WDMF vs GARP vs IHWL

  • WDMF
  • GARP
  • IHWL

WDMF, GARP and IHWL hold 935 companies between them. 49 are in every one of them, and WDMF and IHWL are the most alike: 39% of each is the same companies.

Side by side

WDMFGARPIHWL
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.12%
Fund size$154.0m$131.6m$879.0m
Holdings493220791
1Y price return+8.1%−2.6%+10.2%
Distribution yield3.37%5.90%5.46%
Look-through coverage99.3%100.0%99.5%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • IHWL
  • NVDA NVIDIA CORPIn all 3WDMF5.7%GARP5.5%IHWL11.6%
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%GARP6.2%IHWL8.0%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%GARP6.1%IHWLnot held
  • AAPL APPLE INCIn 1 of 3WDMF5.1%GARPnot heldIHWLnot held
  • LLY ELI LILLY & COIn all 3WDMF0.9%GARP5.1%IHWL2.1%

and 925 more companies the funds hold

How alike they are

Keep going

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