ESTX vs MOAT vs IACT vs CETF

  • ESTX
  • MOAT
  • IACT
  • CETF

ESTX, MOAT, IACT and CETF hold 389 companies between them. None is in every one of them, and MOAT and IACT are the most alike: 16% of each is the same companies.

Side by side

ESTXMOATIACTCETF
FundGlobal XVanEckiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.35%0.49%0.45%0.60%
Fund size$435.7m$912.0m$258.0m$36.0m
Holdings505526751
1Y price return−5.1%−6.3%+11.4%−8.6%
Distribution yield7.51%9.92%0.53%2.01%
Look-through coverage100.0%100.0%99.9%100.0%

Return, last year

change since the start
share of each fund
  • ESTX
  • MOAT
  • IACT
  • CETF
  • ASML ASML HOLDING NVIn 1 of 4ESTX10.4%MOATnot heldIACTnot heldCETFnot held
  • NVDA NVIDIA CORPIn 2 of 4ESTXnot heldMOAT2.6%IACT8.4%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4ESTXnot heldMOATnot heldIACTnot heldCETF7.9%
  • AAPL APPLE INCIn 1 of 4ESTXnot heldMOATnot heldIACT7.7%CETFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4ESTXnot heldMOATnot heldIACTnot heldCETF6.4%

and 379 more companies the funds hold

How alike they are

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