WVOL vs GARP

  • WVOL
  • GARP

WVOL and GARP hold 552 companies between them. 79 are in both, and 20% of each fund is the same companies.

In both · 20%WVOL only · 80%

Side by side

WVOLGARP
FundiSharesGlobal X
Asset classInternational sharesInternational shares
Fee a year0.25%0.30%
Fund size$75.0m$131.6m
Holdings430220
1Y price return+3.7%−2.6%
Distribution yield2.09%5.90%
Look-through coverage99.3%100.0%

Return, last year

change since the start
share of each fund
  • WVOL
  • GARP
  • MSFT MICROSOFT CORPIn all 2WVOL1.0%GARP6.2%
  • META META PLATFORMS INCIn all 2WVOL<0.1%GARP6.1%
  • NVDA NVIDIA CORPIn all 2WVOL0.8%GARP5.5%
  • LLY ELI LILLY & COIn all 2WVOL0.2%GARP5.1%
  • GOOG ALPHABET INC-CIn all 2WVOL0.3%GARP4.7%

and 542 more companies the funds hold

How alike they are

Keep going

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