Compare GOAT · WDMF
GOAT and WDMF hold 542 companies between them. 77 are in both, and 32.5% 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
- Health Care
- Energy
- Industrials
- Everything else
- NVDANVIDIA CORPIn all 2GOAT5.2%WDMF5.7%
- AAPLAPPLE INCIn all 2GOAT5.1%WDMF5.1%
- MSFTMICROSOFT CORPIn all 2GOAT4.9%WDMF3.9%
- GOOGLALPHABET INC-AIn all 2GOAT4.9%WDMF0.3%
- GOOGALPHABET INC-CIn 1 of 2GOATnot heldWDMF3.5%
- LLYELI LILLY & COIn all 2GOAT3.3%WDMF0.9%
- MUMICRON TECHNOLOGY INCIn all 2GOAT3.2%WDMF1.1%
- ASMLASML HOLDING NVIn all 2GOAT3.1%WDMF0.7%
- AMZNAMAZON.COM INCIn 1 of 2GOATnot heldWDMF2.3%
- AVGOBROADCOM INCIn 1 of 2GOATnot heldWDMF1.9%
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 WDMF share 77 companies32.5%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.