IMTM vs GARP vs IHQL

  • IMTM
  • GARP
  • IHQL

IMTM, GARP and IHQL hold at least 659 companies between them. 27 are in every one of them, and GARP and IHQL are the most alike: 50% of each is the same companies.

Side by side

IMTMGARPIHQL
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.28%
Fund size$16.0m$131.6m$2.0m
Holdings369220338
1Y price return--−2.6%--
Distribution yieldNot yet5.90%Not yet
Look-through coverage98.9%100.0%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • GARP
  • IHQL
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldGARP6.2%IHQL5.7%
  • META META PLATFORMS INCIn 2 of 3IMTMnot heldGARP6.1%IHQL5.8%
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldGARP5.5%IHQL4.8%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%GARPnot heldIHQLnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldGARPnot heldIHQL5.2%

and 649 more companies the funds hold

How alike they are

Keep going

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