GOAT vs IVLU vs VISM

  • GOAT
  • IVLU
  • VISM

GOAT, IVLU and VISM hold 4,157 companies between them. None is in every one of them, and GOAT and IVLU are the most alike: 18% of each is the same companies.

Side by side

GOATIVLUVISM
FundVanEckiSharesVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.55%0.25%0.32%
Fund size$56.0m$28.0m$753.9m
Holdings1504083715
1Y price return−9.0%--+0.4%
Distribution yield10.08%Not yet8.17%
Look-through coverage99.9%99.6%99.2%

Return, last year

change since the start
share of each fund
  • GOAT
  • IVLU
  • VISM
  • MU MICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%IVLU16.3%VISMnot held
  • NVDA NVIDIA CORPIn 1 of 3GOAT5.2%IVLUnot heldVISMnot held
  • AAPL APPLE INCIn 1 of 3GOAT5.1%IVLUnot heldVISMnot held
  • MSFT MICROSOFT CORPIn 1 of 3GOAT4.9%IVLUnot heldVISMnot held
  • GOOGL ALPHABET INC-AIn 1 of 3GOAT4.9%IVLUnot heldVISMnot held

and 4,147 more companies the funds hold

How alike they are

Keep going

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