VISM vs CNEW vs IVE vs GARP

  • VISM
  • CNEW
  • IVE
  • GARP

VISM, CNEW, IVE and GARP hold at least 4,542 companies between them. None is in every one of them, and IVE and GARP are the most alike: 19% of each is the same companies.

Side by side

VISMCNEWIVEGARP
FundVanguardVanEckiSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.95%0.32%0.30%
Fund size$753.9m$81.0m$577.0m$131.6m
Holdings3715121694220
1Y price return+0.4%−6.9%+2.5%−2.6%
Distribution yield8.17%0.77%3.62%5.90%
Look-through coverage99.2%99.9%98.5%100.0%

Return, last year

change since the start
share of each fund
  • VISM
  • CNEW
  • IVE
  • GARP
  • MSFT MICROSOFT CORPIn 1 of 4VISMnot heldCNEWnot heldIVEnot heldGARP6.2%
  • META META PLATFORMS INCIn 1 of 4VISMnot heldCNEWnot heldIVEnot heldGARP6.1%
  • NVDA NVIDIA CORPIn 1 of 4VISMnot heldCNEWnot heldIVEnot heldGARP5.5%
  • LLY ELI LILLY & COIn 1 of 4VISMnot heldCNEWnot heldIVEnot heldGARP5.1%
  • GOOG ALPHABET INC-CIn 1 of 4VISMnot heldCNEWnot heldIVEnot heldGARP4.7%

and 4,532 more companies the funds hold

How alike they are

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