GARP vs QLTY vs GOAT vs IIND

  • GARP
  • QLTY
  • GOAT
  • IIND

GARP, QLTY, GOAT and IIND hold 461 companies between them. None is in every one of them, and GARP and QLTY are the most alike: 35% of each is the same companies.

Side by side

GARPQLTYGOATIIND
FundGlobal XBetaSharesVanEckBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.55%0.80%
Fund size$131.6m--$56.0m$178.0m
Holdings22016315032
1Y price return−2.6%+3.9%−9.0%−20.6%
Distribution yield5.90%3.24%10.08%0.88%
Look-through coverage100.0%99.9%99.9%99.6%

Return, last year

change since the start
share of each fund
  • GARP
  • QLTY
  • GOAT
  • IIND
  • MSFT MICROSOFT CORPIn 3 of 4GARP6.2%QLTY5.1%GOAT4.9%IINDnot held
  • META META PLATFORMS INCIn 2 of 4GARP6.1%QLTY5.6%GOATnot heldIINDnot held
  • NVDA NVIDIA CORPIn 2 of 4GARP5.5%QLTYnot heldGOAT5.2%IINDnot held
  • ASML ASML HOLDING NVIn 3 of 4GARP3.1%QLTY5.2%GOAT3.1%IINDnot held
  • AAPL APPLE INCIn 1 of 4GARPnot heldQLTYnot heldGOAT5.1%IINDnot held

and 451 more companies the funds hold

How alike they are

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Keep going

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