WDMF vs CFLO vs GARP

  • WDMF
  • CFLO
  • GARP

WDMF, CFLO and GARP hold 680 companies between them. 34 are in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

WDMFCFLOGARP
FundiSharesBetaSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.40%0.30%
Fund size$154.0m$26.0m$131.6m
Holdings493213220
1Y price return+8.4%+12.2%−2.4%
Distribution yield3.37%2.89%5.90%
Look-through coverage99.3%99.7%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • CFLO
  • GARP
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%CFLOnot heldGARP6.2%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%CFLOnot heldGARP6.1%
  • NVDA NVIDIA CORPIn all 3WDMF5.7%CFLO4.2%GARP5.5%
  • PANW PALO ALTO NETWORKS INCIn 1 of 3WDMFnot heldCFLO5.3%GARPnot held
  • AAPL APPLE INCIn 1 of 3WDMF5.1%CFLOnot heldGARPnot held

and 670 more companies the funds hold

How alike they are

Keep going

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