WDMF vs GARP vs IWLD vs VGS

  • WDMF
  • GARP
  • IWLD
  • VGS

WDMF, GARP, IWLD and VGS hold 1,337 companies between them. 49 are in every one of them, and WDMF and VGS are the most alike: 59% of each is the same companies.

Side by side

WDMFGARPIWLDVGS
FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.09%0.18%
Fund size$154.0m$131.6m$1.5b$14.6b
Holdings4932206181221
1Y price return+8.4%−2.4%+7.7%+7.7%
Distribution yield3.37%5.90%1.32%1.19%
Look-through coverage99.3%100.0%99.7%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • IWLD
  • VGS
  • NVDA NVIDIA CORPIn all 4WDMF5.7%GARP5.5%IWLD11.6%VGS5.6%
  • MSFT MICROSOFT CORPIn all 4WDMF3.9%GARP6.2%IWLD8.0%VGS4.0%
  • META META PLATFORMS INCIn 3 of 4WDMF1.5%GARP6.1%IWLDnot heldVGS1.4%
  • AAPL APPLE INCIn 2 of 4WDMF5.1%GARPnot heldIWLDnot heldVGS5.2%
  • LLY ELI LILLY & COIn all 4WDMF0.9%GARP5.1%IWLD2.1%VGS1.0%

and 1,327 more companies the funds hold

How alike they are

Show the other 2

Keep going

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