VISM vs GOAT vs CNEW vs WVOL

  • VISM
  • GOAT
  • CNEW
  • WVOL

VISM, GOAT, CNEW and WVOL hold 4,289 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

VISMGOATCNEWWVOL
FundVanguardVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.95%0.25%
Fund size$753.9m$56.0m$81.0m$75.0m
Holdings3715150121430
1Y price return+0.4%−9.0%−6.9%+3.7%
Distribution yield8.17%10.08%0.77%2.09%
Look-through coverage99.2%99.9%99.9%99.3%

Return, last year

change since the start
share of each fund
  • VISM
  • GOAT
  • CNEW
  • WVOL
  • NVDA NVIDIA CORPIn 2 of 4VISMnot heldGOAT5.2%CNEWnot heldWVOL0.8%
  • AAPL APPLE INCIn 2 of 4VISMnot heldGOAT5.1%CNEWnot heldWVOL0.6%
  • MSFT MICROSOFT CORPIn 2 of 4VISMnot heldGOAT4.9%CNEWnot heldWVOL1.0%
  • GOOGL ALPHABET INC-AIn 1 of 4VISMnot heldGOAT4.9%CNEWnot heldWVOLnot held
  • LLY ELI LILLY & COIn 2 of 4VISMnot heldGOAT3.3%CNEWnot heldWVOL0.2%

and 4,279 more companies the funds hold

How alike they are

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