IMTM vs GOAT vs IVLU

  • IMTM
  • GOAT
  • IVLU

IMTM, GOAT and IVLU hold at least 656 companies between them. 34 are in every one of them, and IMTM and GOAT are the most alike: 31% of each is the same companies.

Side by side

IMTMGOATIVLU
FundiSharesVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.55%0.25%
Fund size$16.0m$56.0m$28.0m
Holdings369150408
1Y price return--−9.0%--
Distribution yieldNot yet10.08%Not yet
Look-through coverage98.9%99.9%99.6%

Return, last year

change since the start
share of each fund
  • IMTM
  • GOAT
  • IVLU
  • MU MICRON TECHNOLOGY INCIn all 3IMTM5.5%GOAT3.2%IVLU16.3%
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldGOAT5.2%IVLUnot held
  • AAPL APPLE INCIn 1 of 3IMTMnot heldGOAT5.1%IVLUnot held
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldGOAT4.9%IVLUnot held
  • GOOGL ALPHABET INC-AIn 2 of 3IMTM2.6%GOAT4.9%IVLUnot held

and 646 more companies the funds hold

How alike they are

Keep going

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