GOAT vs GARP vs WDMF vs WRLD

  • GOAT
  • GARP
  • WDMF
  • WRLD

GOAT, GARP, WDMF and WRLD hold 1,319 companies between them. 20 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

GOATGARPWDMFWRLD
FundVanEckGlobal XiSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.30%0.35%0.54%
Fund size$56.0m$131.6m$154.0m--
Holdings1502204931196
1Y price return−8.9%−2.4%+8.4%+8.1%
Distribution yield10.08%5.90%3.37%0.26%
Look-through coverage99.9%100.0%99.3%99.9%

Return, last year

change since the start
share of each fund
  • GOAT
  • GARP
  • WDMF
  • WRLD
  • MSFT MICROSOFT CORPIn all 4GOAT4.9%GARP6.2%WDMF3.9%WRLD4.2%
  • META META PLATFORMS INCIn 3 of 4GOATnot heldGARP6.1%WDMF1.5%WRLD1.8%
  • NVDA NVIDIA CORPIn all 4GOAT5.2%GARP5.5%WDMF5.7%WRLD6.0%
  • AAPL APPLE INCIn 3 of 4GOAT5.1%GARPnot heldWDMF5.1%WRLD5.3%
  • LLY ELI LILLY & COIn all 4GOAT3.3%GARP5.1%WDMF0.9%WRLD1.1%

and 1,309 more companies the funds hold

How alike they are

Show the other 2

Keep going

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