IACT vs GARP vs HVLU

  • IACT
  • GARP
  • HVLU

IACT, GARP and HVLU hold 620 companies between them. 4 are in every one of them, and IACT and GARP are the most alike: 28% of each is the same companies.

Side by side

IACTGARPHVLU
FundiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.30%0.43%
Fund size$258.0m$131.6m$61.0m
Holdings267220249
1Y price return+11.4%−2.6%+31.6%
Distribution yield0.53%5.90%17.13%
Look-through coverage99.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IACT
  • GARP
  • HVLU
  • NVDA NVIDIA CORPIn 2 of 3IACT8.4%GARP5.5%HVLUnot held
  • AAPL APPLE INCIn 1 of 3IACT7.7%GARPnot heldHVLUnot held
  • MSFT MICROSOFT CORPIn 2 of 3IACT4.9%GARP6.2%HVLUnot held
  • META META PLATFORMS INCIn 2 of 3IACT2.8%GARP6.1%HVLUnot held
  • LLY ELI LILLY & COIn 2 of 3IACT1.2%GARP5.1%HVLUnot held

and 610 more companies the funds hold

How alike they are

Keep going

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