VISM vs GOAT vs CETF vs WVOL

  • VISM
  • GOAT
  • CETF
  • WVOL

VISM, GOAT, CETF and WVOL hold 4,219 companies between them. None is in every one of them, and GOAT and WVOL are the most alike: 14% of each is the same companies.

Side by side

VISMGOATCETFWVOL
FundVanguardVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.60%0.25%
Fund size$753.9m$56.0m$36.0m$75.0m
Holdings371515051430
1Y price return+0.4%−9.0%−8.6%+3.7%
Distribution yield8.17%10.08%2.01%2.09%
Look-through coverage99.2%99.9%100.0%99.3%

Return, last year

change since the start
share of each fund
  • VISM
  • GOAT
  • CETF
  • WVOL
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4VISMnot heldGOATnot heldCETF7.9%WVOLnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4VISMnot heldGOATnot heldCETF6.4%WVOLnot held
  • NVDA NVIDIA CORPIn 2 of 4VISMnot heldGOAT5.2%CETFnot heldWVOL0.8%
  • AAPL APPLE INCIn 2 of 4VISMnot heldGOAT5.1%CETFnot heldWVOL0.6%
  • MSFT MICROSOFT CORPIn 2 of 4VISMnot heldGOAT4.9%CETFnot heldWVOL1.0%

and 4,209 more companies the funds hold

How alike they are

Show the other 2

Keep going

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