WDMF vs GARP vs WVOL vs VGS

  • WDMF
  • GARP
  • WVOL
  • VGS

WDMF, GARP, WVOL and VGS hold 1,326 companies between them. 50 are in every one of them, and WDMF and VGS are the most alike: 59% of each is the same companies.

Side by side

WDMFGARPWVOLVGS
FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.30%0.25%0.18%
Fund size$154.0m$131.6m$75.0m$14.6b
Holdings4932204301221
1Y price return+8.1%−2.6%+3.7%+7.5%
Distribution yield3.36%5.92%2.08%1.19%
Look-through coverage99.3%100.0%99.3%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • GARP
  • WVOL
  • VGS
  • MSFT MICROSOFT CORPIn all 4WDMF3.9%GARP6.2%WVOL1.0%VGS4.0%
  • META META PLATFORMS INCIn all 4WDMF1.5%GARP6.1%WVOL<0.1%VGS1.4%
  • NVDA NVIDIA CORPIn all 4WDMF5.7%GARP5.5%WVOL0.8%VGS5.6%
  • AAPL APPLE INCIn 3 of 4WDMF5.1%GARPnot heldWVOL0.6%VGS5.2%
  • LLY ELI LILLY & COIn all 4WDMF0.9%GARP5.1%WVOL0.2%VGS1.0%

and 1,316 more companies the funds hold

How alike they are

Show the other 2

Keep going

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