Compare GOAT · WRLD · WDMF

GOAT, WRLD and WDMF hold 1,302 companies between them. 69 are in every one of them, and WRLD and WDMF are the most alike: 58.8% of each is the same companies.

• Information Technology
• Financials
• Health Care
• Industrials
• Consumer Discretionary
• Everything else

• NVDANVIDIA CORPIn all 3GOAT5.2%WRLD6.0%WDMF5.7%
• AAPLAPPLE INCIn all 3GOAT5.1%WRLD5.3%WDMF5.1%
• MSFTMICROSOFT CORPIn all 3GOAT4.9%WRLD4.2%WDMF3.9%
• GOOGLALPHABET INC-AIn all 3GOAT4.9%WRLD2.3%WDMF0.3%
• GOOGALPHABET INC-CIn 2 of 3GOATnot heldWRLD1.9%WDMF3.5%
• LLYELI LILLY & COIn all 3GOAT3.3%WRLD1.1%WDMF0.9%
• MUMICRON TECHNOLOGY INCIn all 3GOAT3.2%WRLD1.4%WDMF1.1%
• ASMLASML HOLDING NVIn all 3GOAT3.1%WRLD0.8%WDMF0.7%
• AMZNAMAZON.COM INCIn 2 of 3GOATnot heldWRLD2.7%WDMF2.3%
• AVGOBROADCOM INCIn 2 of 3GOATnot heldWRLD1.9%WDMF1.9%

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.

• 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 WRLD share 120 companies29.7%
• WRLD and WDMF share 369 companies58.8%
  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.

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.