Compare IACT · IVV · MOAT
IACT, IVV and MOAT hold 560 companies between them. 22 are in every one of them, and IACT and IVV are the most alike: 67.8% of each is the same companies.
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
- Industrials
- Financials
- Health Care
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn all 3IACT8.4%IVV8.3%MOAT2.6%
- AAPLAPPLE INCIn 2 of 3IACT7.7%IVV7.2%MOATnot held
- MSFTMICROSOFT CORPIn all 3IACT4.9%IVV5.7%MOAT2.8%
- AMZNAMAZON.COM INCIn all 3IACT4.0%IVV3.7%MOAT1.2%
- JPMJPMORGAN CHASE & COIn 2 of 3IACT3.3%IVV1.3%MOATnot held
- METAMETA PLATFORMS INCIn all 3IACT2.8%IVV2.5%MOAT3.1%
- GOOGLALPHABET INC-AIn all 3IACT2.4%IVV3.0%MOAT1.3%
- DHRDANAHER CORPIn all 3IACT<0.1%IVV0.2%MOAT2.9%
- XOMEXXON MOBIL CORPIn 2 of 3IACT2.7%IVV1.0%MOATnot held
- SCHWCHARLES SCHWAB CORP/THEIn all 3IACT0.2%IVV0.2%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. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What IACT already gives you
- IACT and IVV share 204 companies67.8%
- IACT and MOAT share 22 companies16.2%
- IVV and MOAT share 50 companies17.3%
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.