GOAT vs VISM vs WDMF vs IMTM vs CNEW

  • GOAT
  • VISM
  • WDMF
  • IMTM
  • CNEW

GOAT, VISM, WDMF, IMTM and CNEW hold at least 4,446 companies between them. None is in every one of them, and GOAT and WDMF are the most alike: 32% of each is the same companies.

Side by side

GOATVISMWDMFIMTMCNEW
FundVanEckVanguardiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.32%0.35%0.25%0.95%
Fund size$56.0m$753.9m$154.0m$16.0m$81.0m
Holdings1503715493369121
1Y price return−9.0%+0.4%+8.1%--−6.9%
Distribution yield10.08%8.17%3.37%Not yet0.77%
Look-through coverage99.9%99.2%99.3%98.9%99.9%

Return, last year

change since the start
share of each fund
  • GOAT
  • VISM
  • WDMF
  • IMTM
  • CNEW
  • NVDA NVIDIA CORPIn 2 of 5GOAT5.2%VISMnot heldWDMF5.7%IMTMnot heldCNEWnot held
  • MU MICRON TECHNOLOGY INCIn 3 of 5GOAT3.2%VISMnot heldWDMF1.1%IMTM5.5%CNEWnot held
  • AAPL APPLE INCIn 2 of 5GOAT5.1%VISMnot heldWDMF5.1%IMTMnot heldCNEWnot held
  • MSFT MICROSOFT CORPIn 2 of 5GOAT4.9%VISMnot heldWDMF3.9%IMTMnot heldCNEWnot held
  • GOOGL ALPHABET INC-AIn 3 of 5GOAT4.9%VISMnot heldWDMF0.3%IMTM2.6%CNEWnot held

and 4,436 more companies the funds hold

How alike they are

Show the other 6

Keep going

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