WDMF vs ESTX vs GOAT

  • WDMF
  • ESTX
  • GOAT

WDMF, ESTX and GOAT hold 565 companies between them. 7 are in every one of them, and WDMF and GOAT are the most alike: 32% of each is the same companies.

Side by side

WDMFESTXGOAT
FundiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.35%0.55%
Fund size$154.0m$435.7m$56.0m
Holdings49350150
1Y price return+8.4%−5.3%−8.9%
Distribution yield3.37%7.51%10.08%
Look-through coverage99.3%100.0%99.9%

Return, last year

change since the start
share of each fund
  • WDMF
  • ESTX
  • GOAT
  • ASML ASML HOLDING NVIn all 3WDMF0.7%ESTX10.4%GOAT3.1%
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%ESTXnot heldGOAT5.2%
  • AAPL APPLE INCIn 2 of 3WDMF5.1%ESTXnot heldGOAT5.1%
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%ESTXnot heldGOAT4.9%
  • GOOGL ALPHABET INC-AIn 2 of 3WDMF0.3%ESTXnot heldGOAT4.9%

and 555 more companies the funds hold

How alike they are

Keep going

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