GOAT vs HQLT vs VISM

  • GOAT
  • HQLT
  • VISM

GOAT, HQLT and VISM hold 3,920 companies between them. None is in every one of them, and GOAT and HQLT are the most alike: 12% of each is the same companies.

Side by side

GOATHQLTVISM
FundVanEckBetaSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.38%0.32%
Fund size$56.0m--$753.9m
Holdings1501633715
1Y price return−9.0%+10.2%+0.4%
Distribution yield10.08%4.02%8.17%
Look-through coverage99.9%99.9%99.2%

Return, last year

change since the start
share of each fund
  • GOAT
  • HQLT
  • VISM
  • META META PLATFORMS INCIn 1 of 3GOATnot heldHQLT5.6%VISMnot held
  • ASML ASML HOLDING NVIn 2 of 3GOAT3.1%HQLT5.2%VISMnot held
  • NVDA NVIDIA CORPIn 1 of 3GOAT5.2%HQLTnot heldVISMnot held
  • AAPL APPLE INCIn 1 of 3GOAT5.1%HQLTnot heldVISMnot held
  • MSFT MICROSOFT CORPIn 2 of 3GOAT4.9%HQLT5.1%VISMnot held

and 3,910 more companies the funds hold

How alike they are

Keep going

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