3%100.0%

Return, last year

change since the start
share of each fund
  • VISM
  • IACT
  • WVOL
  • GARP
  • NVDA NVIDIA CORPIn 3 of 4VISMnot heldIACT8.4%WVOL0.8%GARP5.5%
  • AAPL APPLE INCIn 2 of 4VISMnot heldIACT7.7%WVOL0.6%GARPnot held
  • MSFT MICROSOFT CORPIn 3 of 4VISMnot heldIACT4.9%WVOL1.0%GARP6.2%
  • META META PLATFORMS INCIn 3 of 4VISMnot heldIACT2.8%WVOL<0.1%GARP6.1%
  • LLY ELI LILLY & COIn 3 of 4VISMnot heldIACT1.2%WVOL0.2%GARP5.1%

and 4,264 more companies the funds hold

How alike they are

Show the other 2

Keep going

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