GARP vs IACT vs WRLD

  • GARP
  • IACT
  • WRLD

GARP, IACT and WRLD hold 1,264 companies between them. 42 are in every one of them, and IACT and WRLD are the most alike: 54% of each is the same companies.

Side by side

GARPIACTWRLD
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.45%0.54%
Fund size$131.6m$258.0m--
Holdings2202671196
1Y price return−2.6%+11.4%+7.3%
Distribution yield5.90%0.53%0.26%
Look-through coverage100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • IACT
  • WRLD
  • NVDA NVIDIA CORPIn all 3GARP5.5%IACT8.4%WRLD6.0%
  • AAPL APPLE INCIn 2 of 3GARPnot heldIACT7.7%WRLD5.3%
  • MSFT MICROSOFT CORPIn all 3GARP6.2%IACT4.9%WRLD4.2%
  • META META PLATFORMS INCIn all 3GARP6.1%IACT2.8%WRLD1.8%
  • LLY ELI LILLY & COIn all 3GARP5.1%IACT1.2%WRLD1.1%

and 1,254 more companies the funds hold

How alike they are

Keep going

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