IMTM vs GARP vs IVE

  • IMTM
  • GARP
  • IVE

IMTM, GARP and IVE hold at least 913 companies between them. 31 are in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

IMTMGARPIVE
FundiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.32%
Fund size$16.0m$131.6m$577.0m
Holdings369220694
1Y price return--−2.6%+2.5%
Distribution yieldNot yet5.90%3.62%
Look-through coverage98.9%100.0%98.5%

Return, last year

change since the start
share of each fund
  • IMTM
  • GARP
  • IVE
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldGARP6.2%IVEnot held
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldGARP6.1%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldGARP5.5%IVEnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%GARPnot heldIVEnot held
  • LLY ELI LILLY & COIn 1 of 3IMTMnot heldGARP5.1%IVEnot held

and 903 more companies the funds hold

How alike they are

Keep going

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