WVOL vs GOAT

  • WVOL
  • GOAT

WVOL and GOAT hold 505 companies between them. 55 are in both, and 14% of each fund is the same companies.

In both · 14%WVOL only · 86%

Side by side

WVOLGOAT
FundiSharesVanEck
Asset classInternational sharesInternational shares
Fee a year0.25%0.55%
Fund size$75.0m$56.0m
Holdings430150
1Y price return+3.7%−9.0%
Distribution yield2.09%10.08%
Look-through coverage99.3%99.9%

Return, last year

change since the start
share of each fund
  • WVOL
  • GOAT
  • NVDA NVIDIA CORPIn all 2WVOL0.8%GOAT5.2%
  • AAPL APPLE INCIn all 2WVOL0.6%GOAT5.1%
  • MSFT MICROSOFT CORPIn all 2WVOL1.0%GOAT4.9%
  • GOOGL ALPHABET INC-AIn 1 of 2WVOLnot heldGOAT4.9%
  • LLY ELI LILLY & COIn all 2WVOL0.2%GOAT3.3%

and 495 more companies the funds hold

How alike they are

Keep going

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