Compare VISM · GOAT · IKO
VISM, GOAT and IKO hold 3,888 companies between them. None is in every one of them, and VISM and GOAT are the most alike: 1.1% of each 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
- Health Care
- Energy
- Everything else
- 000660SK HYNIX INCIn 1 of 3VISMnot heldGOATnot heldIKO25.0%
- 005930Samsung Electronics Co LtdIn 1 of 3VISMnot heldGOATnot heldIKO23.3%
- NVDANVIDIA CORPIn 1 of 3VISMnot heldGOAT5.2%IKOnot held
- AAPLAPPLE INCIn 1 of 3VISMnot heldGOAT5.1%IKOnot held
- MSFTMICROSOFT CORPIn 1 of 3VISMnot heldGOAT4.9%IKOnot held
- GOOGLALPHABET INC-AIn 1 of 3VISMnot heldGOAT4.9%IKOnot held
- LLYELI LILLY & COIn 1 of 3VISMnot heldGOAT3.3%IKOnot held
- MUMICRON TECHNOLOGY INCIn 1 of 3VISMnot heldGOAT3.2%IKOnot held
- ASMLASML HOLDING NVIn 1 of 3VISMnot heldGOAT3.1%IKOnot held
- 402340SK SQUARE COIn 1 of 3VISMnot heldGOATnot heldIKO3.1%
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.
- VISM and IKO share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GOAT and IKO share 0 companies0.0%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.