GARP vs HETH vs VISM

  • GARP
  • HETH
  • VISM

GARP, HETH and VISM hold 3,995 companies between them. None is in every one of them, and GARP and HETH are the most alike: 28% of each is the same companies.

Side by side

GARPHETHVISM
FundGlobal XBetaSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.62%0.32%
Fund size$131.6m--$753.9m
Holdings2202123715
1Y price return−2.4%+10.6%+0.3%
Distribution yield5.90%2.05%8.17%
Look-through coverage100.0%99.8%99.2%

Return, last year

change since the start
share of each fund
  • GARP
  • HETH
  • VISM
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%HETHnot heldVISMnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%HETHnot heldVISMnot held
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%HETH4.4%VISMnot held
  • LLY ELI LILLY & COIn 2 of 3GARP5.1%HETH2.6%VISMnot held
  • GOOG ALPHABET INC-CIn 1 of 3GARP4.7%HETHnot heldVISMnot held

and 3,985 more companies the funds hold

How alike they are

Keep going

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