WDMF vs IMTM vs GARP

  • WDMF
  • IMTM
  • GARP

WDMF, IMTM and GARP hold at least 762 companies between them. 30 are in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

WDMFIMTMGARP
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.30%
Fund size$154.0m$16.0m$131.6m
Holdings493369220
1Y price return+8.1%--−2.6%
Distribution yield3.37%Not yet5.90%
Look-through coverage99.3%98.9%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • IMTM
  • GARP
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%IMTMnot heldGARP6.2%
  • META META PLATFORMS INCIn 2 of 3WDMF1.5%IMTMnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%IMTMnot heldGARP5.5%
  • MU MICRON TECHNOLOGY INCIn 2 of 3WDMF1.1%IMTM5.5%GARPnot held
  • AAPL APPLE INCIn 1 of 3WDMF5.1%IMTMnot heldGARPnot held

and 752 more companies the funds hold

How alike they are

Keep going

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