IMTM vs GARP vs ESTX

  • IMTM
  • GARP
  • ESTX

IMTM, GARP and ESTX 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

IMTMGARPESTX
FundiSharesGlobal XGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.35%
Fund size$16.0m$131.6m$435.7m
Holdings36922050
1Y price return--−2.6%−5.1%
Distribution yieldNot yet5.90%7.51%
Look-through coverage98.9%100.0%100.0%

Return, last year

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

and 531 more companies the funds hold

How alike they are

Keep going

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