GOAT vs IMTM vs GARP vs IIND vs VISM

  • GOAT
  • IMTM
  • GARP
  • IIND
  • VISM

GOAT, IMTM, GARP, IIND and VISM hold 4,234 companies between them. None is in every one of them, and GOAT and IMTM are the most alike: 31% of each is the same companies.

Side by side

GOATIMTMGARPIINDVISM
FundVanEckiSharesGlobal XBetaSharesVanguard
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.30%0.80%0.32%
Fund size$56.0m$16.0m$131.6m$178.0m$753.9m
Holdings150369220323715
1Y price return−8.9%--−2.4%−19.7%+0.3%
Distribution yield10.08%Not yet5.90%0.88%8.17%
Look-through coverage99.9%98.9%100.0%99.6%99.2%

Return, last year

change since the start
share of each fund
  • GOAT
  • IMTM
  • GARP
  • IIND
  • VISM
  • MSFT MICROSOFT CORPIn 2 of 5GOAT4.9%IMTMnot heldGARP6.2%IINDnot heldVISMnot held
  • META META PLATFORMS INCIn 1 of 5GOATnot heldIMTMnot heldGARP6.1%IINDnot heldVISMnot held
  • NVDA NVIDIA CORPIn 2 of 5GOAT5.2%IMTMnot heldGARP5.5%IINDnot heldVISMnot held
  • MU MICRON TECHNOLOGY INCIn 2 of 5GOAT3.2%IMTM5.5%GARPnot heldIINDnot heldVISMnot held
  • AAPL APPLE INCIn 1 of 5GOAT5.1%IMTMnot heldGARPnot heldIINDnot heldVISMnot held

and 4,224 more companies the funds hold

How alike they are

Show the other 6

Keep going

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