IVE vs GARP vs EXUS

  • IVE
  • GARP
  • EXUS

IVE, GARP and EXUS hold at least 1,104 companies between them. 94 are in every one of them, and IVE and EXUS are the most alike: 76% of each is the same companies.

Side by side

IVEGARPEXUS
FundiSharesGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.30%0.14%
Fund size$577.0m$131.6m--
Holdings694220877
1Y price return+2.5%−2.6%+5.1%only priced since 2025-11-09
Distribution yield3.62%5.90%Not yet
Look-through coverage98.5%100.0%99.7%

Return, last year

change since the start
share of each fund
  • IVE
  • GARP
  • EXUS
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldGARP6.2%EXUSnot held
  • META META PLATFORMS INCIn 1 of 3IVEnot heldGARP6.1%EXUSnot held
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldGARP5.5%EXUSnot held
  • LLY ELI LILLY & COIn 1 of 3IVEnot heldGARP5.1%EXUSnot held
  • GOOG ALPHABET INC-CIn 1 of 3IVEnot heldGARP4.7%EXUSnot held

and 1,094 more companies the funds hold

How alike they are

Keep going

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