GARP vs GOAT vs VISM

  • GARP
  • GOAT
  • VISM

GARP, GOAT and VISM hold 3,976 companies between them. None is in every one of them, and GARP and GOAT are the most alike: 25% of each is the same companies.

Side by side

GARPGOATVISM
FundGlobal XVanEckVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.55%0.32%
Fund size$131.6m$56.0m$753.9m
Holdings2201503715
1Y price return−2.6%−9.0%+0.4%
Distribution yield5.90%10.08%8.17%
Look-through coverage100.0%99.9%99.2%

Return, last year

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

and 3,966 more companies the funds hold

How alike they are

Keep going

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