IMTM vs GOAT vs IHQL

  • IMTM
  • GOAT
  • IHQL

IMTM, GOAT and IHQL hold at least 603 companies between them. 27 are in every one of them, and GOAT and IHQL are the most alike: 32% of each is the same companies.

Side by side

IMTMGOATIHQL
FundiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.55%0.28%
Fund size$16.0m$56.0m$2.0m
Holdings369150338
1Y price return--−8.9%--
Distribution yieldNot yet10.08%Not yet
Look-through coverage98.9%99.9%99.2%

Return, last year

change since the start
share of each fund
  • IMTM
  • GOAT
  • IHQL
  • META META PLATFORMS INCIn 1 of 3IMTMnot heldGOATnot heldIHQL5.8%
  • MSFT MICROSOFT CORPIn 2 of 3IMTMnot heldGOAT4.9%IHQL5.7%
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%GOAT3.2%IHQLnot held
  • NVDA NVIDIA CORPIn 2 of 3IMTMnot heldGOAT5.2%IHQL4.8%
  • AAPL APPLE INCIn 2 of 3IMTMnot heldGOAT5.1%IHQL5.2%

and 593 more companies the funds hold

How alike they are

Keep going

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