GARP vs QLTY vs GOAT

  • GARP
  • QLTY
  • GOAT

GARP, QLTY and GOAT hold 431 companies between them. 4 are in every one of them, and GARP and QLTY are the most alike: 35% of each is the same companies.

Side by side

GARPQLTYGOAT
FundGlobal XBetaSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.55%
Fund size$131.6m--$56.0m
Holdings220163150
1Y price return−2.6%+3.9%−9.0%
Distribution yield5.90%3.24%10.08%
Look-through coverage100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • GARP
  • QLTY
  • GOAT
  • MSFT MICROSOFT CORPIn all 3GARP6.2%QLTY5.1%GOAT4.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%QLTY5.6%GOATnot held
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%QLTYnot heldGOAT5.2%
  • ASML ASML HOLDING NVIn all 3GARP3.1%QLTY5.2%GOAT3.1%
  • AAPL APPLE INCIn 1 of 3GARPnot heldQLTYnot heldGOAT5.1%

and 421 more companies the funds hold

How alike they are

Keep going

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