IVV vs IVE vs MOAT

  • IVV
  • IVE
  • MOAT

IVV, IVE and MOAT hold at least 1,163 companies between them. None is in every one of them, and IVV and MOAT are the most alike: 17% of each is the same companies.

Side by side

IVVIVEMOAT
FundiSharesiSharesVanEck
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.04%0.32%0.49%
Fund size$11.9b$577.0m$912.0m
Holdings51269455
1Y price return+8.6%+2.5%−6.3%
Distribution yield1.00%3.62%9.92%
Look-through coverage99.7%98.5%100.0%

Return, last year

change since the start
share of each fund
  • IVV
  • IVE
  • MOAT
  • NVDA NVIDIA CORPIn 2 of 3IVV8.3%IVEnot heldMOAT2.6%
  • AAPL APPLE INCIn 1 of 3IVV7.2%IVEnot heldMOATnot held
  • MSFT MICROSOFT CORPIn 2 of 3IVV5.7%IVEnot heldMOAT2.8%
  • AMZN AMAZON.COM INCIn 2 of 3IVV3.7%IVEnot heldMOAT1.2%
  • ASML ASML HOLDING NVIn 1 of 3IVVnot heldIVE3.2%MOATnot held

and 1,153 more companies the funds hold

How alike they are

Keep going

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