GARP vs ESTX

  • GARP
  • ESTX

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

In both · 9%GARP only · 91%

Side by side

GARPESTX
FundGlobal XGlobal X
Asset classInternational sharesInternational shares
Fee a year0.30%0.35%
Fund size$131.6m$435.7m
Holdings22050
1Y price return−2.6%−5.1%
Distribution yield5.90%7.51%
Look-through coverage100.0%100.0%

Return, last year

change since the start
share of each fund
  • GARP
  • ESTX
  • ASML ASML HOLDING NVIn all 2GARP3.1%ESTX10.4%
  • MSFT MICROSOFT CORPIn 1 of 2GARP6.2%ESTXnot held
  • META META PLATFORMS INCIn 1 of 2GARP6.1%ESTXnot held
  • NVDA NVIDIA CORPIn 1 of 2GARP5.5%ESTXnot held
  • LLY ELI LILLY & COIn 1 of 2GARP5.1%ESTXnot held

and 247 more companies the funds hold

How alike they are

Keep going

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