Compare GOAT · GARP · CETF
GOAT, GARP and CETF 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 heldGARPnot heldCETF7.9%
- 300750Contemporary Amperex Technology Co LtdIn 1 of 3GOATnot heldGARPnot heldCETF6.4%
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%GARP6.2%CETFnot held
- METAMETA PLATFORMS INCIn 1 of 3GOATnot heldGARP6.1%CETFnot held
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%GARP5.5%CETFnot held
- AAPLAPPLE INCIn 1 of 3GOAT5.1%GARPnot heldCETFnot held
- LLYELI LILLY & COIn 2 of 3GOAT3.3%GARP5.1%CETFnot held
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%GARPnot heldCETFnot held
- GOOGALPHABET INC-CIn 1 of 3GOATnot heldGARP4.7%CETFnot held
- 300308ZHONGJI INNOLI-AIn 1 of 3GOATnot heldGARPnot heldCETF4.6%
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%
- GARP and CETF 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.