IMTM vs GOAT vs IVE

  • IMTM
  • GOAT
  • IVE

IMTM, GOAT and IVE hold at least 865 companies between them. 33 are in every one of them, and IMTM and GOAT are the most alike: 31% of each is the same companies.

Side by side

IMTMGOATIVE
FundiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.55%0.32%
Fund size$16.0m$56.0m$577.0m
Holdings369150694
1Y price return--−9.0%+2.5%
Distribution yieldNot yet10.19%3.63%
Look-through coverage98.9%99.9%98.5%

Return, last year

change since the start
share of each fund
  • IMTM
  • GOAT
  • IVE
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%GOAT3.2%IVEnot held
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldGOAT5.2%IVEnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldGOAT5.1%IVEnot held
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldGOAT4.9%IVEnot held
  • GOOGL ALPHABET INC-AIn 2 of 3IMTM2.6%GOAT4.9%IVEnot held

and 855 more companies the funds hold

How alike they are

Keep going

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