IMTM vs GARP vs IHQL vs VISM

  • IMTM
  • GARP
  • IHQL
  • VISM

IMTM, GARP, IHQL and VISM hold at least 4,304 companies between them. None is in every one of them, and GARP and IHQL are the most alike: 50% of each is the same companies.

Side by side

IMTMGARPIHQLVISM
FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.28%0.32%
Fund size$16.0m$131.6m$2.0m$753.9m
Holdings3692203383715
1Y price return--−2.6%--+0.4%
Distribution yieldNot yet5.90%Not yet8.17%
Look-through coverage98.9%100.0%99.2%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • GARP
  • IHQL
  • VISM
  • MSFT MICROSOFT CORPIn 2 of 4IMTMnot heldGARP6.2%IHQL5.7%VISMnot held
  • META META PLATFORMS INCIn 2 of 4IMTMnot heldGARP6.1%IHQL5.8%VISMnot held
  • NVDA NVIDIA CORPIn 2 of 4IMTMnot heldGARP5.5%IHQL4.8%VISMnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IMTM5.5%GARPnot heldIHQLnot heldVISMnot held
  • AAPL APPLE INCIn 1 of 4IMTMnot heldGARPnot heldIHQL5.2%VISMnot held

and 4,294 more companies the funds hold

How alike they are

Show the other 2

Keep going

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