Compare GOAT · VISM · CNEW
GOAT, VISM and CNEW hold 3,933 companies between them. None is in every one of them, and GOAT and VISM are the most alike: 1.1% of each 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
- Health Care
- Consumer Discretionary
- Consumer Staples
- Financials
- Everything else
- NVDANVIDIA CORPIn 1 of 3GOAT5.2%VISMnot heldCNEWnot held
- AAPLAPPLE INCIn 1 of 3GOAT5.1%VISMnot heldCNEWnot held
- MSFTMICROSOFT CORPIn 1 of 3GOAT4.9%VISMnot heldCNEWnot held
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%VISMnot heldCNEWnot held
- LLYELI LILLY & COIn 1 of 3GOAT3.3%VISMnot heldCNEWnot held
- MUMICRON TECHNOLOGY INCIn 1 of 3GOAT3.2%VISMnot heldCNEWnot held
- ASMLASML HOLDING NVIn 1 of 3GOAT3.1%VISMnot heldCNEWnot held
- 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3GOATnot heldVISMnot heldCNEW2.0%
- HSBAHSBC HOLDINGS PLCIn 1 of 3GOAT1.7%VISMnot heldCNEWnot held
- 688046Gempharmatech Co LtdIn 1 of 3GOATnot heldVISMnot heldCNEW1.7%
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.
- GOAT and CNEW share 0 companies0.0%
- VISM and CNEW share 0 companies0.0%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.