WDMF vs GOAT vs VGAD

  • WDMF
  • GOAT
  • VGAD

WDMF, GOAT and VGAD hold 1,303 companies between them. 77 are in every one of them, and WDMF and VGAD are the most alike: 59% of each is the same companies.

Side by side

WDMFGOATVGAD
FundiSharesVanEckVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.55%0.21%
Fund size$154.0m$56.0m$6.2b
Holdings4931501221
1Y price return+8.1%−9.0%+13.1%
Distribution yield3.36%10.19%2.35%
Look-through coverage99.3%99.9%99.7%

Return, last year

change since the start
share of each fund
  • WDMF
  • GOAT
  • VGAD
  • NVDA NVIDIA CORPIn all 3WDMF5.7%GOAT5.2%VGAD5.6%
  • AAPL APPLE INCIn all 3WDMF5.1%GOAT5.1%VGAD5.2%
  • MSFT MICROSOFT CORPIn all 3WDMF3.9%GOAT4.9%VGAD4.0%
  • GOOGL ALPHABET INC-AIn all 3WDMF0.3%GOAT4.9%VGAD2.2%
  • GOOG ALPHABET INC-CIn 2 of 3WDMF3.5%GOATnot heldVGAD1.7%

and 1,293 more companies the funds hold

How alike they are

Keep going

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