MOAT vs UYLD

  • MOAT
  • UYLD

MOAT and UYLD hold 507 companies between them. 50 are in both, and 17% of each fund is the same companies.

In both · 17%MOAT only · 83%

Side by side

MOATUYLD
FundVanEckGlobal X
Asset classInternational sharesInternational shares
Fee a year0.49%0.60%
Fund size$912.0m$13.9m
Holdings55504
1Y price return−6.2%−0.8%
Distribution yield9.92%10.22%
Look-through coverage100.0%99.9%

Return, last year

change since the start
share of each fund
  • MOAT
  • UYLD
  • NVDA NVIDIA CORPIn all 2MOAT2.6%UYLD8.4%
  • AAPL APPLE INCIn 1 of 2MOATnot heldUYLD7.5%
  • MSFT MICROSOFT CORPIn all 2MOAT2.8%UYLD5.7%
  • AMZN AMAZON.COM INCIn all 2MOAT1.2%UYLD3.7%
  • META META PLATFORMS INCIn all 2MOAT3.1%UYLD2.4%

and 497 more companies the funds hold

How alike they are

Keep going

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