GOAT vs WDMF vs IIND vs GARP vs CNEW

  • GOAT
  • WDMF
  • IIND
  • GARP
  • CNEW

GOAT, WDMF, IIND, GARP and CNEW hold 796 companies between them. None is in every one of them, and WDMF and GARP are the most alike: 33% of each is the same companies.

Side by side

GOATWDMFIINDGARPCNEW
FundVanEckiSharesBetaSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.35%0.80%0.30%0.95%
Fund size$56.0m$154.0m$178.0m$131.6m$81.0m
Holdings15049332220121
1Y price return−8.9%+8.4%−19.7%−2.4%−6.6%
Distribution yield10.08%3.37%0.88%5.90%0.77%
Look-through coverage99.9%99.3%99.6%100.0%99.9%

Return, last year

change since the start
share of each fund
  • GOAT
  • WDMF
  • IIND
  • GARP
  • CNEW
  • MSFT MICROSOFT CORPIn 3 of 5GOAT4.9%WDMF3.9%IINDnot heldGARP6.2%CNEWnot held
  • META META PLATFORMS INCIn 2 of 5GOATnot heldWDMF1.5%IINDnot heldGARP6.1%CNEWnot held
  • NVDA NVIDIA CORPIn 3 of 5GOAT5.2%WDMF5.7%IINDnot heldGARP5.5%CNEWnot held
  • AAPL APPLE INCIn 2 of 5GOAT5.1%WDMF5.1%IINDnot heldGARPnot heldCNEWnot held
  • LLY ELI LILLY & COIn 3 of 5GOAT3.3%WDMF0.9%IINDnot heldGARP5.1%CNEWnot held

and 786 more companies the funds hold

How alike they are

Show the other 6

Keep going

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