IMTM vs IVE vs VISM vs GARP

  • IMTM
  • IVE
  • VISM
  • GARP

IMTM, IVE, VISM and GARP hold at least 4,558 companies between them. None is in every one of them, and IMTM and IVE are the most alike: 30% of each is the same companies.

Side by side

IMTMIVEVISMGARP
FundiSharesiSharesVanguardGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.32%0.30%
Fund size$16.0m$577.0m$753.9m$131.6m
Holdings3696943715220
1Y price return--+2.5%+0.4%−2.6%
Distribution yieldNot yet3.62%8.17%5.90%
Look-through coverage98.9%98.5%99.2%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVE
  • VISM
  • GARP
  • MSFT MICROSOFT CORPIn 1 of 4IMTMnot heldIVEnot heldVISMnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 4IMTMnot heldIVEnot heldVISMnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 1 of 4IMTMnot heldIVEnot heldVISMnot heldGARP5.5%
  • MU MICRON TECHNOLOGY INCIn 1 of 4IMTM5.5%IVEnot heldVISMnot heldGARPnot held
  • LLY ELI LILLY & COIn 1 of 4IMTMnot heldIVEnot heldVISMnot heldGARP5.1%

and 4,548 more companies the funds hold

How alike they are

Show the other 2

Keep going

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