WDMF vs GARP vs VISM

  • WDMF
  • GARP
  • VISM

WDMF, GARP and VISM hold at least 4,190 companies between them. 5 are in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

WDMFGARPVISM
FundiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.32%
Fund size$154.0m$131.6m$753.9m
Holdings4932203715
1Y price return+8.4%−2.4%+0.3%
Distribution yield3.37%5.90%8.17%
Look-through coverage99.3%100.0%99.2%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • VISM
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%GARP6.2%VISMnot held
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%GARP6.1%VISMnot held
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%GARP5.5%VISMnot held
  • AAPL APPLE INCIn 1 of 3WDMF5.1%GARPnot heldVISMnot held
  • LLY ELI LILLY & COIn 2 of 3WDMF0.9%GARP5.1%VISMnot held

and 4,180 more companies the funds hold

How alike they are

Keep going

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