Compare VISM · GARP · GOAT

VISM, GARP and GOAT hold 3,976 companies between them. None is in every one of them, and GARP and GOAT are the most alike: 25.2% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Health Care
• Communication Services
• Everything else

• MSFTMICROSOFT CORPIn 2 of 3VISMnot heldGARP6.2%GOAT4.9%
• METAMETA PLATFORMS INCIn 1 of 3VISMnot heldGARP6.1%GOATnot held
• NVDANVIDIA CORPIn 2 of 3VISMnot heldGARP5.5%GOAT5.2%
• AAPLAPPLE INCIn 1 of 3VISMnot heldGARPnot heldGOAT5.1%
• LLYELI LILLY & COIn 2 of 3VISMnot heldGARP5.1%GOAT3.3%
• GOOGLALPHABET INC-AIn 1 of 3VISMnot heldGARPnot heldGOAT4.9%
• GOOGALPHABET INC-CIn 1 of 3VISMnot heldGARP4.7%GOATnot held
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3VISMnot heldGARP4.4%GOATnot held
• MUMICRON TECHNOLOGY INCIn 1 of 3VISMnot heldGARPnot heldGOAT3.2%
• ASMLASML HOLDING NVIn 2 of 3VISMnot heldGARP3.1%GOAT3.1%

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• VISM and GOAT share 8 companies1.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• VISM and GARP share 27 companies1.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GARP and GOAT share 30 companies25.2%

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.