Compare MOAT · CNEW · IVV
MOAT, CNEW and IVV hold 627 companies between them. None is in every one of them, and MOAT and IVV are the most alike: 17.3% 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 3MOAT2.6%CNEWnot heldIVV8.3%
- AAPLAPPLE INCIn 1 of 3MOATnot heldCNEWnot heldIVV7.2%
- MSFTMICROSOFT CORPIn 2 of 3MOAT2.8%CNEWnot heldIVV5.7%
- AMZNAMAZON.COM INCIn 2 of 3MOAT1.2%CNEWnot heldIVV3.7%
- METAMETA PLATFORMS INCIn 2 of 3MOAT3.1%CNEWnot heldIVV2.5%
- GOOGLALPHABET INC-AIn 2 of 3MOAT1.3%CNEWnot heldIVV3.0%
- DHRDANAHER CORPIn 2 of 3MOAT2.9%CNEWnot heldIVV0.2%
- SCHWCHARLES SCHWAB CORP/THEIn 2 of 3MOAT2.5%CNEWnot heldIVV0.2%
- AVGOBROADCOM INCIn 2 of 3MOAT2.4%CNEWnot heldIVV2.5%
- ELEstee Lauder Cos Inc/TheIn 2 of 3MOAT2.5%CNEWnot heldIVV<0.1%
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 MOAT already gives you
- MOAT and IVV share 50 companies17.3%
- MOAT and CNEW share 0 companies0.0%
- CNEW and IVV 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.