ESTX vs MOAT vs VTS

  • ESTX
  • MOAT
  • VTS

ESTX, MOAT and VTS hold 3,435 companies between them. None is in every one of them, and MOAT and VTS are the most alike: 16% of each is the same companies.

Side by side

ESTXMOATVTS
FundGlobal XVanEckVanguard
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.35%0.49%0.03%
Fund size$435.7m$912.0m$6.3b
Holdings50553501
1Y price return−5.1%−6.3%+8.2%
Distribution yield7.51%9.92%1.04%
Look-through coverage100.0%100.0%99.7%

Return, last year

change since the start
share of each fund
  • ESTX
  • MOAT
  • VTS
  • ASML ASML HOLDING NVIn 1 of 3ESTX10.4%MOATnot heldVTSnot held
  • NVDA NVIDIA CORPIn 2 of 3ESTXnot heldMOAT2.6%VTS6.9%
  • AAPL APPLE INCIn 1 of 3ESTXnot heldMOATnot heldVTS6.3%
  • MSFT MICROSOFT CORPIn 2 of 3ESTXnot heldMOAT2.8%VTS5.1%
  • SIE SIEMENS AG-REGIn 1 of 3ESTX4.5%MOATnot heldVTSnot held

and 3,425 more companies the funds hold

How alike they are

Keep going

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