WDMF vs GARP vs CNEW

  • WDMF
  • GARP
  • CNEW

WDMF, GARP and CNEW hold 703 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

WDMFGARPCNEW
FundiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.95%
Fund size$154.0m$131.6m$81.0m
Holdings493220121
1Y price return+8.1%−2.6%−6.9%
Distribution yield3.37%5.90%0.77%
Look-through coverage99.3%100.0%99.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • CNEW
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%GARP6.2%CNEWnot held
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%GARP6.1%CNEWnot held
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%GARP5.5%CNEWnot held
  • AAPL APPLE INCIn 1 of 3WDMF5.1%GARPnot heldCNEWnot held
  • LLY ELI LILLY & COIn 2 of 3WDMF0.9%GARP5.1%CNEWnot held

and 693 more companies the funds hold

How alike they are

Keep going

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