IMTM vs GARP vs WRLD

  • IMTM
  • GARP
  • WRLD

IMTM, GARP and WRLD hold 1,262 companies between them. 46 are in every one of them, and IMTM and WRLD are the most alike: 32% of each is the same companies.

Side by side

IMTMGARPWRLD
FundiSharesGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.54%
Fund size$16.0m$131.6m--
Holdings3692201196
1Y price return--−2.6%+7.3%
Distribution yieldNot yet5.90%0.26%
Look-through coverage98.9%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IMTM
  • GARP
  • WRLD
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldGARP6.2%WRLD4.2%
  • META META PLATFORMS INCIn 2 of 3IMTMnot heldGARP6.1%WRLD1.8%
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldGARP5.5%WRLD6.0%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%GARPnot heldWRLD1.4%
  • AAPL APPLE INCIn 1 of 3IMTMnot heldGARPnot heldWRLD5.3%

and 1,252 more companies the funds hold

How alike they are

Keep going

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