GOAT vs GARP vs IAA

  • GOAT
  • GARP
  • IAA

GOAT, GARP and IAA hold 390 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

GOATGARPIAA
FundVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.30%0.29%
Fund size$56.0m$131.6m$1.3b
Holdings15022065
1Y price return−8.9%−2.4%+38.1%
Distribution yield10.08%5.90%1.45%
Look-through coverage99.9%100.0%99.5%

Return, last year

change since the start
share of each fund
  • GOAT
  • GARP
  • IAA
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 3GOATnot heldGARPnot heldIAA28.0%
  • 005930 Samsung Electronics Co LtdIn 1 of 3GOATnot heldGARPnot heldIAA13.7%
  • 000660 SK HYNIX INCIn 1 of 3GOATnot heldGARPnot heldIAA11.4%
  • MSFT MICROSOFT CORPIn 2 of 3GOAT4.9%GARP6.2%IAAnot held
  • META META PLATFORMS INCIn 1 of 3GOATnot heldGARP6.1%IAAnot held

and 380 more companies the funds hold

How alike they are

Keep going

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