GARP vs IHWL

  • GARP
  • IHWL

GARP and IHWL hold 721 companies between them. 92 are in both, and 33% of each fund is the same companies.

In both · 33%GARP only · 67%

Side by side

GARPIHWL
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.12%
Fund size$131.6m$879.0m
Holdings220791
1Y price return−2.6%+10.2%
Distribution yield5.90%5.46%
Look-through coverage100.0%99.5%

Return, last year

change since the start
share of each fund
  • GARP
  • IHWL
  • NVDA NVIDIA CORPIn all 2GARP5.5%IHWL11.6%
  • MSFT MICROSOFT CORPIn all 2GARP6.2%IHWL8.0%
  • META META PLATFORMS INCIn 1 of 2GARP6.1%IHWLnot held
  • LLY ELI LILLY & COIn all 2GARP5.1%IHWL2.1%
  • GOOG ALPHABET INC-CIn all 2GARP4.7%IHWL3.5%

and 711 more companies the funds hold

How alike they are

Keep going

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