WDMF vs GARP vs IWLD

  • WDMF
  • GARP
  • IWLD

WDMF, GARP and IWLD hold 934 companies between them. 49 are in every one of them, and WDMF and IWLD are the most alike: 39% of each is the same companies.

Side by side

WDMFGARPIWLD
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.09%
Fund size$154.0m$131.6m$1.5b
Holdings493220618
1Y price return+8.4%−2.4%+7.7%
Distribution yield3.37%5.90%1.32%
Look-through coverage99.3%100.0%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • IWLD
  • NVDA NVIDIA CORPIn all 3WDMF5.7%GARP5.5%IWLD11.6%
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%GARP6.2%IWLD8.0%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%GARP6.1%IWLDnot held
  • AAPL APPLE INCIn 1 of 3WDMF5.1%GARPnot heldIWLDnot held
  • LLY ELI LILLY & COIn all 3WDMF0.9%GARP5.1%IWLD2.1%

and 924 more companies the funds hold

How alike they are

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