WDMF vs GARP vs GWTH vs CETF

  • WDMF
  • GARP
  • GWTH
  • CETF

WDMF, GARP, GWTH and CETF hold 664 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

WDMFGARPGWTHCETF
FundiSharesGlobal XVanEckVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.40%0.60%
Fund size$154.0m$131.6m$14.0m$36.0m
Holdings4932209051
1Y price return+8.1%−2.6%+1.2%−8.6%
Distribution yield3.37%5.90%3.31%one payment in the year2.01%
Look-through coverage99.3%100.0%98.9%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • GWTH
  • CETF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4WDMFnot heldGARPnot heldGWTHnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4WDMFnot heldGARPnot heldGWTHnot heldCETF6.4%
  • AMD ADVANCED MICRO DEVICES INCIn 2 of 4WDMF0.9%GARPnot heldGWTH6.3%CETFnot held
  • MSFT MICROSOFT CORPIn 2 of 4WDMF3.9%GARP6.2%GWTHnot heldCETFnot held
  • META META PLATFORMS INCIn 2 of 4WDMF1.5%GARP6.1%GWTHnot heldCETFnot held

and 654 more companies the funds hold

How alike they are

Show the other 2

Keep going

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