GARP vs IMTM vs VISM

  • GARP
  • IMTM
  • VISM

GARP, IMTM and VISM hold at least 4,161 companies between them. None is in every one of them, and GARP and IMTM are the most alike: 17% of each is the same companies.

Side by side

GARPIMTMVISM
FundGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.32%
Fund size$131.6m$16.0m$753.9m
Holdings2203693715
1Y price return−2.6%--+0.4%
Distribution yield5.90%Not yet8.17%
Look-through coverage100.0%98.9%99.2%

Return, last year

change since the start
share of each fund
  • GARP
  • IMTM
  • VISM
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%IMTMnot heldVISMnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%IMTMnot heldVISMnot held
  • NVDA NVIDIA CORPIn 1 of 3GARP5.5%IMTMnot heldVISMnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 3GARPnot heldIMTM5.5%VISMnot held
  • LLY ELI LILLY & COIn 1 of 3GARP5.1%IMTMnot heldVISMnot held

and 4,151 more companies the funds hold

How alike they are

Keep going

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