GARP vs IACT

  • GARP
  • IACT

GARP and IACT hold 435 companies between them. 42 are in both, and 28% of each fund is the same companies.

In both · 28%GARP only · 72%

Side by side

GARPIACT
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.45%
Fund size$131.6m$258.0m
Holdings220267
1Y price return−2.6%+11.4%
Distribution yield5.90%0.53%
Look-through coverage100.0%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • IACT
  • NVDA NVIDIA CORPIn all 2GARP5.5%IACT8.4%
  • AAPL APPLE INCIn 1 of 2GARPnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn all 2GARP6.2%IACT4.9%
  • META META PLATFORMS INCIn all 2GARP6.1%IACT2.8%
  • LLY ELI LILLY & COIn all 2GARP5.1%IACT1.2%

and 425 more companies the funds hold

How alike they are

Keep going

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