GARP vs IVE vs EXUS

  • GARP
  • IVE
  • EXUS

GARP, IVE and EXUS hold at least 1,104 companies between them. 94 are in every one of them, and IVE and EXUS are the most alike: 76% of each is the same companies.

Side by side

GARPIVEEXUS
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.32%0.14%
Fund size$131.6m$577.0m--
Holdings220694877
1Y price return−2.6%+2.5%+5.1%only priced since 2025-11-09
Distribution yield5.90%3.62%Not yet
Look-through coverage100.0%98.5%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • IVE
  • EXUS
  • MSFT MICROSOFT CORPIn 1 of 3GARP6.2%IVEnot heldEXUSnot held
  • META META PLATFORMS INCIn 1 of 3GARP6.1%IVEnot heldEXUSnot held
  • NVDA NVIDIA CORPIn 1 of 3GARP5.5%IVEnot heldEXUSnot held
  • LLY ELI LILLY & COIn 1 of 3GARP5.1%IVEnot heldEXUSnot held
  • GOOG ALPHABET INC-CIn 1 of 3GARP4.7%IVEnot heldEXUSnot held

and 1,094 more companies the funds hold

How alike they are

Keep going

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