IHQL vs GOAT

  • IHQL
  • GOAT

IHQL and GOAT hold 394 companies between them. 44 are in both, and 32% of each fund is the same companies.

In both · 32%IHQL only · 68%

Side by side

IHQLGOAT
FundiSharesVanEck
Asset classInternational sharesInternational shares
Fee a year0.28%0.55%
Fund size$2.0m$56.0m
Holdings338150
1Y price return--−8.9%
Distribution yieldNot yet10.08%
Look-through coverage99.2%99.9%

Return, last year

change since the start
share of each fund
  • IHQL
  • GOAT
  • META META PLATFORMS INCIn 1 of 2IHQL5.8%GOATnot held
  • MSFT MICROSOFT CORPIn all 2IHQL5.7%GOAT4.9%
  • NVDA NVIDIA CORPIn all 2IHQL4.8%GOAT5.2%
  • AAPL APPLE INCIn all 2IHQL5.2%GOAT5.1%
  • GOOGL ALPHABET INC-AIn all 2IHQL2.3%GOAT4.9%

and 384 more companies the funds hold

How alike they are

Keep going

See IHQL + GOAT as one portfolioEvery company, where you'd own it twiceWhat moved IHQL this monthIts biggest gains and falls, by company