MOAT vs IVV vs UYLD vs ESTX

  • MOAT
  • IVV
  • UYLD
  • ESTX

MOAT, IVV, UYLD and ESTX 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

MOATIVVUYLDESTX
FundVanEckiSharesGlobal XGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.49%0.04%0.60%0.35%
Fund size$912.0m$11.9b$13.9m$435.7m
Holdings5551250450
1Y price return−6.2%+9.0%−0.8%−5.3%
Distribution yield9.92%1.00%10.22%7.51%
Look-through coverage100.0%99.7%99.9%100.0%

Return, last year

change since the start
share of each fund
  • MOAT
  • IVV
  • UYLD
  • ESTX
  • ASML ASML HOLDING NVIn 1 of 4MOATnot heldIVVnot heldUYLDnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 3 of 4MOAT2.6%IVV8.3%UYLD8.4%ESTXnot held
  • AAPL APPLE INCIn 2 of 4MOATnot heldIVV7.2%UYLD7.5%ESTXnot held
  • MSFT MICROSOFT CORPIn 3 of 4MOAT2.8%IVV5.7%UYLD5.7%ESTXnot held
  • SIE SIEMENS AG-REGIn 1 of 4MOATnot heldIVVnot heldUYLDnot heldESTX4.5%

and 547 more companies the funds hold

How alike they are

Show the other 2

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