WDMF vs GOAT vs CETF

  • WDMF
  • GOAT
  • CETF

WDMF, GOAT and CETF hold 592 companies between them. None is in every one of them, and WDMF and GOAT are the most alike: 32% of each is the same companies.

Side by side

WDMFGOATCETF
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.60%
Fund size$154.0m$56.0m$36.0m
Holdings49315051
1Y price return+8.1%−9.0%−8.6%
Distribution yield3.37%10.08%2.01%
Look-through coverage99.3%99.9%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • GOAT
  • CETF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 3WDMFnot heldGOATnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 3WDMFnot heldGOATnot heldCETF6.4%
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%GOAT5.2%CETFnot held
  • AAPL APPLE INCIn 2 of 3WDMF5.1%GOAT5.1%CETFnot held
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%GOAT4.9%CETFnot held

and 582 more companies the funds hold

How alike they are

Keep going

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