GARP vs IVLU vs WRLD

  • GARP
  • IVLU
  • WRLD

GARP, IVLU and WRLD hold 1,276 companies between them. 43 are in every one of them, and GARP and WRLD are the most alike: 30% of each is the same companies.

Side by side

GARPIVLUWRLD
FundGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.25%0.54%
Fund size$131.6m$28.0m--
Holdings2204081196
1Y price return−2.6%--+7.3%
Distribution yield5.92%Not yet0.26%
Look-through coverage100.0%99.6%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • IVLU
  • WRLD
  • MU MICRON TECHNOLOGY INCIn 2 of 3GARPnot heldIVLU16.3%WRLD1.4%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%IVLUnot heldWRLD4.2%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%IVLUnot heldWRLD1.8%
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%IVLUnot heldWRLD6.0%
  • AAPL APPLE INCIn 1 of 3GARPnot heldIVLUnot heldWRLD5.3%

and 1,266 more companies the funds hold

How alike they are

Keep going

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