Compare MOAT · ESTX · MHOT
MOAT, ESTX and MHOT hold 104 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
- Industrials
- Consumer Staples
- Financials
- Consumer Discretionary
- Everything else
- ASMLASML HOLDING NVIn 1 of 3MOATnot heldESTX10.4%MHOTnot held
- SIESIEMENS AG-REGIn 1 of 3MOATnot heldESTX4.5%MHOTnot held
- SANBANCO SANTANDER SAIn 1 of 3MOATnot heldESTX4.2%MHOTnot held
- SAPSAP SEIn 1 of 3MOATnot heldESTX4.1%MHOTnot held
- TTETOTALENERGIES SEIn 1 of 3MOATnot heldESTX4.1%MHOTnot held
- SUSCHNEIDER ELECTRIC SEIn 1 of 3MOATnot heldESTX3.7%MHOTnot held
- ALVALLIANZ SE-REGIn 1 of 3MOATnot heldESTX3.6%MHOTnot held
- BBVABANCO BILBAO VIZCAYA ARGENTARIA SAIn 1 of 3MOATnot heldESTX3.1%MHOTnot held
- METAMETA PLATFORMS INCIn 2 of 3MOAT3.1%ESTXnot heldMHOT3.1%
- DHRDANAHER CORPIn 2 of 3MOAT2.9%ESTXnot heldMHOT2.9%
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.
What MOAT already gives you
- MOAT and MHOT share 54 companies99.9%MOAT and MHOT hold 100% the same companies.
- MOAT and ESTX share 0 companies0.0%
- ESTX and MHOT 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.