GOAT vs GARP vs CNEW vs IAA

  • GOAT
  • GARP
  • CNEW
  • IAA

GOAT, GARP, CNEW and IAA hold 510 companies between them. None is in every one of them, and GOAT and GARP are the most alike: 25% of each is the same companies.

Side by side

GOATGARPCNEWIAA
FundVanEckGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.30%0.95%0.29%
Fund size$56.0m$131.6m$81.0m$1.3b
Holdings15022012165
1Y price return−8.9%−2.4%−6.6%+38.1%
Distribution yield10.08%5.90%0.77%1.45%
Look-through coverage99.9%100.0%99.9%99.5%

Return, last year

change since the start
share of each fund
  • GOAT
  • GARP
  • CNEW
  • IAA
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4GOATnot heldGARPnot heldCNEWnot heldIAA28.0%
  • 005930 Samsung Electronics Co LtdIn 1 of 4GOATnot heldGARPnot heldCNEWnot heldIAA13.7%
  • 000660 SK HYNIX INCIn 1 of 4GOATnot heldGARPnot heldCNEWnot heldIAA11.4%
  • MSFT MICROSOFT CORPIn 2 of 4GOAT4.9%GARP6.2%CNEWnot heldIAAnot held
  • META META PLATFORMS INCIn 1 of 4GOATnot heldGARP6.1%CNEWnot heldIAAnot held

and 500 more companies the funds hold

How alike they are

Show the other 2

Keep going

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