Compare GOAT · VISM · WRLD

GOAT, VISM and WRLD hold 4,735 companies between them. None is in every one of them, and GOAT and WRLD are the most alike: 29.7% of each is the same companies.

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

• NVDANVIDIA CORPIn 2 of 3GOAT5.2%VISMnot heldWRLD6.0%
• AAPLAPPLE INCIn 2 of 3GOAT5.1%VISMnot heldWRLD5.3%
• MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%VISMnot heldWRLD4.2%
• GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%VISMnot heldWRLD2.3%
• LLYELI LILLY & COIn 2 of 3GOAT3.3%VISMnot heldWRLD1.1%
• MUMICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%VISMnot heldWRLD1.4%
• ASMLASML HOLDING NVIn 2 of 3GOAT3.1%VISMnot heldWRLD0.8%
• AMZNAMAZON.COM INCIn 1 of 3GOATnot heldVISMnot heldWRLD2.7%
• GOOGALPHABET INC-CIn 1 of 3GOATnot heldVISMnot heldWRLD1.9%
• AVGOBROADCOM INCIn 1 of 3GOATnot heldVISMnot heldWRLD1.9%

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 WRLD share 120 companies29.7%
• GOAT and VISM share 8 companies1.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• VISM and WRLD share 138 companies0.6%
  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.