GARP vs HVLU

  • GARP
  • HVLU

GARP and HVLU hold 435 companies between them. 33 are in both, and 7% of each fund is the same companies.

In both · 7%GARP only · 93%

Side by side

GARPHVLU
FundGlobal XVanEck
Asset classInternational sharesInternational shares
Fee a year0.30%0.43%
Fund size$131.6m$61.0m
Holdings220249
1Y price return−2.6%+31.6%
Distribution yield5.92%17.17%
Look-through coverage100.0%100.0%

Return, last year

change since the start
share of each fund
  • GARP
  • HVLU
  • MSFT MICROSOFT CORPIn 1 of 2GARP6.2%HVLUnot held
  • META META PLATFORMS INCIn 1 of 2GARP6.1%HVLUnot held
  • NVDA NVIDIA CORPIn 1 of 2GARP5.5%HVLUnot held
  • LLY ELI LILLY & COIn 1 of 2GARP5.1%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 2GARPnot heldHVLU4.9%

and 425 more companies the funds hold

How alike they are

Keep going

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