GOAT vs WDMF vs WRLD vs GARP

  • GOAT
  • WDMF
  • WRLD
  • GARP

GOAT, WDMF, WRLD and GARP hold 1,319 companies between them. 20 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

GOATWDMFWRLDGARP
FundVanEckiSharesBetaSharesGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.35%0.54%0.30%
Fund size$56.0m$154.0m--$131.6m
Holdings1504931196220
1Y price return−8.9%+8.4%+8.1%−2.4%
Distribution yield10.08%3.37%0.26%5.90%
Look-through coverage99.9%99.3%99.9%100.0%

Return, last year

change since the start
share of each fund
  • GOAT
  • WDMF
  • WRLD
  • GARP
  • MSFT MICROSOFT CORPIn all 4GOAT4.9%WDMF3.9%WRLD4.2%GARP6.2%
  • META META PLATFORMS INCIn 3 of 4GOATnot heldWDMF1.5%WRLD1.8%GARP6.1%
  • NVDA NVIDIA CORPIn all 4GOAT5.2%WDMF5.7%WRLD6.0%GARP5.5%
  • AAPL APPLE INCIn 3 of 4GOAT5.1%WDMF5.1%WRLD5.3%GARPnot held
  • LLY ELI LILLY & COIn all 4GOAT3.3%WDMF0.9%WRLD1.1%GARP5.1%

and 1,309 more companies the funds hold

How alike they are

Show the other 2

Keep going

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