ESGI vs GARP vs IVLU vs VISM

  • ESGI
  • GARP
  • IVLU
  • VISM

ESGI, GARP, IVLU and VISM hold at least 4,279 companies between them. None is in every one of them, and ESGI and GARP are the most alike: 12% of each is the same companies.

Side by side

ESGIGARPIVLUVISM
FundVanEckGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.30%0.25%0.32%
Fund size$217.0m$131.6m$28.0m$753.9m
Holdings1392204083715
1Y price return+3.9%−2.4%--+0.3%
Distribution yield2.68%5.90%Not yet8.17%
Look-through coverage98.8%100.0%99.6%99.2%

Return, last year

change since the start
share of each fund
  • ESGI
  • GARP
  • IVLU
  • VISM
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESGInot heldGARPnot heldIVLU16.3%VISMnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESGInot heldGARP6.2%IVLUnot heldVISMnot held
  • META META PLATFORMS INCIn 1 of 4ESGInot heldGARP6.1%IVLUnot heldVISMnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%GARPnot heldIVLUnot heldVISMnot held
  • ASML ASML HOLDING NVIn 2 of 4ESGI5.8%GARP3.1%IVLUnot heldVISMnot held

and 4,269 more companies the funds hold

How alike they are

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