ESGI vs IVLU vs GARP vs VISM

  • ESGI
  • IVLU
  • GARP
  • VISM

ESGI, IVLU, GARP 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

ESGIIVLUGARPVISM
FundVanEckiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.30%0.32%
Fund size$217.0m$28.0m$131.6m$753.9m
Holdings1394082203715
1Y price return+3.8%--−2.6%+0.4%
Distribution yield2.68%Not yet5.90%8.17%
Look-through coverage98.8%99.6%100.0%99.2%

Return, last year

change since the start
share of each fund
  • ESGI
  • IVLU
  • GARP
  • VISM
  • MU MICRON TECHNOLOGY INCIn 1 of 4ESGInot heldIVLU16.3%GARPnot heldVISMnot held
  • MSFT MICROSOFT CORPIn 1 of 4ESGInot heldIVLUnot heldGARP6.2%VISMnot held
  • META META PLATFORMS INCIn 1 of 4ESGInot heldIVLUnot heldGARP6.1%VISMnot held
  • AMAT APPLIED MATERIALS INCIn 1 of 4ESGI5.8%IVLUnot heldGARPnot heldVISMnot held
  • ASML ASML HOLDING NVIn 2 of 4ESGI5.8%IVLUnot heldGARP3.1%VISMnot held

and 4,269 more companies the funds hold

How alike they are

Show the other 2

Keep going

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