Compare GOAT · CETF · WDMF

GOAT, CETF and WDMF hold 592 companies between them. None is in every one of them, and GOAT and WDMF are the most alike: 32.5% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Energy
• Health Care
• Everything else

• 600519KWEICHOW MOUTAI A (HK-C)In 1 of 3GOATnot heldCETF7.9%WDMFnot held
• 300750Contemporary Amperex Technology Co LtdIn 1 of 3GOATnot heldCETF6.4%WDMFnot held
• NVDANVIDIA CORPIn 2 of 3GOAT5.2%CETFnot heldWDMF5.7%
• AAPLAPPLE INCIn 2 of 3GOAT5.1%CETFnot heldWDMF5.1%
• MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%CETFnot heldWDMF3.9%
• GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%CETFnot heldWDMF0.3%
• 300308ZHONGJI INNOLI-AIn 1 of 3GOATnot heldCETF4.6%WDMFnot held
• 600036China Merchants Bank Co LtdIn 1 of 3GOATnot heldCETF4.2%WDMFnot held
• 600900China Yangtze Power Co LtdIn 1 of 3GOATnot heldCETF3.5%WDMFnot held
• GOOGALPHABET INC-CIn 1 of 3GOATnot heldCETFnot heldWDMF3.5%

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.

• GOAT and WDMF share 77 companies32.5%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GOAT and CETF share 0 companies0.0%
• CETF and WDMF share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

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.

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.