VISM vs GARP vs IMTM vs IVLU

  • VISM
  • GARP
  • IMTM
  • IVLU

VISM, GARP, IMTM and IVLU hold at least 4,386 companies between them. None is in every one of them, and IMTM and IVLU are the most alike: 27% of each is the same companies.

Side by side

VISMGARPIMTMIVLU
FundVanguardGlobal XiSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.30%0.25%0.25%
Fund size$753.9m$131.6m$16.0m$28.0m
Holdings3715220369408
1Y price return+0.3%−2.4%----
Distribution yield8.17%5.90%Not yetNot yet
Look-through coverage99.2%100.0%98.9%99.6%

Return, last year

change since the start
share of each fund
  • VISM
  • GARP
  • IMTM
  • IVLU
  • MU MICRON TECHNOLOGY INCIn 2 of 4VISMnot heldGARPnot heldIMTM5.5%IVLU16.3%
  • MSFT MICROSOFT CORPIn 1 of 4VISMnot heldGARP6.2%IMTMnot heldIVLUnot held
  • META META PLATFORMS INCIn 1 of 4VISMnot heldGARP6.1%IMTMnot heldIVLUnot held
  • NVDA NVIDIA CORPIn 1 of 4VISMnot heldGARP5.5%IMTMnot heldIVLUnot held
  • LLY ELI LILLY & COIn 1 of 4VISMnot heldGARP5.1%IMTMnot heldIVLUnot held

and 4,376 more companies the funds hold

How alike they are

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