GOAT vs WDMF vs WRLD vs IMTM

  • GOAT
  • WDMF
  • WRLD
  • IMTM

GOAT, WDMF, WRLD and IMTM hold at least 1,336 companies between them. 40 are in every one of them, and WDMF and WRLD are the most alike: 59% of each is the same companies.

Side by side

GOATWDMFWRLDIMTM
FundVanEckiSharesBetaSharesiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.55%0.35%0.54%0.25%
Fund size$56.0m$154.0m--$16.0m
Holdings1504931196369
1Y price return−8.9%+8.4%+8.1%--
Distribution yield10.08%3.37%0.26%Not yet
Look-through coverage99.9%99.3%99.9%98.9%

Return, last year

change since the start
share of each fund
  • GOAT
  • WDMF
  • WRLD
  • IMTM
  • NVDA NVIDIA CORPIn 3 of 4GOAT5.2%WDMF5.7%WRLD6.0%IMTMnot held
  • MU MICRON TECHNOLOGY INCIn all 4GOAT3.2%WDMF1.1%WRLD1.4%IMTM5.5%
  • AAPL APPLE INCIn 3 of 4GOAT5.1%WDMF5.1%WRLD5.3%IMTMnot held
  • MSFT MICROSOFT CORPIn 3 of 4GOAT4.9%WDMF3.9%WRLD4.2%IMTMnot held
  • GOOGL ALPHABET INC-AIn all 4GOAT4.9%WDMF0.3%WRLD2.3%IMTM2.6%

and 1,326 more companies the funds hold

How alike they are

Show the other 2

Keep going

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