VISM vs CFLO vs WDMF vs GOAT

  • VISM
  • CFLO
  • WDMF
  • GOAT

VISM, CFLO, WDMF and GOAT hold 4,255 companies between them. None is in every one of them, and WDMF and GOAT are the most alike: 32% of each is the same companies.

Side by side

VISMCFLOWDMFGOAT
FundVanguardBetaSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.40%0.35%0.55%
Fund size$753.9m$26.0m$154.0m$56.0m
Holdings3715213493150
1Y price return+0.3%+12.2%+8.4%−8.9%
Distribution yield8.17%2.89%3.37%10.08%
Look-through coverage99.2%99.7%99.3%99.9%

Return, last year

change since the start
share of each fund
  • VISM
  • CFLO
  • WDMF
  • GOAT
  • NVDA NVIDIA CORPIn 3 of 4VISMnot heldCFLO4.2%WDMF5.7%GOAT5.2%
  • PANW PALO ALTO NETWORKS INCIn 1 of 4VISMnot heldCFLO5.3%WDMFnot heldGOATnot held
  • AAPL APPLE INCIn 2 of 4VISMnot heldCFLOnot heldWDMF5.1%GOAT5.1%
  • MSFT MICROSOFT CORPIn 2 of 4VISMnot heldCFLOnot heldWDMF3.9%GOAT4.9%
  • GOOGL ALPHABET INC-AIn 2 of 4VISMnot heldCFLOnot heldWDMF0.3%GOAT4.9%

and 4,245 more companies the funds hold

How alike they are

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