Compare GOAT · VISM
GOAT and VISM hold 3,813 companies between them. 8 are in both, and 1.1% of each fund 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
- Energy
- Health Care
- Everything else
- NVDANVIDIA CORPIn 1 of 2GOAT5.2%VISMnot held
- AAPLAPPLE INCIn 1 of 2GOAT5.1%VISMnot held
- MSFTMICROSOFT CORPIn 1 of 2GOAT4.9%VISMnot held
- GOOGLALPHABET INC-AIn 1 of 2GOAT4.9%VISMnot held
- LLYELI LILLY & COIn 1 of 2GOAT3.3%VISMnot held
- MUMICRON TECHNOLOGY INCIn 1 of 2GOAT3.2%VISMnot held
- ASMLASML HOLDING NVIn 1 of 2GOAT3.1%VISMnot held
- HSBAHSBC HOLDINGS PLCIn 1 of 2GOAT1.7%VISMnot held
- SHELSHELL PLCIn 1 of 2GOAT1.4%VISMnot held
- NOVNNOVARTIS AG-REGIn 1 of 2GOAT1.4%VISMnot 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 VISM share 8 companies1.1%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.
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.