GARP vs IVV

  • GARP
  • IVV

GARP and IVV hold 655 companies between them. 68 are in both, and 31% of each fund is the same companies.

In both · 31%GARP only · 69%

Side by side

GARPIVV
FundGlobal XiShares
Asset classInternational sharesInternational shares
Fee a year0.30%0.04%
Fund size$131.6m$11.9b
Holdings220512
1Y price return−2.6%+8.6%
Distribution yield5.92%1.01%
Look-through coverage100.0%99.7%

Return, last year

change since the start
share of each fund
  • GARP
  • IVV
  • NVDA NVIDIA CORPIn all 2GARP5.5%IVV8.3%
  • AAPL APPLE INCIn 1 of 2GARPnot heldIVV7.2%
  • MSFT MICROSOFT CORPIn all 2GARP6.2%IVV5.7%
  • META META PLATFORMS INCIn all 2GARP6.1%IVV2.5%
  • LLY ELI LILLY & COIn all 2GARP5.1%IVV1.4%

and 645 more companies the funds hold

How alike they are

Keep going

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