MOAT vs VTS vs IVV

  • MOAT
  • VTS
  • IVV

MOAT, VTS and IVV hold 3,387 companies between them. 49 are in every one of them, and VTS and IVV are the most alike: 88% of each is the same companies.

Side by side

MOATVTSIVV
FundVanEckVanguardiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.49%0.03%0.04%
Fund size$912.0m$6.3b$11.9b
Holdings553501512
1Y price return−6.3%+8.2%+8.6%
Distribution yield9.92%1.04%1.00%
Look-through coverage100.0%99.7%99.7%

Return, last year

change since the start
share of each fund
  • MOAT
  • VTS
  • IVV
  • NVDA NVIDIA CORPIn all 3MOAT2.6%VTS6.9%IVV8.3%
  • AAPL APPLE INCIn 2 of 3MOATnot heldVTS6.3%IVV7.2%
  • MSFT MICROSOFT CORPIn all 3MOAT2.8%VTS5.1%IVV5.7%
  • AMZN AMAZON.COM INCIn all 3MOAT1.2%VTS3.4%IVV3.7%
  • META META PLATFORMS INCIn all 3MOAT3.1%VTS1.7%IVV2.5%

and 3,377 more companies the funds hold

How alike they are

Keep going

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