GOAT vs HVLU vs VISM

  • GOAT
  • HVLU
  • VISM

GOAT, HVLU and VISM hold 4,024 companies between them. None is in every one of them, and GOAT and HVLU are the most alike: 18% of each is the same companies.

Side by side

GOATHVLUVISM
FundVanEckVanEckVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.43%0.32%
Fund size$56.0m$61.0m$753.9m
Holdings1502493715
1Y price return−9.0%+31.6%+0.4%
Distribution yield10.08%17.13%8.17%
Look-through coverage99.9%100.0%99.2%

Return, last year

change since the start
share of each fund
  • GOAT
  • HVLU
  • VISM
  • NVDA NVIDIA CORPIn 1 of 3GOAT5.2%HVLUnot heldVISMnot held
  • AAPL APPLE INCIn 1 of 3GOAT5.1%HVLUnot heldVISMnot held
  • MSFT MICROSOFT CORPIn 1 of 3GOAT4.9%HVLUnot heldVISMnot held
  • GOOGL ALPHABET INC-AIn 1 of 3GOAT4.9%HVLUnot heldVISMnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%HVLU4.9%VISMnot held

and 4,014 more companies the funds hold

How alike they are

Keep going

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