IMTM vs HETH vs GARP

  • IMTM
  • HETH
  • GARP

IMTM, HETH and GARP hold 629 companies between them. 15 are in every one of them, and HETH and GARP are the most alike: 28% of each is the same companies.

Side by side

FundiSharesBetaSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.62%0.30%
Fund size$16.0m--$131.6m
Holdings369212220
1Y price return--+10.9%−2.6%
Distribution yieldNot yet2.05%5.90%
Look-through coverage98.9%99.8%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • HETH
  • GARP
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldHETHnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldHETHnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldHETH4.4%GARP5.5%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%HETHnot heldGARPnot held
  • LLY ELI LILLY & COIn 2 of 3IMTMnot heldHETH2.6%GARP5.1%

and 619 more companies the funds hold

How alike they are

Keep going

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