WDMF vs GARP vs IMTM

  • WDMF
  • GARP
  • IMTM

WDMF, GARP and IMTM hold at least 762 companies between them. 30 are in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

WDMFGARPIMTM
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.25%
Fund size$154.0m$131.6m$16.0m
Holdings493220369
1Y price return+8.1%−2.6%--
Distribution yield3.37%5.90%Not yet
Look-through coverage99.3%100.0%98.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • IMTM
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%GARP6.2%IMTMnot held
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%GARP6.1%IMTMnot held
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%GARP5.5%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3WDMF1.1%GARPnot heldIMTM5.5%
  • AAPL APPLE INCIn 1 of 3WDMF5.1%GARPnot heldIMTMnot held

and 752 more companies the funds hold

How alike they are

Keep going

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