GARP vs GOAT

  • GARP
  • GOAT

GARP and GOAT hold 339 companies between them. 30 are in both, and 25% of each fund is the same companies.

In both · 25%GARP only · 75%

Side by side

GARPGOAT
FundGlobal XVanEck
Asset classInternational sharesInternational shares
Fee a year0.30%0.55%
Fund size$131.6m$56.0m
Holdings220150
1Y price return−2.6%−9.0%
Distribution yield5.90%10.08%
Look-through coverage100.0%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • GOAT
  • MSFT MICROSOFT CORPIn all 2GARP6.2%GOAT4.9%
  • META META PLATFORMS INCIn 1 of 2GARP6.1%GOATnot held
  • NVDA NVIDIA CORPIn all 2GARP5.5%GOAT5.2%
  • AAPL APPLE INCIn 1 of 2GARPnot heldGOAT5.1%
  • LLY ELI LILLY & COIn all 2GARP5.1%GOAT3.3%

and 329 more companies the funds hold

How alike they are

Keep going

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