IMTM vs ESTX vs GOAT

  • IMTM
  • ESTX
  • GOAT

IMTM, ESTX and GOAT hold 442 companies between them. 6 are in every one of them, and IMTM and GOAT are the most alike: 31% of each is the same companies.

Side by side

IMTMESTXGOAT
FundiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.35%0.55%
Fund size$16.0m$435.7m$56.0m
Holdings36950150
1Y price return--−5.3%−8.9%
Distribution yieldNot yet7.51%10.08%
Look-through coverage98.9%100.0%99.9%

Return, last year

change since the start
share of each fund
  • IMTM
  • ESTX
  • GOAT
  • ASML ASML HOLDING NVIn all 3IMTM2.7%ESTX10.4%GOAT3.1%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%ESTXnot heldGOAT3.2%
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldESTXnot heldGOAT5.2%
  • AAPL APPLE INCIn 1 of 3IMTMnot heldESTXnot heldGOAT5.1%
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldESTXnot heldGOAT4.9%

and 432 more companies the funds hold

How alike they are

Keep going

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