GOAT vs HVLU

  • GOAT
  • HVLU

GOAT and HVLU hold 360 companies between them. 37 are in both, and 18% of each fund is the same companies.

In both · 18%GOAT only · 82%

Side by side

FundVanEckVanEck
Asset classInternational sharesInternational shares
Fee a year0.55%0.43%
Fund size$56.0m$61.0m
Holdings150249
1Y price return−9.0%+31.6%
Distribution yield10.08%17.13%
Look-through coverage99.9%100.0%

Return, last year

change since the start
share of each fund
  • GOAT
  • HVLU
  • NVDA NVIDIA CORPIn 1 of 2GOAT5.2%HVLUnot held
  • AAPL APPLE INCIn 1 of 2GOAT5.1%HVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 2GOAT4.9%HVLUnot held
  • GOOGL ALPHABET INC-AIn 1 of 2GOAT4.9%HVLUnot held
  • MU MICRON TECHNOLOGY INCIn all 2GOAT3.2%HVLU4.9%

and 350 more companies the funds hold

How alike they are

Keep going

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