IVLU vs GARP vs CNEW

  • IVLU
  • GARP
  • CNEW

IVLU, GARP and CNEW hold 684 companies between them. None is in every one of them, and IVLU and GARP are the most alike: 7% of each is the same companies.

Side by side

IVLUGARPCNEW
FundiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.95%
Fund size$28.0m$131.6m$81.0m
Holdings408220121
1Y price return--−2.6%−6.9%
Distribution yieldNot yet5.90%0.77%
Look-through coverage99.6%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IVLU
  • GARP
  • CNEW
  • MU MICRON TECHNOLOGY INCIn 1 of 3IVLU16.3%GARPnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVLUnot heldGARP6.2%CNEWnot held
  • META META PLATFORMS INCIn 1 of 3IVLUnot heldGARP6.1%CNEWnot held
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldGARP5.5%CNEWnot held
  • LLY ELI LILLY & COIn 1 of 3IVLUnot heldGARP5.1%CNEWnot held

and 674 more companies the funds hold

How alike they are

Keep going

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