CNEW vs GOAT vs WVOL

  • CNEW
  • GOAT
  • WVOL

CNEW, GOAT and WVOL hold 625 companies between them. None is in every one of them, and GOAT and WVOL are the most alike: 14% of each is the same companies.

Side by side

CNEWGOATWVOL
FundVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.95%0.55%0.25%
Fund size$81.0m$56.0m$75.0m
Holdings121150430
1Y price return−6.9%−9.0%+3.7%
Distribution yield0.77%10.08%2.09%
Look-through coverage99.9%99.9%99.3%

Return, last year

change since the start
share of each fund
  • CNEW
  • GOAT
  • WVOL
  • NVDA NVIDIA CORPIn 2 of 3CNEWnot heldGOAT5.2%WVOL0.8%
  • AAPL APPLE INCIn 2 of 3CNEWnot heldGOAT5.1%WVOL0.6%
  • MSFT MICROSOFT CORPIn 2 of 3CNEWnot heldGOAT4.9%WVOL1.0%
  • GOOGL ALPHABET INC-AIn 1 of 3CNEWnot heldGOAT4.9%WVOLnot held
  • LLY ELI LILLY & COIn 2 of 3CNEWnot heldGOAT3.3%WVOL0.2%

and 615 more companies the funds hold

How alike they are

Keep going

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