VISM vs GOAT vs NDIA vs WVOL

  • VISM
  • GOAT
  • NDIA
  • WVOL

VISM, GOAT, NDIA 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

VISMGOATNDIAWVOL
FundVanguardVanEckGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.32%0.55%0.69%0.25%
Fund size$753.9m$56.0m$172.5m$75.0m
Holdings371515050430
1Y price return+0.3%−8.9%−20.8%+3.7%
Distribution yield8.17%10.08%2.25%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
  • NDIA
  • WVOL
  • HDFCB HDFC BANK LTDIn 1 of 4VISMnot heldGOATnot heldNDIA10.6%WVOLnot held
  • ICICIBC ICICI BANK LTDIn 1 of 4VISMnot heldGOATnot heldNDIA8.9%WVOLnot held
  • RELIANCE RELIANCE INDUSTRIES LTDIn 1 of 4VISMnot heldGOATnot heldNDIA7.8%WVOLnot held
  • NVDA NVIDIA CORPIn 2 of 4VISMnot heldGOAT5.2%NDIAnot heldWVOL0.8%
  • BHARTI BHARTI AIRTEL LTDIn 1 of 4VISMnot heldGOATnot heldNDIA5.2%WVOLnot held

and 4,209 more companies the funds hold

How alike they are

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Keep going

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