WVOL vs GOAT vs CETF

  • WVOL
  • GOAT
  • CETF

WVOL, GOAT and CETF hold 555 companies between them. None is in every one of them, and WVOL and GOAT are the most alike: 14% of each is the same companies.

Side by side

WVOLGOATCETF
FundiSharesVanEckVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.25%0.55%0.60%
Fund size$75.0m$56.0m$36.0m
Holdings43015051
1Y price return+3.7%−8.9%−9.8%
Distribution yield2.09%10.08%2.01%
Look-through coverage99.3%99.9%100.0%

Return, last year

change since the start
share of each fund
  • WVOL
  • GOAT
  • CETF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 3WVOLnot heldGOATnot heldCETF7.9%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 3WVOLnot heldGOATnot heldCETF6.4%
  • NVDA NVIDIA CORPIn 2 of 3WVOL0.8%GOAT5.2%CETFnot held
  • AAPL APPLE INCIn 2 of 3WVOL0.6%GOAT5.1%CETFnot held
  • MSFT MICROSOFT CORPIn 2 of 3WVOL1.0%GOAT4.9%CETFnot held

and 545 more companies the funds hold

How alike they are

Keep going

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