IVLU vs MOAT

  • IVLU
  • MOAT

IVLU and MOAT hold 440 companies between them. 4 are in both, and 1% of each fund is the same companies.

In both · 1%IVLU only · 99%

Side by side

IVLUMOAT
FundiSharesVanEck
Asset classInternational sharesInternational shares
Fee a year0.25%0.49%
Fund size$28.0m$912.0m
Holdings40855
1Y price return--−6.3%
Distribution yieldNot yet9.80%
Look-through coverage99.6%100.0%

Return, last year

change since the start
share of each fund
  • IVLU
  • MOAT
  • MU MICRON TECHNOLOGY INCIn 1 of 2IVLU16.3%MOATnot held
  • CSCO CISCO SYSTEMS INCIn 1 of 2IVLU3.1%MOATnot held
  • META META PLATFORMS INCIn 1 of 2IVLUnot heldMOAT3.1%
  • DHR DANAHER CORPIn 1 of 2IVLUnot heldMOAT2.9%
  • MSFT MICROSOFT CORPIn 1 of 2IVLUnot heldMOAT2.8%

and 430 more companies the funds hold

How alike they are

Keep going

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