EXUS vs GARP vs IVE

  • EXUS
  • GARP
  • IVE

EXUS, GARP and IVE hold at least 1,104 companies between them. 94 are in every one of them, and EXUS and IVE are the most alike: 76% of each is the same companies.

Side by side

EXUSGARPIVE
FundBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.14%0.30%0.32%
Fund size--$131.6m$577.0m
Holdings877220694
1Y price return+5.1%only priced since 2025-11-09−2.6%+2.5%
Distribution yieldNot yet5.90%3.62%
Look-through coverage99.7%100.0%98.5%

Return, last year

change since the start
share of each fund
  • EXUS
  • GARP
  • IVE
  • MSFT MICROSOFT CORPIn 1 of 3EXUSnot heldGARP6.2%IVEnot held
  • META META PLATFORMS INCIn 1 of 3EXUSnot heldGARP6.1%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 3EXUSnot heldGARP5.5%IVEnot held
  • LLY ELI LILLY & COIn 1 of 3EXUSnot heldGARP5.1%IVEnot held
  • GOOG ALPHABET INC-CIn 1 of 3EXUSnot heldGARP4.7%IVEnot held

and 1,094 more companies the funds hold

How alike they are

Keep going

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