WVOL vs GOAT vs CETF vs WDMF

  • WVOL
  • GOAT
  • CETF
  • WDMF

WVOL, GOAT, CETF and WDMF hold 810 companies between them. None is in every one of them, and GOAT and WDMF are the most alike: 32% of each is the same companies.

Side by side

WVOLGOATCETFWDMF
FundiSharesVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.55%0.60%0.35%
Fund size$75.0m$56.0m$36.0m$154.0m
Holdings43015051493
1Y price return+3.7%−9.0%−8.6%+8.1%
Distribution yield2.09%10.08%2.01%3.37%
Look-through coverage99.3%99.9%100.0%99.3%

Return, last year

change since the start
share of each fund
  • WVOL
  • GOAT
  • CETF
  • WDMF
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4WVOLnot heldGOATnot heldCETF7.9%WDMFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4WVOLnot heldGOATnot heldCETF6.4%WDMFnot held
  • NVDA NVIDIA CORPIn 3 of 4WVOL0.8%GOAT5.2%CETFnot heldWDMF5.7%
  • AAPL APPLE INCIn 3 of 4WVOL0.6%GOAT5.1%CETFnot heldWDMF5.1%
  • MSFT MICROSOFT CORPIn 3 of 4WVOL1.0%GOAT4.9%CETFnot heldWDMF3.9%

and 800 more companies the funds hold

How alike they are

Show the other 2

Keep going

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