IMTM vs IVE vs GARP

  • IMTM
  • IVE
  • GARP

IMTM, IVE and GARP hold at least 913 companies between them. 31 are in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

IMTMIVEGARP
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.30%
Fund size$16.0m$577.0m$131.6m
Holdings369694220
1Y price return--+2.5%−2.6%
Distribution yieldNot yet3.62%5.90%
Look-through coverage98.9%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVE
  • GARP
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldIVEnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldIVEnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldIVEnot heldGARP5.5%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%IVEnot heldGARPnot held
  • LLY ELI LILLY & COIn 1 of 3IMTMnot heldIVEnot heldGARP5.1%

and 903 more companies the funds hold

How alike they are

Keep going

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