Compare GARP · IKO
GARP and IKO hold 295 companies between them. None is in both, and 0.0% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Communication Services
- Health Care
- Everything else
- 000660SK HYNIX INCIn 1 of 2GARPnot heldIKO25.0%
- 005930Samsung Electronics Co LtdIn 1 of 2GARPnot heldIKO23.3%
- MSFTMICROSOFT CORPIn 1 of 2GARP6.2%IKOnot held
- METAMETA PLATFORMS INCIn 1 of 2GARP6.1%IKOnot held
- NVDANVIDIA CORPIn 1 of 2GARP5.5%IKOnot held
- LLYELI LILLY & COIn 1 of 2GARP5.1%IKOnot held
- GOOGALPHABET INC-CIn 1 of 2GARP4.7%IKOnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 2GARP4.4%IKOnot held
- ASMLASML HOLDING NVIn 1 of 2GARP3.1%IKOnot held
- 402340SK SQUARE COIn 1 of 2GARPnot heldIKO3.1%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GARP already gives you
- GARP and IKO share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.