WDMF vs IMTM vs WVOL vs GARP

  • WDMF
  • IMTM
  • WVOL
  • GARP

WDMF, IMTM, WVOL and GARP hold at least 914 companies between them. 13 are in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

WDMFIMTMWVOLGARP
FundiSharesiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.25%0.25%0.30%
Fund size$154.0m$16.0m$75.0m$131.6m
Holdings493369430220
1Y price return+8.1%--+3.7%−2.6%
Distribution yield3.37%Not yet2.09%5.90%
Look-through coverage99.3%98.9%99.3%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • IMTM
  • WVOL
  • GARP
  • MSFT MICROSOFT CORPIn 3 of 4WDMF3.9%IMTMnot heldWVOL1.0%GARP6.2%
  • META META PLATFORMS INCIn 3 of 4WDMF1.5%IMTMnot heldWVOL<0.1%GARP6.1%
  • NVDA NVIDIA CORPIn 3 of 4WDMF5.7%IMTMnot heldWVOL0.8%GARP5.5%
  • MU MICRON TECHNOLOGY INCIn 3 of 4WDMF1.1%IMTM5.5%WVOL0.2%GARPnot held
  • AAPL APPLE INCIn 2 of 4WDMF5.1%IMTMnot heldWVOL0.6%GARPnot held

and 904 more companies the funds hold

How alike they are

Show the other 2

Keep going

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