Compare GTUM · GOAT
GTUM and GOAT hold 304 companies between them. 46 are in both, and 22.8% of each fund 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
- Energy
- Health Care
- Everything else
- MUMICRON TECHNOLOGY INCIn all 2GTUM5.6%GOAT3.2%
- NVDANVIDIA CORPIn 1 of 2GTUMnot heldGOAT5.2%
- AAPLAPPLE INCIn 1 of 2GTUMnot heldGOAT5.1%
- MSFTMICROSOFT CORPIn 1 of 2GTUMnot heldGOAT4.9%
- GOOGLALPHABET INC-AIn all 2GTUM2.6%GOAT4.9%
- LRCXLAM RESEARCH CORPIn 1 of 2GTUM4.7%GOATnot held
- JNJJOHNSON & JOHNSONIn 1 of 2GTUM4.6%GOATnot held
- CATCATERPILLAR INCIn 1 of 2GTUM4.2%GOATnot held
- SNDKSANDISK CORP/DEIn 1 of 2GTUM4.2%GOATnot held
- LLYELI LILLY & COIn 1 of 2GTUMnot heldGOAT3.3%
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 GTUM already gives you
- GTUM and GOAT share 46 companies22.8%
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.