MOAT vs GGUS vs UYLD vs IVV

  • MOAT
  • GGUS
  • UYLD
  • IVV

MOAT, GGUS, UYLD and IVV hold at least 507 companies between them. 50 are in every one of them, and UYLD and IVV are the most alike: 99% of each is the same companies.

Side by side

MOATGGUSUYLDIVV
FundVanEckBetaSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.49%0.80%0.60%0.04%
Fund size$912.0m--$13.9m$11.9b
Holdings553504512
1Y price return−6.2%+27.6%−0.8%+9.0%
Distribution yield9.92%0.00%10.22%1.00%
Look-through coverage100.0%67.8%99.9%99.7%

Return, last year

change since the start
share of each fund
  • MOAT
  • GGUS
  • UYLD
  • IVV
  • NVDA NVIDIA CORPIn all 4MOAT2.6%GGUS5.6%UYLD8.4%IVV8.3%
  • AAPL APPLE INCIn 3 of 4MOATnot heldGGUS4.9%UYLD7.5%IVV7.2%
  • MSFT MICROSOFT CORPIn all 4MOAT2.8%GGUS3.9%UYLD5.7%IVV5.7%
  • AMZN AMAZON.COM INCIn all 4MOAT1.2%GGUS2.5%UYLD3.7%IVV3.7%
  • META META PLATFORMS INCIn all 4MOAT3.1%GGUS1.7%UYLD2.4%IVV2.5%

and 497 more companies the funds hold

How alike they are

Show the other 2

Keep going

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