IMTM vs IVE vs GOAT

  • IMTM
  • IVE
  • GOAT

IMTM, IVE and GOAT 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

IMTMIVEGOAT
FundiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.32%0.55%
Fund size$16.0m$577.0m$56.0m
Holdings369694150
1Y price return--+2.5%−9.0%
Distribution yieldNot yet3.62%10.08%
Look-through coverage98.9%98.5%99.9%

Return, last year

change since the start
share of each fund
  • IMTM
  • IVE
  • GOAT
  • MU MICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%IVEnot heldGOAT3.2%
  • NVDA NVIDIA CORPIn 1 of 3IMTMnot heldIVEnot heldGOAT5.2%
  • AAPL APPLE INCIn 1 of 3IMTMnot heldIVEnot heldGOAT5.1%
  • MSFT MICROSOFT CORPIn 1 of 3IMTMnot heldIVEnot heldGOAT4.9%
  • GOOGL ALPHABET INC-AIn 2 of 3IMTM2.6%IVEnot heldGOAT4.9%

and 855 more companies the funds hold

How alike they are

Keep going

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