IVLU vs GOAT vs VISM

  • IVLU
  • GOAT
  • VISM

IVLU, GOAT and VISM hold 4,157 companies between them. None is in every one of them, and IVLU and GOAT are the most alike: 18% of each is the same companies.

Side by side

IVLUGOATVISM
FundiSharesVanEckVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.55%0.32%
Fund size$28.0m$56.0m$753.9m
Holdings4081503715
1Y price return--−9.0%+0.4%
Distribution yieldNot yet10.08%8.17%
Look-through coverage99.6%99.9%99.2%

Return, last year

change since the start
share of each fund
  • IVLU
  • GOAT
  • VISM
  • MU MICRON TECHNOLOGY INCIn 2 of 3IVLU16.3%GOAT3.2%VISMnot held
  • NVDA NVIDIA CORPIn 1 of 3IVLUnot heldGOAT5.2%VISMnot held
  • AAPL APPLE INCIn 1 of 3IVLUnot heldGOAT5.1%VISMnot held
  • MSFT MICROSOFT CORPIn 1 of 3IVLUnot heldGOAT4.9%VISMnot held
  • GOOGL ALPHABET INC-AIn 1 of 3IVLUnot heldGOAT4.9%VISMnot held

and 4,147 more companies the funds hold

How alike they are

Keep going

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