Compare GOAT · GTUM
GOAT and GTUM hold 304 companies between them. 46 are in both, and 22.8% of each fund 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
- Energy
- Health Care
- Everything else
- MUMICRON TECHNOLOGY INCIn all 2GOAT3.2%GTUM5.6%
- NVDANVIDIA CORPIn 1 of 2GOAT5.2%GTUMnot held
- AAPLAPPLE INCIn 1 of 2GOAT5.1%GTUMnot held
- MSFTMICROSOFT CORPIn 1 of 2GOAT4.9%GTUMnot held
- GOOGLALPHABET INC-AIn all 2GOAT4.9%GTUM2.6%
- LRCXLAM RESEARCH CORPIn 1 of 2GOATnot heldGTUM4.7%
- JNJJOHNSON & JOHNSONIn 1 of 2GOATnot heldGTUM4.6%
- CATCATERPILLAR INCIn 1 of 2GOATnot heldGTUM4.2%
- SNDKSANDISK CORP/DEIn 1 of 2GOATnot heldGTUM4.2%
- LLYELI LILLY & COIn 1 of 2GOAT3.3%GTUMnot held
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 GTUM share 46 companies22.8%
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.