WVOL vs GARP vs CNEW

  • WVOL
  • GARP
  • CNEW

WVOL, GARP and CNEW hold 672 companies between them. None is in every one of them, and WVOL and GARP are the most alike: 20% of each is the same companies.

Side by side

WVOLGARPCNEW
FundiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.95%
Fund size$75.0m$131.6m$81.0m
Holdings430220121
1Y price return+3.7%−2.6%−6.9%
Distribution yield2.09%5.90%0.77%
Look-through coverage99.3%100.0%99.9%

Return, last year

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

and 662 more companies the funds hold

How alike they are

Keep going

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