IVV vs MOAT vs ESTX vs GGUS

  • IVV
  • MOAT
  • ESTX
  • GGUS

IVV, MOAT, ESTX and GGUS hold at least 557 companies between them. None is in every one of them, and IVV and GGUS are the most alike: 68% of each is the same companies.

Side by side

IVVMOATESTXGGUS
FundiSharesVanEckGlobal XBetaShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.04%0.49%0.35%0.80%
Fund size$11.9b$912.0m$435.7m--
Holdings51255503
1Y price return+8.6%−6.3%−5.1%+28.1%
Distribution yield1.00%9.92%7.51%0.00%
Look-through coverage99.7%100.0%100.0%67.8%

Return, last year

change since the start
share of each fund
  • IVV
  • MOAT
  • ESTX
  • GGUS
  • ASML ASML HOLDING NVIn 1 of 4IVVnot heldMOATnot heldESTX10.4%GGUSnot held
  • NVDA NVIDIA CORPIn 3 of 4IVV8.3%MOAT2.6%ESTXnot heldGGUS5.6%
  • AAPL APPLE INCIn 2 of 4IVV7.2%MOATnot heldESTXnot heldGGUS4.9%
  • MSFT MICROSOFT CORPIn 3 of 4IVV5.7%MOAT2.8%ESTXnot heldGGUS3.9%
  • SIE SIEMENS AG-REGIn 1 of 4IVVnot heldMOATnot heldESTX4.5%GGUSnot held

and 547 more companies the funds hold

How alike they are

Show the other 2

Keep going

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