GOAT vs CETF vs WDMF vs GARP vs VISM

  • GOAT
  • CETF
  • WDMF
  • GARP
  • VISM

GOAT, CETF, WDMF, GARP and VISM hold 4,295 companies between them. None is in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

GOATCETFWDMFGARPVISM
FundVanEckVanEckiSharesGlobal XVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.60%0.35%0.30%0.32%
Fund size$56.0m$36.0m$154.0m$131.6m$753.9m
Holdings150514932203715
1Y price return−8.9%−9.8%+8.4%−2.4%+0.3%
Distribution yield10.08%2.01%3.37%5.90%8.17%
Look-through coverage99.9%100.0%99.3%100.0%99.2%

Return, last year

change since the start
share of each fund
  • GOAT
  • CETF
  • WDMF
  • GARP
  • VISM
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 5GOATnot heldCETF7.9%WDMFnot heldGARPnot heldVISMnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 5GOATnot heldCETF6.4%WDMFnot heldGARPnot heldVISMnot held
  • MSFT MICROSOFT CORPIn 3 of 5GOAT4.9%CETFnot heldWDMF3.9%GARP6.2%VISMnot held
  • META META PLATFORMS INCIn 2 of 5GOATnot heldCETFnot heldWDMF1.5%GARP6.1%VISMnot held
  • NVDA NVIDIA CORPIn 3 of 5GOAT5.2%CETFnot heldWDMF5.7%GARP5.5%VISMnot held

and 4,285 more companies the funds hold

How alike they are

Show the other 6

Keep going

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