IMTM vs HQLT vs GARP vs VISM

  • IMTM
  • HQLT
  • GARP
  • VISM

IMTM, HQLT, GARP and VISM hold at least 4,221 companies between them. None is in every one of them, and HQLT and GARP are the most alike: 35% of each is the same companies.

Side by side

IMTMHQLTGARPVISM
FundiSharesBetaSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.38%0.30%0.32%
Fund size$16.0m--$131.6m$753.9m
Holdings3691632203715
1Y price return--+10.2%−2.6%+0.4%
Distribution yieldNot yet4.02%5.90%8.17%
Look-through coverage98.9%99.9%100.0%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • HQLT
  • GARP
  • VISM
  • MSFT MICROSOFT CORPIn 2 of 4IMTMnot heldHQLT5.1%GARP6.2%VISMnot held
  • META META PLATFORMS INCIn 2 of 4IMTMnot heldHQLT5.6%GARP6.1%VISMnot held
  • NVDA NVIDIA CORPIn 1 of 4IMTMnot heldHQLTnot heldGARP5.5%VISMnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IMTM5.5%HQLTnot heldGARPnot heldVISMnot held
  • ASML ASML HOLDING NVIn 3 of 4IMTM2.7%HQLT5.2%GARP3.1%VISMnot held

and 4,211 more companies the funds hold

How alike they are

Show the other 2

Keep going

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