MOAT vs UYLD vs CETF vs IVV

  • MOAT
  • UYLD
  • CETF
  • IVV

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

Side by side

MOATUYLDCETFIVV
FundVanEckGlobal XVanEckiShares
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.49%0.60%0.60%0.04%
Fund size$912.0m$13.9m$36.0m$11.9b
Holdings5550451512
1Y price return−6.2%−0.8%−9.8%+9.0%
Distribution yield9.92%10.22%2.01%1.00%
Look-through coverage100.0%99.9%100.0%99.7%

Return, last year

change since the start
share of each fund
  • MOAT
  • UYLD
  • CETF
  • IVV
  • NVDA NVIDIA CORPIn 3 of 4MOAT2.6%UYLD8.4%CETFnot heldIVV8.3%
  • 600519 KWEICHOW MOUTAI A (HK-C)In 1 of 4MOATnot heldUYLDnot heldCETF7.9%IVVnot held
  • AAPL APPLE INCIn 2 of 4MOATnot heldUYLD7.5%CETFnot heldIVV7.2%
  • 300750 Contemporary Amperex Technology Co LtdIn 1 of 4MOATnot heldUYLDnot heldCETF6.4%IVVnot held
  • MSFT MICROSOFT CORPIn 3 of 4MOAT2.8%UYLD5.7%CETFnot heldIVV5.7%

and 547 more companies the funds hold

How alike they are

Show the other 2

Keep going

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