Compare GOAT · CNEW · WDMF
GOAT, CNEW and WDMF hold 662 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.
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
- Health Care
- Consumer Staples
- Financials
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%CNEWnot heldWDMF5.7%
- AAPLAPPLE INCIn 2 of 3GOAT5.1%CNEWnot heldWDMF5.1%
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%CNEWnot heldWDMF3.9%
- GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%CNEWnot heldWDMF0.3%
- GOOGALPHABET INC-CIn 1 of 3GOATnot heldCNEWnot heldWDMF3.5%
- LLYELI LILLY & COIn 2 of 3GOAT3.3%CNEWnot heldWDMF0.9%
- MUMICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%CNEWnot heldWDMF1.1%
- ASMLASML HOLDING NVIn 2 of 3GOAT3.1%CNEWnot heldWDMF0.7%
- AMZNAMAZON.COM INCIn 1 of 3GOATnot heldCNEWnot heldWDMF2.3%
- 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3GOATnot heldCNEW2.0%WDMFnot 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 WDMF share 77 companies32.5%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GOAT and CNEW share 0 companies0.0%
- CNEW 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.
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.