Compare IACT · MOAT · CNEW
IACT, MOAT and CNEW hold 409 companies between them. None is in every one of them, and IACT and MOAT are the most alike: 16.2% 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
- Health Care
- Consumer Staples
- Consumer Discretionary
- Industrials
- Everything else
- NVDANVIDIA CORPIn 2 of 3IACT8.4%MOAT2.6%CNEWnot held
- AAPLAPPLE INCIn 1 of 3IACT7.7%MOATnot heldCNEWnot held
- MSFTMICROSOFT CORPIn 2 of 3IACT4.9%MOAT2.8%CNEWnot held
- AMZNAMAZON.COM INCIn 2 of 3IACT4.0%MOAT1.2%CNEWnot held
- JPMJPMORGAN CHASE & COIn 1 of 3IACT3.3%MOATnot heldCNEWnot held
- METAMETA PLATFORMS INCIn 2 of 3IACT2.8%MOAT3.1%CNEWnot held
- DHRDANAHER CORPIn 2 of 3IACT<0.1%MOAT2.9%CNEWnot held
- XOMEXXON MOBIL CORPIn 1 of 3IACT2.7%MOATnot heldCNEWnot held
- SCHWCHARLES SCHWAB CORP/THEIn 2 of 3IACT0.2%MOAT2.5%CNEWnot held
- ELEstee Lauder Cos Inc/TheIn 1 of 3IACTnot heldMOAT2.5%CNEWnot held
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 MOAT share 22 companies16.2%
- IACT and CNEW share 0 companies0.0%
- MOAT and CNEW share 0 companies0.0%
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.