MOAT vs IVV vs ESTX vs EMXC

  • MOAT
  • IVV
  • ESTX
  • EMXC

MOAT, IVV, ESTX and EMXC hold 1,148 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

MOATIVVESTXEMXC
FundVanEckiSharesGlobal XiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.49%0.04%0.35%0.25%
Fund size$912.0m$11.9b$435.7m$375.0m
Holdings5551250649
1Y price return−6.2%+9.0%−5.3%+34.9%
Distribution yield9.92%1.00%7.51%1.33%
Look-through coverage100.0%99.7%100.0%99.4%

Return, last year

change since the start
share of each fund
  • MOAT
  • IVV
  • ESTX
  • EMXC
  • 2330 Taiwan Semiconductor Manufacturing Co LIn 1 of 4MOATnot heldIVVnot heldESTXnot heldEMXC19.3%
  • ASML ASML HOLDING NVIn 1 of 4MOATnot heldIVVnot heldESTX10.4%EMXCnot held
  • 005930 Samsung Electronics Co LtdIn 1 of 4MOATnot heldIVVnot heldESTXnot heldEMXC9.5%
  • NVDA NVIDIA CORPIn 2 of 4MOAT2.6%IVV8.3%ESTXnot heldEMXCnot held
  • 000660 SK HYNIX INCIn 1 of 4MOATnot heldIVVnot heldESTXnot heldEMXC7.3%

and 1,138 more companies the funds hold

How alike they are

Show the other 2

Keep going

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