IMTM vs ESTX vs GARP

  • IMTM
  • ESTX
  • GARP

IMTM, ESTX and GARP hold 541 companies between them. 4 are in every one of them, and IMTM and GARP are the most alike: 17% of each is the same companies.

Side by side

IMTMESTXGARP
FundiSharesGlobal XGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.30%
Fund size$16.0m$435.7m$131.6m
Holdings36950220
1Y price return--−5.1%−2.6%
Distribution yieldNot yet7.51%5.90%
Look-through coverage98.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • ESTX
  • GARP
  • ASML ASML HOLDING NVIn all 3IMTM2.7%ESTX10.4%GARP3.1%
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldESTXnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldESTXnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldESTXnot heldGARP5.5%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%ESTXnot heldGARPnot held

and 531 more companies the funds hold

How alike they are

Keep going

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