WDMF vs GOAT vs ESTX

  • WDMF
  • GOAT
  • ESTX

WDMF, GOAT and ESTX 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

WDMFGOATESTX
FundiSharesVanEckGlobal X
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.35%
Fund size$154.0m$56.0m$435.7m
Holdings49315050
1Y price return+8.4%−8.9%−5.3%
Distribution yield3.37%10.08%7.51%
Look-through coverage99.3%99.9%100.0%

Return, last year

change since the start
share of each fund
  • WDMF
  • GOAT
  • ESTX
  • ASML ASML HOLDING NVIn all 3WDMF0.7%GOAT3.1%ESTX10.4%
  • NVDA NVIDIA CORPIn 2 of 3WDMF5.7%GOAT5.2%ESTXnot held
  • AAPL APPLE INCIn 2 of 3WDMF5.1%GOAT5.1%ESTXnot held
  • MSFT MICROSOFT CORPIn 2 of 3WDMF3.9%GOAT4.9%ESTXnot held
  • GOOGL ALPHABET INC-AIn 2 of 3WDMF0.3%GOAT4.9%ESTXnot held

and 555 more companies the funds hold

How alike they are

Keep going

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