GARP vs ESTX vs IIND

  • GARP
  • ESTX
  • IIND

GARP, ESTX and IIND hold 287 companies between them. None is in every one of them, and GARP and ESTX are the most alike: 9% of each is the same companies.

Side by side

GARPESTXIIND
FundGlobal XGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.80%
Fund size$131.6m$435.7m$178.0m
Holdings2205032
1Y price return−2.6%−5.1%−20.6%
Distribution yield5.90%7.51%0.88%
Look-through coverage100.0%100.0%99.6%

Return, last year

change since the start
share of each fund
  • GARP
  • ESTX
  • IIND
  • ASML ASML HOLDING NVIn 2 of 3GARP3.1%ESTX10.4%IINDnot held
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%ESTXnot heldIINDnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%ESTXnot heldIINDnot held
  • NVDA NVIDIA CORPIn 1 of 3GARP5.5%ESTXnot heldIINDnot held
  • LLY ELI LILLY & COIn 1 of 3GARP5.1%ESTXnot heldIINDnot held

and 277 more companies the funds hold

How alike they are

Keep going

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