Compare MOAT · EMXC · MHOT
MOAT, EMXC and MHOT hold 645 companies between them. None is in every one of them, and MOAT and MHOT are the most alike: 99.9% 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
- Consumer Staples
- Industrials
- Financials
- Consumer Discretionary
- Everything else
- 2330Taiwan Semiconductor Manufacturing Co LIn 1 of 3MOATnot heldEMXC19.3%MHOTnot held
- 005930Samsung Electronics Co LtdIn 1 of 3MOATnot heldEMXC9.5%MHOTnot held
- 000660SK HYNIX INCIn 1 of 3MOATnot heldEMXC7.3%MHOTnot held
- METAMETA PLATFORMS INCIn 2 of 3MOAT3.1%EMXCnot heldMHOT3.1%
- DHRDANAHER CORPIn 2 of 3MOAT2.9%EMXCnot heldMHOT2.9%
- MSFTMICROSOFT CORPIn 2 of 3MOAT2.8%EMXCnot heldMHOT2.8%
- NVDANVIDIA CORPIn 2 of 3MOAT2.6%EMXCnot heldMHOT2.6%
- SCHWCHARLES SCHWAB CORP/THEIn 2 of 3MOAT2.5%EMXCnot heldMHOT2.5%
- ELEstee Lauder Cos Inc/TheIn 2 of 3MOAT2.5%EMXCnot heldMHOT2.5%
- BRBroadridge Financial Solutions IncIn 2 of 3MOAT2.5%EMXCnot heldMHOT2.5%
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 MHOT share 54 companies99.9%MOAT and MHOT hold 100% the same companies.
- MOAT and EMXC share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- EMXC and MHOT share 0 companies0.0%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.