ESTX vs GARP

  • ESTX
  • GARP

ESTX and GARP hold 257 companies between them. 13 are in both, and 9% of each fund is the same companies.

In both · 9%ESTX only · 91%

Side by side

FundGlobal XGlobal X
Asset classInternational sharesInternational shares
Fee a year0.35%0.30%
Fund size$435.7m$131.6m
Holdings50220
1Y price return−5.1%−2.6%
Distribution yield7.51%5.90%
Look-through coverage100.0%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • GARP
  • ASML ASML HOLDING NVIn all 2ESTX10.4%GARP3.1%
  • MSFT MICROSOFT CORPIn 1 of 2ESTXnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 2ESTXnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 1 of 2ESTXnot heldGARP5.5%
  • LLY ELI LILLY & COIn 1 of 2ESTXnot heldGARP5.1%

and 247 more companies the funds hold

How alike they are

Keep going

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