IVE vs GOAT vs CETF

  • IVE
  • GOAT
  • CETF

IVE, GOAT and CETF hold at least 809 companies between them. None is in every one of them, and IVE and GOAT are the most alike: 23% of each is the same companies.

Side by side

IVEGOATCETF
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.60%
Fund size$577.0m$56.0m$36.0m
Holdings69415051
1Y price return+2.5%−9.0%−8.6%
Distribution yield3.62%10.08%2.01%
Look-through coverage98.5%99.9%100.0%

Return, last year

change since the start
share of each fund
  • IVE
  • GOAT
  • CETF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 3IVEnot heldGOATnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 3IVEnot heldGOATnot heldCETF6.4%
  • NVDA NVIDIA CORPIn 1 of 3IVEnot heldGOAT5.2%CETFnot held
  • AAPL APPLE INCIn 1 of 3IVEnot heldGOAT5.1%CETFnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVEnot heldGOAT4.9%CETFnot held

and 799 more companies the funds hold

How alike they are

Keep going

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