Compare V500 · MOAT
V500 and MOAT hold 506 companies between them. 50 are in both, and 17.0% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Consumer Staples
- Industrials
- Health Care
- Consumer Discretionary
- Everything else
- NVDANVIDIA CORPIn all 2V5008.1%MOAT2.6%
- AAPLAPPLE INCIn 1 of 2V5007.0%MOATnot held
- MSFTMICROSOFT CORPIn all 2V5005.7%MOAT2.8%
- AMZNAMAZON.COM INCIn all 2V5003.8%MOAT1.2%
- METAMETA PLATFORMS INCIn all 2V5001.9%MOAT3.1%
- GOOGLALPHABET INC-AIn all 2V5003.0%MOAT1.3%
- DHRDANAHER CORPIn all 2V5000.2%MOAT2.9%
- AVGOBROADCOM INCIn all 2V5002.7%MOAT2.4%
- SCHWCHARLES SCHWAB CORP/THEIn all 2V5000.3%MOAT2.5%
- ELEstee Lauder Cos Inc/TheIn all 2V500<0.1%MOAT2.5%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What V500 already gives you
- V500 and MOAT share 50 companies17.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.