Compare GOAT · CETF · GARP
GOAT, CETF and GARP hold 389 companies between them. None is in every one of them, and GOAT and GARP are the most alike: 25.2% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Health Care
- Communication Services
- Everything else
- 600519KWEICHOW MOUTAI A (HK-C)In 1 of 3GOATnot heldCETF7.9%GARPnot held
- 300750Contemporary Amperex Technology Co LtdIn 1 of 3GOATnot heldCETF6.4%GARPnot held
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%CETFnot heldGARP6.2%
- METAMETA PLATFORMS INCIn 1 of 3GOATnot heldCETFnot heldGARP6.1%
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%CETFnot heldGARP5.5%
- AAPLAPPLE INCIn 1 of 3GOAT5.1%CETFnot heldGARPnot held
- LLYELI LILLY & COIn 2 of 3GOAT3.3%CETFnot heldGARP5.1%
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%CETFnot heldGARPnot held
- GOOGALPHABET INC-CIn 1 of 3GOATnot heldCETFnot heldGARP4.7%
- 300308ZHONGJI INNOLI-AIn 1 of 3GOATnot heldCETF4.6%GARPnot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GOAT already gives you
- GOAT and GARP share 30 companies25.2%
- GOAT and CETF share 0 companies0.0%
- CETF and GARP share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.