VISM vs GARP vs QLTY vs GOAT

  • VISM
  • GARP
  • QLTY
  • GOAT

VISM, GARP, QLTY and GOAT hold 4,042 companies between them. None is in every one of them, and GARP and QLTY are the most alike: 35% of each is the same companies.

Side by side

VISMGARPQLTYGOAT
FundVanguardGlobal XBetaSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.30%0.35%0.55%
Fund size$753.9m$131.6m--$56.0m
Holdings3715220163150
1Y price return+0.4%−2.6%+3.9%−9.0%
Distribution yield8.17%5.90%3.24%10.08%
Look-through coverage99.2%100.0%99.9%99.9%

Return, last year

change since the start
share of each fund
  • VISM
  • GARP
  • QLTY
  • GOAT
  • MSFT MICROSOFT CORPIn 3 of 4VISMnot heldGARP6.2%QLTY5.1%GOAT4.9%
  • META META PLATFORMS INCIn 2 of 4VISMnot heldGARP6.1%QLTY5.6%GOATnot held
  • NVDA NVIDIA CORPIn 2 of 4VISMnot heldGARP5.5%QLTYnot heldGOAT5.2%
  • ASML ASML HOLDING NVIn 3 of 4VISMnot heldGARP3.1%QLTY5.2%GOAT3.1%
  • AAPL APPLE INCIn 1 of 4VISMnot heldGARPnot heldQLTYnot heldGOAT5.1%

and 4,032 more companies the funds hold

How alike they are

Show the other 2

Keep going

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