GARP vs IVLU

  • GARP
  • IVLU

GARP and IVLU hold 564 companies between them. 46 are in both, and 7% of each fund is the same companies.

In both · 7%GARP only · 93%

Side by side

GARPIVLU
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.25%
Fund size$131.6m$28.0m
Holdings220408
1Y price return−2.6%--
Distribution yield5.90%Not yet
Look-through coverage100.0%99.6%

Return, last year

change since the start
share of each fund
  • GARP
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 1 of 2GARPnot heldIVLU16.3%
  • MSFT MICROSOFT CORPIn 1 of 2GARP6.2%IVLUnot held
  • META META PLATFORMS INCIn 1 of 2GARP6.1%IVLUnot held
  • NVDA NVIDIA CORPIn 1 of 2GARP5.5%IVLUnot held
  • LLY ELI LILLY & COIn 1 of 2GARP5.1%IVLUnot held

and 554 more companies the funds hold

How alike they are

Keep going

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