Compare VISM · GOAT
VISM and GOAT hold 3,813 companies between them. 8 are in both, and 1.1% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Energy
- Health Care
- Everything else
- NVDANVIDIA CORPIn 1 of 2VISMnot heldGOAT5.2%
- AAPLAPPLE INCIn 1 of 2VISMnot heldGOAT5.1%
- MSFTMICROSOFT CORPIn 1 of 2VISMnot heldGOAT4.9%
- GOOGLALPHABET INC-AIn 1 of 2VISMnot heldGOAT4.9%
- LLYELI LILLY & COIn 1 of 2VISMnot heldGOAT3.3%
- MUMICRON TECHNOLOGY INCIn 1 of 2VISMnot heldGOAT3.2%
- ASMLASML HOLDING NVIn 1 of 2VISMnot heldGOAT3.1%
- HSBAHSBC HOLDINGS PLCIn 1 of 2VISMnot heldGOAT1.7%
- SHELSHELL PLCIn 1 of 2VISMnot heldGOAT1.4%
- NOVNNOVARTIS AG-REGIn 1 of 2VISMnot heldGOAT1.4%
What each fund is in
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.
What VISM already gives you
- VISM and GOAT share 8 companies1.1%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.
What each fund changed
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.