IMTM vs GARP vs IVE vs CNEW

  • IMTM
  • GARP
  • IVE
  • CNEW

IMTM, GARP, IVE and CNEW hold at least 1,033 companies between them. None is in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

IMTMGARPIVECNEW
FundiSharesGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.32%0.95%
Fund size$16.0m$131.6m$577.0m$81.0m
Holdings369220694121
1Y price return--−2.6%+2.5%−6.9%
Distribution yieldNot yet5.90%3.62%0.77%
Look-through coverage98.9%100.0%98.5%99.9%

Return, last year

change since the start
share of each fund
  • IMTM
  • GARP
  • IVE
  • CNEW
  • MSFT MICROSOFT CORPIn 1 of 4IMTMnot heldGARP6.2%IVEnot heldCNEWnot held
  • META META PLATFORMS INCIn 1 of 4IMTMnot heldGARP6.1%IVEnot heldCNEWnot held
  • NVDA NVIDIA CORPIn 1 of 4IMTMnot heldGARP5.5%IVEnot heldCNEWnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IMTM5.5%GARPnot heldIVEnot heldCNEWnot held
  • LLY ELI LILLY & COIn 1 of 4IMTMnot heldGARP5.1%IVEnot heldCNEWnot held

and 1,023 more companies the funds hold

How alike they are

Show the other 2

Keep going

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