IMTM vs IHQL vs GARP

  • IMTM
  • IHQL
  • GARP

IMTM, IHQL and GARP hold at least 659 companies between them. 27 are in every one of them, and IHQL and GARP are the most alike: 50% of each is the same companies.

Side by side

IMTMIHQLGARP
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.28%0.30%
Fund size$16.0m$2.0m$131.6m
Holdings369338220
1Y price return----−2.6%
Distribution yieldNot yetNot yet5.90%
Look-through coverage98.9%99.2%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • IHQL
  • GARP
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldIHQL5.7%GARP6.2%
  • META META PLATFORMS INCIn 2 of 3IMTMnot heldIHQL5.8%GARP6.1%
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldIHQL4.8%GARP5.5%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%IHQLnot heldGARPnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldIHQL5.2%GARPnot held

and 649 more companies the funds hold

How alike they are

Keep going

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