WDMF vs CNEW vs GARP vs VISM

  • WDMF
  • CNEW
  • GARP
  • VISM

WDMF, CNEW, GARP and VISM hold 4,310 companies between them. None is in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

WDMFCNEWGARPVISM
FundiSharesVanEckGlobal XVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.95%0.30%0.32%
Fund size$154.0m$81.0m$131.6m$753.9m
Holdings4931212203715
1Y price return+8.1%−6.9%−2.6%+0.4%
Distribution yield3.37%0.77%5.90%8.17%
Look-through coverage99.3%99.9%100.0%99.2%

Return, last year

change since the start
share of each fund
  • WDMF
  • CNEW
  • GARP
  • VISM
  • MSFT MICROSOFT CORPIn 2 of 4WDMF3.9%CNEWnot heldGARP6.2%VISMnot held
  • META META PLATFORMS INCIn 2 of 4WDMF1.5%CNEWnot heldGARP6.1%VISMnot held
  • NVDA NVIDIA CORPIn 2 of 4WDMF5.7%CNEWnot heldGARP5.5%VISMnot held
  • AAPL APPLE INCIn 1 of 4WDMF5.1%CNEWnot heldGARPnot heldVISMnot held
  • LLY ELI LILLY & COIn 2 of 4WDMF0.9%CNEWnot heldGARP5.1%VISMnot held

and 4,300 more companies the funds hold

How alike they are

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