GARP vs EXUS vs IVE

  • GARP
  • EXUS
  • IVE

GARP, EXUS 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

GARPEXUSIVE
FundGlobal XBetaSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.14%0.32%
Fund size$131.6m--$577.0m
Holdings220877694
1Y price return−2.6%+5.1%only priced since 2025-11-09+2.5%
Distribution yield5.90%Not yet3.62%
Look-through coverage100.0%99.7%98.5%

Return, last year

change since the start
share of each fund
  • GARP
  • EXUS
  • IVE
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%EXUSnot heldIVEnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%EXUSnot heldIVEnot held
  • NVDA NVIDIA CORPIn 1 of 3GARP5.5%EXUSnot heldIVEnot held
  • LLY ELI LILLY & COIn 1 of 3GARP5.1%EXUSnot heldIVEnot held
  • GOOG ALPHABET INC-CIn 1 of 3GARP4.7%EXUSnot heldIVEnot held

and 1,094 more companies the funds hold

How alike they are

Keep going

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