GOAT vs GARP vs IAA vs CNEW

  • GOAT
  • GARP
  • IAA
  • CNEW

GOAT, GARP, IAA and CNEW 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

GOATGARPIAACNEW
FundVanEckGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.30%0.29%0.95%
Fund size$56.0m$131.6m$1.3b$81.0m
Holdings15022065121
1Y price return−8.9%−2.4%+38.1%−6.6%
Distribution yield10.08%5.90%1.45%0.77%
Look-through coverage99.9%100.0%99.5%99.9%

Return, last year

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

and 500 more companies the funds hold

How alike they are

Show the other 2

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