GARP vs ESTX vs GWTH

  • GARP
  • ESTX
  • GWTH

GARP, ESTX and GWTH hold 318 companies between them. 1 is in every one of them, and GARP and GWTH are the most alike: 25% of each is the same companies.

Side by side

GARPESTXGWTH
FundGlobal XGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.40%
Fund size$131.6m$435.7m$14.0m
Holdings2205090
1Y price return−2.6%−5.1%+1.2%
Distribution yield5.90%7.51%3.31%one payment in the year
Look-through coverage100.0%100.0%98.9%

Return, last year

change since the start
share of each fund
  • GARP
  • ESTX
  • GWTH
  • ASML ASML HOLDING NVIn all 3GARP3.1%ESTX10.4%GWTH5.0%
  • AMD ADVANCED MICRO DEVICES INCIn 1 of 3GARPnot heldESTXnot heldGWTH6.3%
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%ESTXnot heldGWTHnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%ESTXnot heldGWTHnot held
  • NVDA NVIDIA CORPIn 1 of 3GARP5.5%ESTXnot heldGWTHnot held

and 308 more companies the funds hold

How alike they are

Keep going

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