Compare IFRA · WDMF · GOAT

IFRA, WDMF and GOAT hold 669 companies between them. None is in every one of them, and WDMF and GOAT are the most alike: 32.5% of each is the same companies.

• Information Technology
• Utilities
• Industrials
• Energy
• Financials
• Everything else

• NVDANVIDIA CORPIn 2 of 3IFRAnot heldWDMF5.7%GOAT5.2%
• AAPLAPPLE INCIn 2 of 3IFRAnot heldWDMF5.1%GOAT5.1%
• AENAAENA SME SAIn 1 of 3IFRA5.1%WDMFnot heldGOATnot held
• MSFTMICROSOFT CORPIn 2 of 3IFRAnot heldWDMF3.9%GOAT4.9%
• GOOGLALPHABET INC-AIn 2 of 3IFRAnot heldWDMF0.3%GOAT4.9%
• TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%WDMFnot heldGOATnot held
• NEENEXTERA ENERGY INCIn 1 of 3IFRA4.8%WDMFnot heldGOATnot held
• UNPUNION PACIFIC CORPIn 1 of 3IFRA3.9%WDMFnot heldGOATnot held
• GOOGALPHABET INC-CIn 1 of 3IFRAnot heldWDMF3.5%GOATnot held
• LLYELI LILLY & COIn 2 of 3IFRAnot heldWDMF0.9%GOAT3.3%

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.

• IFRA and GOAT share 4 companies1.7%
• IFRA and WDMF share 12 companies1.4%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• WDMF and GOAT share 77 companies32.5%
  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.