Compare MOAT · EMKT · IHVV
MOAT, EMKT and IHVV hold 714 companies between them. None is in every one of them, and MOAT and IHVV are the most alike: 17.4% 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
- Financials
- Consumer Discretionary
- Industrials
- Health Care
- Everything else
- 2330Taiwan Semiconductor Manufacturing Co LIn 1 of 3MOATnot heldEMKT13.4%IHVVnot held
- 005930Samsung Electronics Co LtdIn 1 of 3MOATnot heldEMKT9.7%IHVVnot held
- NVDANVIDIA CORPIn 2 of 3MOAT2.6%EMKTnot heldIHVV8.3%
- 000660SK HYNIX INCIn 1 of 3MOATnot heldEMKT8.0%IHVVnot held
- AAPLAPPLE INCIn 1 of 3MOATnot heldEMKTnot heldIHVV7.3%
- MSFTMICROSOFT CORPIn 2 of 3MOAT2.8%EMKTnot heldIHVV5.7%
- AMZNAMAZON.COM INCIn 2 of 3MOAT1.2%EMKTnot heldIHVV3.7%
- METAMETA PLATFORMS INCIn 2 of 3MOAT3.1%EMKTnot heldIHVV2.5%
- GOOGLALPHABET INC-AIn 2 of 3MOAT1.3%EMKTnot heldIHVV3.0%
- 2303United Microelectronics CorpIn 1 of 3MOATnot heldEMKT3.0%IHVVnot 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 MOAT already gives you
- MOAT and IHVV share 50 companies17.4%
- MOAT and EMKT share 0 companies0.0%
- EMKT and IHVV 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.