WDMF vs GARP

  • WDMF
  • GARP

WDMF and GARP hold 583 companies between them. 107 are in both, and 33% of each fund is the same companies.

In both · 33%WDMF only · 67%

Side by side

WDMFGARP
FundiSharesGlobal X
Asset classInternational sharesInternational shares
Fee a year0.35%0.30%
Fund size$154.0m$131.6m
Holdings493220
1Y price return+8.1%−2.6%
Distribution yield3.37%5.90%
Look-through coverage99.3%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • MSFT MICROSOFT CORPIn all 2WDMF3.9%GARP6.2%
  • META META PLATFORMS INCIn all 2WDMF1.5%GARP6.1%
  • NVDA NVIDIA CORPIn all 2WDMF5.7%GARP5.5%
  • AAPL APPLE INCIn 1 of 2WDMF5.1%GARPnot held
  • LLY ELI LILLY & COIn all 2WDMF0.9%GARP5.1%

and 573 more companies the funds hold

How alike they are

Keep going

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