IACT vs GARP vs IHVV

  • IACT
  • GARP
  • IHVV

IACT, GARP and IHVV hold 708 companies between them. 42 are in every one of them, and IACT and IHVV are the most alike: 68% of each is the same companies.

Side by side

IACTGARPIHVV
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.45%0.30%0.10%
Fund size$258.0m$131.6m$3.3b
Holdings267220540
1Y price return+11.4%−2.6%+11.2%
Distribution yield0.53%5.92%3.96%
Look-through coverage99.9%100.0%99.8%

Return, last year

change since the start
share of each fund
  • IACT
  • GARP
  • IHVV
  • NVDA NVIDIA CORPIn all 3IACT8.4%GARP5.5%IHVV8.3%
  • AAPL APPLE INCIn 2 of 3IACT7.7%GARPnot heldIHVV7.3%
  • MSFT MICROSOFT CORPIn all 3IACT4.9%GARP6.2%IHVV5.7%
  • META META PLATFORMS INCIn all 3IACT2.8%GARP6.1%IHVV2.5%
  • LLY ELI LILLY & COIn all 3IACT1.2%GARP5.1%IHVV1.4%

and 698 more companies the funds hold

How alike they are

Keep going

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