GARP vs IMTM

  • GARP
  • IMTM

GARP and IMTM hold at least 516 companies between them. 50 are in both, and 17% of each fund is the same companies.

In both · 17%GARP only · 83%

Side by side

GARPIMTM
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.25%
Fund size$131.6m$16.0m
Holdings220369
1Y price return−2.4%--
Distribution yield5.90%Not yet
Look-through coverage100.0%98.9%

Return, last year

change since the start
share of each fund
  • GARP
  • IMTM
  • MSFT MICROSOFT CORPIn 1 of 2GARP6.2%IMTMnot held
  • META META PLATFORMS INCIn 1 of 2GARP6.1%IMTMnot held
  • NVDA NVIDIA CORPIn 1 of 2GARP5.5%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 2GARPnot heldIMTM5.5%
  • LLY ELI LILLY & COIn 1 of 2GARP5.1%IMTMnot held

and 506 more companies the funds hold

How alike they are

Keep going

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