Compare GOAT · IMTM · WRLD

GOAT, IMTM and WRLD hold 1,258 companies between them. 70 are in every one of them, and IMTM and WRLD are the most alike: 32.3% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Energy
• Health Care
• Everything else

• NVDANVIDIA CORPIn 2 of 3GOAT5.2%IMTMnot heldWRLD6.0%
• MUMICRON TECHNOLOGY INCIn all 3GOAT3.2%IMTM5.5%WRLD1.4%
• AAPLAPPLE INCIn 2 of 3GOAT5.1%IMTMnot heldWRLD5.3%
• MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%IMTMnot heldWRLD4.2%
• GOOGLALPHABET INC-AIn all 3GOAT4.9%IMTM2.6%WRLD2.3%
• AMDADVANCED MICRO DEVICES INCIn 2 of 3GOATnot heldIMTM4.5%WRLD1.1%
• LLYELI LILLY & COIn 2 of 3GOAT3.3%IMTMnot heldWRLD1.1%
• ASMLASML HOLDING NVIn all 3GOAT3.1%IMTM2.7%WRLD0.8%
• INTCINTEL CORPORATIONIn 2 of 3GOATnot heldIMTM3.0%WRLD0.6%
• AMZNAMAZON.COM INCIn 1 of 3GOATnot heldIMTMnot heldWRLD2.7%

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.

• GOAT and IMTM share 82 companies31.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GOAT and WRLD share 120 companies29.7%
• IMTM and WRLD share 285 companies32.3%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

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.

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.