ESGI vs IMTM vs GARP vs HETH

  • ESGI
  • IMTM
  • GARP
  • HETH

ESGI, IMTM, GARP and HETH hold at least 680 companies between them. 3 are in every one of them, and GARP and HETH are the most alike: 28% of each is the same companies.

Side by side

ESGIIMTMGARPHETH
FundVanEckiSharesGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.30%0.62%
Fund size$217.0m$16.0m$131.6m--
Holdings139369220212
1Y price return+3.9%--−2.4%+10.6%
Distribution yield2.68%Not yet5.90%2.05%
Look-through coverage98.8%98.9%100.0%99.8%

Return, last year

change since the start
share of each fund
  • ESGI
  • IMTM
  • GARP
  • HETH
  • MSFT MICROSOFT CORPIn 1 of 4ESGInot heldIMTMnot heldGARP6.2%HETHnot held
  • META META PLATFORMS INCIn 1 of 4ESGInot heldIMTMnot heldGARP6.1%HETHnot held
  • AMAT APPLIED MATERIALS INCIn 3 of 4ESGI5.8%IMTM2.0%GARPnot heldHETH2.0%
  • ASML ASML HOLDING NVIn all 4ESGI5.8%IMTM2.7%GARP3.1%HETH3.8%
  • PANW PALO ALTO NETWORKS INCIn 3 of 4ESGI5.6%IMTM0.8%GARPnot heldHETH1.7%

and 670 more companies the funds hold

How alike they are

Show the other 2

Keep going

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