GARP vs IVE vs IACT

  • GARP
  • IVE
  • IACT

GARP, IVE and IACT hold at least 991 companies between them. None is in every one of them, and GARP and IACT are the most alike: 28% of each is the same companies.

Side by side

GARPIVEIACT
FundGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.32%0.45%
Fund size$131.6m$577.0m$258.0m
Holdings220694267
1Y price return−2.6%+2.5%+11.4%
Distribution yield5.90%3.62%0.53%
Look-through coverage100.0%98.5%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • IVE
  • IACT
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%IVEnot heldIACT8.4%
  • AAPL APPLE INCIn 1 of 3GARPnot heldIVEnot heldIACT7.7%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%IVEnot heldIACT4.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%IVEnot heldIACT2.8%
  • LLY ELI LILLY & COIn 2 of 3GARP5.1%IVEnot heldIACT1.2%

and 981 more companies the funds hold

How alike they are

Keep going

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