GARP vs IHVV

  • GARP
  • IHVV

GARP and IHVV hold 655 companies between them. 68 are in both, and 31% of each fund is the same companies.

In both · 31%GARP only · 69%

Side by side

GARPIHVV
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.10%
Fund size$131.6m$3.3b
Holdings220540
1Y price return−2.6%+11.2%
Distribution yield5.92%3.96%
Look-through coverage100.0%99.8%

Return, last year

change since the start
share of each fund
  • GARP
  • IHVV
  • NVDA NVIDIA CORPIn all 2GARP5.5%IHVV8.3%
  • AAPL APPLE INCIn 1 of 2GARPnot heldIHVV7.3%
  • MSFT MICROSOFT CORPIn all 2GARP6.2%IHVV5.7%
  • META META PLATFORMS INCIn all 2GARP6.1%IHVV2.5%
  • LLY ELI LILLY & COIn all 2GARP5.1%IHVV1.4%

and 645 more companies the funds hold

How alike they are

Keep going

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