Compare GGUS · MHOT · MOAT
GGUS, MHOT and MOAT hold at least 507 companies between them. 50 are in every one of them, and MHOT and MOAT are the most alike: 99.9% of each is the same companies.
We can see through 89.3% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Consumer Staples
- Industrials
- Health Care
- Consumer Discretionary
- Everything else
- Cash
- NVDANVIDIA CORPIn all 3GGUS5.6%MHOT2.6%MOAT2.6%
- AAPLAPPLE INCIn 1 of 3GGUS4.9%MHOTnot heldMOATnot held
- MSFTMICROSOFT CORPIn all 3GGUS3.9%MHOT2.8%MOAT2.8%
- METAMETA PLATFORMS INCIn all 3GGUS1.7%MHOT3.1%MOAT3.1%
- DHRDANAHER CORPIn all 3GGUS0.1%MHOT2.9%MOAT2.9%
- SCHWCHARLES SCHWAB CORP/THEIn all 3GGUS0.2%MHOT2.5%MOAT2.5%
- ELEstee Lauder Cos Inc/TheIn all 3GGUS<0.1%MHOT2.5%MOAT2.5%
- BRBroadridge Financial Solutions IncIn all 3GGUS<0.1%MHOT2.5%MOAT2.5%
- GEHCGE HEALTHCARE TECHNOLOGIES INCIn all 3GGUS<0.1%MHOT2.5%MOAT2.5%
- BF/BBrown-Forman CorpIn all 3GGUS<0.1%MHOT2.5%MOAT2.5%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open).
What GGUS already gives you
- GGUS and MOAT share 50 companies14.5%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GGUS and MHOT share 50 companies14.5%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- MHOT and MOAT share 54 companies99.9%MHOT and MOAT hold 100% the same companies.
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.