GARP: Growth ETF With A Solid Track Record

2025-06-02 17:20:27 ET

Summary

• iShares MSCI USA Quality GARP ETF (GARP) holds 135 growth stocks weighted based on value and quality.
• Although the strategy is multi-factor, growth is preeminent and GARP is overweight in technology.
• Compared to peers, GARP offers a lower expense ratio and nearly identical Sharpe ratio to top-performing QGRW.
• While recent outperformance is notable, it may reflect broader market momentum, so long-term expectations should be tempered.

GARP strategy

iShares MSCI USA Quality GARP ETF ( GARP ) started investing operations on 1/14/2020 and tracks the MSCI USA Quality GARP Select Index, implementing a strategy focused on growth at a reasonable price (“GARP”). The fund has a portfolio of 135 companies, a 30-day SEC yield of 0.44% and an expense ratio of 0.15%....

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