IHQL vs GARP

  • IHQL
  • GARP

IHQL and GARP hold 418 companies between them. 91 are in both, and 50% of each fund is the same companies.

In both · 50%IHQL only · 50%

Side by side

IHQLGARP
FundiSharesGlobal X
Asset classInternational sharesInternational shares
Fee a year0.28%0.30%
Fund size$2.0m$131.6m
Holdings338220
1Y price return--−2.6%
Distribution yieldNot yet5.90%
Look-through coverage99.2%100.0%

Return, last year

change since the start
share of each fund
  • IHQL
  • GARP
  • MSFT MICROSOFT CORPIn all 2IHQL5.7%GARP6.2%
  • META META PLATFORMS INCIn all 2IHQL5.8%GARP6.1%
  • NVDA NVIDIA CORPIn all 2IHQL4.8%GARP5.5%
  • AAPL APPLE INCIn 1 of 2IHQL5.2%GARPnot held
  • LLY ELI LILLY & COIn all 2IHQL4.0%GARP5.1%

and 408 more companies the funds hold

How alike they are

Keep going

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