MOAT vs IVV vs UYLD vs CETF

  • MOAT
  • IVV
  • UYLD
  • CETF

MOAT, IVV, UYLD and CETF hold 557 companies between them. None is in every one of them, and IVV and UYLD are the most alike: 99% of each is the same companies.

Side by side

MOATIVVUYLDCETF
FundVanEckiSharesGlobal XVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.49%0.04%0.60%0.60%
Fund size$912.0m$11.9b$13.9m$36.0m
Holdings5551250451
1Y price return−6.2%+9.0%−0.8%−9.8%
Distribution yield9.92%1.00%10.22%2.01%
Look-through coverage100.0%99.7%99.9%100.0%

Return, last year

change since the start
share of each fund
  • MOAT
  • IVV
  • UYLD
  • CETF
  • NVDA NVIDIA CORPIn 3 of 4MOAT2.6%IVV8.3%UYLD8.4%CETFnot held
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4MOATnot heldIVVnot heldUYLDnot heldCETF7.9%
  • AAPL APPLE INCIn 2 of 4MOATnot heldIVV7.2%UYLD7.5%CETFnot held
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4MOATnot heldIVVnot heldUYLDnot heldCETF6.4%
  • MSFT MICROSOFT CORPIn 3 of 4MOAT2.8%IVV5.7%UYLD5.7%CETFnot held

and 547 more companies the funds hold

How alike they are

Show the other 2

Keep going

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