MOAT vs GRIN vs IVV

  • MOAT
  • GRIN
  • IVV

MOAT, GRIN and IVV hold 558 companies between them. None is in every one of them, and MOAT and IVV are the most alike: 17% of each is the same companies.

Side by side

MOATGRINIVV
FundVanEckVanEckiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.49%0.75%0.04%
Fund size$912.0m$14.0m$11.9b
Holdings5552512
1Y price return−6.2%−8.5%+9.0%
Distribution yield9.92%0.48%1.00%
Look-through coverage100.0%99.4%99.7%

Return, last year

change since the start
share of each fund
  • MOAT
  • GRIN
  • IVV
  • NVDA NVIDIA CORPIn 2 of 3MOAT2.6%GRINnot heldIVV8.3%
  • AAPL APPLE INCIn 1 of 3MOATnot heldGRINnot heldIVV7.2%
  • MSFT MICROSOFT CORPIn 2 of 3MOAT2.8%GRINnot heldIVV5.7%
  • AMZN AMAZON.COM INCIn 2 of 3MOAT1.2%GRINnot heldIVV3.7%
  • META META PLATFORMS INCIn 2 of 3MOAT3.1%GRINnot heldIVV2.5%

and 548 more companies the funds hold

How alike they are

Keep going

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