Compare GOAT · IIND · GARP
GOAT, IIND and GARP hold 369 companies between them. None is in every one of them, and GOAT and GARP are the most alike: 25.2% 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
- Consumer Discretionary
- Communication Services
- Everything else
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%IINDnot heldGARP6.2%
- METAMETA PLATFORMS INCIn 1 of 3GOATnot heldIINDnot heldGARP6.1%
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%IINDnot heldGARP5.5%
- AAPLAPPLE INCIn 1 of 3GOAT5.1%IINDnot heldGARPnot held
- LLYELI LILLY & COIn 2 of 3GOAT3.3%IINDnot heldGARP5.1%
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%IINDnot heldGARPnot held
- GOOGALPHABET INC-CIn 1 of 3GOATnot heldIINDnot heldGARP4.7%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3GOATnot heldIINDnot heldGARP4.4%
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3GOATnot heldIIND4.3%GARPnot held
- MMMahindra & Mahindra LtdIn 1 of 3GOATnot heldIIND4.2%GARPnot 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 GARP share 30 companies25.2%
- GOAT and IIND share 0 companies0.0%
- IIND and GARP share 0 companies0.0%
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.