ESTX vs GOAT

  • ESTX
  • GOAT

ESTX and GOAT hold 188 companies between them. 11 are in both, and 9% of each fund is the same companies.

In both · 9%ESTX only · 91%

Side by side

ESTXGOAT
FundGlobal XVanEck
Asset classInternational sharesInternational shares
Fee a year0.35%0.55%
Fund size$435.7m$56.0m
Holdings50150
1Y price return−5.1%−9.0%
Distribution yield7.51%10.08%
Look-through coverage100.0%99.9%

Return, last year

change since the start
share of each fund
  • ESTX
  • GOAT
  • ASML ASML HOLDING NVIn all 2ESTX10.4%GOAT3.1%
  • NVDA NVIDIA CORPIn 1 of 2ESTXnot heldGOAT5.2%
  • AAPL APPLE INCIn 1 of 2ESTXnot heldGOAT5.1%
  • MSFT MICROSOFT CORPIn 1 of 2ESTXnot heldGOAT4.9%
  • GOOGL ALPHABET INC-AIn 1 of 2ESTXnot heldGOAT4.9%

and 178 more companies the funds hold

How alike they are

Keep going

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