WVOL vs QLTY vs GARP vs CNEW

  • WVOL
  • QLTY
  • GARP
  • CNEW

WVOL, QLTY, GARP and CNEW hold 740 companies between them. None is in every one of them, and QLTY and GARP are the most alike: 35% of each is the same companies.

Side by side

WVOLQLTYGARPCNEW
FundiSharesBetaSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.30%0.95%
Fund size$75.0m--$131.6m$81.0m
Holdings430163220121
1Y price return+3.7%+3.9%−2.6%−6.9%
Distribution yield2.09%3.24%5.90%0.77%
Look-through coverage99.3%99.9%100.0%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • QLTY
  • GARP
  • CNEW
  • MSFT MICROSOFT CORPIn 3 of 4WVOL1.0%QLTY5.1%GARP6.2%CNEWnot held
  • META META PLATFORMS INCIn 3 of 4WVOL<0.1%QLTY5.6%GARP6.1%CNEWnot held
  • NVDA NVIDIA CORPIn 2 of 4WVOL0.8%QLTYnot heldGARP5.5%CNEWnot held
  • ASML ASML HOLDING NVIn 3 of 4WVOL0.7%QLTY5.2%GARP3.1%CNEWnot held
  • LLY ELI LILLY & COIn 2 of 4WVOL0.2%QLTYnot heldGARP5.1%CNEWnot held

and 730 more companies the funds hold

How alike they are

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Keep going

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