WDMF vs GARP vs IWLD vs CETF

  • WDMF
  • GARP
  • IWLD
  • CETF

WDMF, GARP, IWLD and CETF hold 984 companies between them. None is in every one of them, and WDMF and IWLD are the most alike: 39% of each is the same companies.

Side by side

WDMFGARPIWLDCETF
FundiSharesGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.09%0.60%
Fund size$154.0m$131.6m$1.5b$36.0m
Holdings49322061851
1Y price return+8.1%−2.6%+7.4%−8.6%
Distribution yield3.37%5.90%1.32%2.01%
Look-through coverage99.3%100.0%99.7%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • IWLD
  • CETF
  • NVDA NVIDIA CORPIn 3 of 4WDMF5.7%GARP5.5%IWLD11.6%CETFnot held
  • MSFT MICROSOFT CORPIn 3 of 4WDMF3.9%GARP6.2%IWLD8.0%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4WDMFnot heldGARPnot heldIWLDnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4WDMFnot heldGARPnot heldIWLDnot heldCETF6.4%
  • META META PLATFORMS INCIn 2 of 4WDMF1.5%GARP6.1%IWLDnot heldCETFnot held

and 974 more companies the funds hold

How alike they are

Show the other 2

Keep going

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