Compare GOAT · WDMF · VISM
GOAT, WDMF and VISM hold at least 4,163 companies between them. None is in every one of them, and GOAT and WDMF are the most alike: 32.5% of each is the same companies.
We can see through 99.5% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Industrials
- Health Care
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%WDMF5.7%VISMnot held
- AAPLAPPLE INCIn 2 of 3GOAT5.1%WDMF5.1%VISMnot held
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%WDMF3.9%VISMnot held
- GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%WDMF0.3%VISMnot held
- GOOGALPHABET INC-CIn 1 of 3GOATnot heldWDMF3.5%VISMnot held
- LLYELI LILLY & COIn 2 of 3GOAT3.3%WDMF0.9%VISMnot held
- MUMICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%WDMF1.1%VISMnot held
- ASMLASML HOLDING NVIn 2 of 3GOAT3.1%WDMF0.7%VISMnot held
- AMZNAMAZON.COM INCIn 1 of 3GOATnot heldWDMF2.3%VISMnot held
- AVGOBROADCOM INCIn 1 of 3GOATnot heldWDMF1.9%VISMnot held
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.
- GOAT and VISM share 8 companies1.1%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WDMF and VISM share 43 companies1.8%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.