GARP vs IVLU vs IIND

  • GARP
  • IVLU
  • IIND

GARP, IVLU and IIND hold 594 companies between them. None is in every one of them, and GARP and IVLU are the most alike: 7% of each is the same companies.

Side by side

GARPIVLUIIND
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.80%
Fund size$131.6m$28.0m$178.0m
Holdings22040832
1Y price return−2.6%--−20.6%
Distribution yield5.90%Not yet0.88%
Look-through coverage100.0%99.6%99.6%

Return, last year

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

and 584 more companies the funds hold

How alike they are

Keep going

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