IVE vs GARP

  • IVE
  • GARP

IVE and GARP hold at least 777 companies between them. 99 are in both, and 19% of each fund is the same companies.

In both · 19%IVE only · 81%

Side by side

IVEGARP
FundiSharesGlobal X
Asset classInternational sharesInternational shares
Fee a year0.32%0.30%
Fund size$577.0m$131.6m
Holdings694220
1Y price return+2.5%−2.6%
Distribution yield3.62%5.90%
Look-through coverage98.5%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • GARP
  • MSFT MICROSOFT CORPIn 1 of 2IVEnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 2IVEnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 1 of 2IVEnot heldGARP5.5%
  • LLY ELI LILLY & COIn 1 of 2IVEnot heldGARP5.1%
  • GOOG ALPHABET INC-CIn 1 of 2IVEnot heldGARP4.7%

and 767 more companies the funds hold

How alike they are

Keep going

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