GARP vs IMTM vs CFLO

  • GARP
  • IMTM
  • CFLO

GARP, IMTM and CFLO hold 630 companies between them. 15 are in every one of them, and GARP and CFLO are the most alike: 26% of each is the same companies.

Side by side

GARPIMTMCFLO
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.40%
Fund size$131.6m$16.0m$26.0m
Holdings220369213
1Y price return−2.6%--+12.0%
Distribution yield5.90%Not yet2.89%
Look-through coverage100.0%98.9%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • IMTM
  • CFLO
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%IMTMnot heldCFLOnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%IMTMnot heldCFLOnot held
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%IMTMnot heldCFLO4.2%
  • MU MICRON TECHNOLOGY INCIn 1 of 3GARPnot heldIMTM5.5%CFLOnot held
  • PANW PALO ALTO NETWORKS INCIn 2 of 3GARPnot heldIMTM0.8%CFLO5.3%

and 620 more companies the funds hold

How alike they are

Keep going

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