Compare GOAT · GARP · WRLD
GOAT, GARP and WRLD hold 1,233 companies between them. 29 are in every one of them, and GARP and WRLD are the most alike: 30.2% 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
- Communication Services
- Health Care
- Everything else
- MSFTMICROSOFT CORPIn all 3GOAT4.9%GARP6.2%WRLD4.2%
- METAMETA PLATFORMS INCIn 2 of 3GOATnot heldGARP6.1%WRLD1.8%
- NVDANVIDIA CORPIn all 3GOAT5.2%GARP5.5%WRLD6.0%
- AAPLAPPLE INCIn 2 of 3GOAT5.1%GARPnot heldWRLD5.3%
- LLYELI LILLY & COIn all 3GOAT3.3%GARP5.1%WRLD1.1%
- GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%GARPnot heldWRLD2.3%
- GOOGALPHABET INC-CIn 2 of 3GOATnot heldGARP4.7%WRLD1.9%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GOATnot heldGARP4.4%WRLD0.8%
- MUMICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%GARPnot heldWRLD1.4%
- ASMLASML HOLDING NVIn all 3GOAT3.1%GARP3.1%WRLD0.8%
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 WRLD share 120 companies29.7%
- GOAT and GARP share 30 companies25.2%
- GARP and WRLD share 195 companies30.2%
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.