IMTM vs IWLD vs GARP

  • IMTM
  • IWLD
  • GARP

IMTM, IWLD and GARP hold 887 companies between them. 26 are in every one of them, and IWLD and GARP are the most alike: 33% of each is the same companies.

Side by side

IMTMIWLDGARP
FundiSharesiSharesGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.09%0.30%
Fund size$16.0m$1.5b$131.6m
Holdings369618220
1Y price return--+7.4%−2.6%
Distribution yieldNot yet1.32%5.90%
Look-through coverage98.9%99.7%100.0%

Return, last year

change since the start
share of each fund
  • IMTM
  • IWLD
  • GARP
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldIWLD11.6%GARP5.5%
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldIWLD8.0%GARP6.2%
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldIWLDnot heldGARP6.1%
  • MU MICRON TECHNOLOGY INCIn 1 of 3IMTM5.5%IWLDnot heldGARPnot held
  • LLY ELI LILLY & COIn 2 of 3IMTMnot heldIWLD2.1%GARP5.1%

and 877 more companies the funds hold

How alike they are

Keep going

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