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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

GARP vs VLUE: how they differ

GARP and VLUE hold 10% of their weight in the same names, and VLUE returned more over the year.

iShares MSCI USA Quality GARP ETF and iShares MSCI USA Value Factor ETF.

What they hold in common

By the books each fund has filed, GARP and VLUE hold 10% of their money in the same securities at the same weight.

Positions GARP and VLUE both hold, largest shared weight first
HoldingGARPVLUE
MICRON TECHNOLOGY INC6.07%11.63%
CITIGROUP INC0.62%1.94%
DELL TECHNOLOGIES INC0.61%0.86%
JABIL INC0.57%0.57%
EXPEDIA GROUP INC0.54%0.51%
CITIZENS FINANCIAL GROUP INC0.23%0.22%
VALERO ENERGY CORP0.20%0.70%
FORD MOTOR CO0.14%1.50%
TWILIO INC0.14%0.35%
NEWMONT CORP0.13%0.64%
FIRST SOLAR INC0.11%0.47%
DELTA AIR LINES INC0.08%0.29%
Largest positions each one holds and the other does not
Only in GARPOnly in VLUE
KLA CORP 6.46%INTEL CORPORATION 9.29%
APPLE INC 4.44%CISCO SYSTEMS, INC. 4.97%
NVIDIA CORP 4.16%APPLIED MATERIALS, INC. 3.67%
MICROSOFT CORP 4.10%GENERAL MOTORS COMPANY 3.16%
BROADCOM INC 3.96%VERIZON COMMUNICATIONS INC. 2.66%
LAM RESEARCH CORP 3.79%AT&T INC. 2.53%
ELI LILLY & COMPANY 3.73%WESTERN DIGITAL CORPORATION 1.89%
VISA INC 3.73%BANK OF AMERICA CORPORATION 1.88%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

GARP and VLUE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
GARP
iShares MSCI USA Quality GARP ETF
VLUE
iShares MSCI USA Value Factor ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isMSCI USA Quality GARPMSCI USA Value Factor
Total return, 1 year+29.5%+69.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+12.0 pts+51.9 pts
Expense ratio0.15%0.15%
Already in the S&P 50094.4%96.9%
Holdings131148

GARP in plain words

GARP is an index equity fund tracking the MSCI USA Quality GARP. Over the year to Sep 11, 2026 it returned +29.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jun 30, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 131 positions, with the top ten at 43.8%.

VLUE in plain words

VLUE is an index equity fund tracking the MSCI USA Value Factor. Over the year to Sep 11, 2026 it returned +69.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Apr 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 148 positions, with the top ten at 43.6%.

Questions people ask

Which returned more over the last year, GARP or VLUE?
In the year to Sep 12, 2026, with distributions reinvested, GARP returned +29.5% and VLUE returned +69.4%, so VLUE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, GARP or VLUE?
GARP charges 0.15% a year and VLUE charges 0.15%, so GARP is cheaper. Fees come from each fund's prospectus.
How much do GARP and VLUE overlap with the S&P 500?
By their latest filed holdings, 94% of GARP and 97% of VLUE by weight is stocks the S&P 500 already holds. Between the two funds, 10% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

GARP against VLUE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, GARP against VLUE, data as of Sep 12, 2026. https://etfiq.com/compare/any/GARP-VLUE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources