GOAT vs IMTM vs WDMF vs WRLD

  • GOAT
  • IMTM
  • WDMF
  • WRLD

GOAT, IMTM, WDMF and WRLD hold at least 1,336 companies between them. 40 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

GOATIMTMWDMFWRLD
FundVanEckiSharesiSharesBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.35%0.54%
Fund size$56.0m$16.0m$154.0m--
Holdings1503694931196
1Y price return−8.9%--+8.4%+8.1%
Distribution yield10.08%Not yet3.37%0.26%
Look-through coverage99.9%98.9%99.3%99.9%

Return, last year

change since the start
share of each fund
  • GOAT
  • IMTM
  • WDMF
  • WRLD
  • NVDA NVIDIA CORPIn 3 of 4GOAT5.2%IMTMnot heldWDMF5.7%WRLD6.0%
  • MU MICRON TECHNOLOGY INCIn all 4GOAT3.2%IMTM5.5%WDMF1.1%WRLD1.4%
  • AAPL APPLE INCIn 3 of 4GOAT5.1%IMTMnot heldWDMF5.1%WRLD5.3%
  • MSFT MICROSOFT CORPIn 3 of 4GOAT4.9%IMTMnot heldWDMF3.9%WRLD4.2%
  • GOOGL ALPHABET INC-AIn all 4GOAT4.9%IMTM2.6%WDMF0.3%WRLD2.3%

and 1,326 more companies the funds hold

How alike they are

Show the other 2

Keep going

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