IMTM vs GARP vs IVE vs VISM

  • IMTM
  • GARP
  • IVE
  • VISM

IMTM, GARP, IVE and VISM hold at least 4,558 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

IMTMGARPIVEVISM
FundiSharesGlobal XiSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.32%0.32%
Fund size$16.0m$131.6m$577.0m$753.9m
Holdings3692206943715
1Y price return--−2.6%+2.5%+0.4%
Distribution yieldNot yet5.90%3.62%8.17%
Look-through coverage98.9%100.0%98.5%99.2%

Return, last year

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

and 4,548 more companies the funds hold

How alike they are

Show the other 2

Keep going

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