GARP vs IAA vs CNEW

  • GARP
  • IAA
  • CNEW

GARP, IAA and CNEW hold 391 companies between them. None is in every one of them, and GARP and IAA are the most alike: 1% of each is the same companies.

Side by side

GARPIAACNEW
FundGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.29%0.95%
Fund size$131.6m$1.3b$81.0m
Holdings22065121
1Y price return−2.4%+38.1%−6.6%
Distribution yield5.90%1.45%0.77%
Look-through coverage100.0%99.5%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • IAA
  • CNEW
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3GARPnot heldIAA28.0%CNEWnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 3GARPnot heldIAA13.7%CNEWnot held
  • 000660 SK HYNIX INCIn 1 of 3GARPnot heldIAA11.4%CNEWnot held
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%IAAnot heldCNEWnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%IAAnot heldCNEWnot held

and 381 more companies the funds hold

How alike they are

Keep going

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