Compare GOAT · WRLD · IAA
GOAT, WRLD and IAA hold 1,257 companies between them. None is 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
- Communication Services
- Consumer Discretionary
- Industrials
- Everything else
- 2330Taiwan Semiconductor Manufacturing Co LIn 1 of 3GOATnot heldWRLDnot heldIAA28.0%
- 005930Samsung Electronics Co LtdIn 1 of 3GOATnot heldWRLDnot heldIAA13.7%
- 000660SK HYNIX INCIn 1 of 3GOATnot heldWRLDnot heldIAA11.4%
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%WRLD6.0%IAAnot held
- AAPLAPPLE INCIn 2 of 3GOAT5.1%WRLD5.3%IAAnot held
- 700Tencent Holdings LtdIn 1 of 3GOATnot heldWRLDnot heldIAA5.1%
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%WRLD4.2%IAAnot held
- GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%WRLD2.3%IAAnot held
- 9988ALIBABA GROUP HOLDINGIn 1 of 3GOATnot heldWRLDnot heldIAA4.0%
- 2454MEDIATEK INCIn 1 of 3GOATnot heldWRLDnot heldIAA3.7%
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 IAA share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- WRLD and IAA share 5 companies0.3%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.