GARP vs ESTX vs WRLD

  • GARP
  • ESTX
  • WRLD

GARP, ESTX and WRLD hold 1,205 companies between them. 12 are in every one of them, and GARP and WRLD are the most alike: 30% of each is the same companies.

Side by side

GARPESTXWRLD
FundGlobal XGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.54%
Fund size$131.6m$435.7m--
Holdings220501196
1Y price return−2.6%−5.1%+7.3%
Distribution yield5.90%7.51%0.26%
Look-through coverage100.0%100.0%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • ESTX
  • WRLD
  • ASML ASML HOLDING NVIn all 3GARP3.1%ESTX10.4%WRLD0.8%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%ESTXnot heldWRLD4.2%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%ESTXnot heldWRLD1.8%
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%ESTXnot heldWRLD6.0%
  • AAPL APPLE INCIn 1 of 3GARPnot heldESTXnot heldWRLD5.3%

and 1,195 more companies the funds hold

How alike they are

Keep going

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