Compare GOAT · WRLD · CFLO
GOAT, WRLD and CFLO hold 1,221 companies between them. 19 are in every one of them, and GOAT and WRLD are the most alike: 29.7% of each 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
- Industrials
- Health Care
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn all 3GOAT5.2%WRLD6.0%CFLO4.2%
- AAPLAPPLE INCIn 2 of 3GOAT5.1%WRLD5.3%CFLOnot held
- PANWPALO ALTO NETWORKS INCIn 2 of 3GOATnot heldWRLD0.4%CFLO5.3%
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%WRLD4.2%CFLOnot held
- GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%WRLD2.3%CFLOnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 2 of 3GOATnot heldWRLD0.4%CFLO4.9%
- CRWDCROWDSTRIKE HOLDINGS INCIn 2 of 3GOATnot heldWRLD0.3%CFLO4.4%
- ASMLASML HOLDING NVIn all 3GOAT3.1%WRLD0.8%CFLO4.0%
- VVISA INC-CLASS AIn 2 of 3GOATnot heldWRLD0.7%CFLO3.7%
- ANETARISTA NETWORKS INCIn 2 of 3GOATnot heldWRLD0.2%CFLO3.5%
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 WRLD share 120 companies29.7%
- GOAT and CFLO share 19 companies15.5%
- WRLD and CFLO share 185 companies17.1%
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.