Compare VTS · ESTX · MOAT
VTS, ESTX and MOAT hold 3,435 companies between them. None is in every one of them, and VTS and MOAT are the most alike: 16.3% of each 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
- Financials
- Industrials
- Consumer Discretionary
- Consumer Staples
- Everything else
- ASMLASML HOLDING NVIn 1 of 3VTSnot heldESTX10.4%MOATnot held
- NVDANVIDIA CORPIn 2 of 3VTS6.9%ESTXnot heldMOAT2.6%
- AAPLAPPLE INCIn 1 of 3VTS6.3%ESTXnot heldMOATnot held
- MSFTMICROSOFT CORPIn 2 of 3VTS5.1%ESTXnot heldMOAT2.8%
- SIESIEMENS AG-REGIn 1 of 3VTSnot heldESTX4.5%MOATnot held
- SANBANCO SANTANDER SAIn 1 of 3VTSnot heldESTX4.2%MOATnot held
- SAPSAP SEIn 1 of 3VTSnot heldESTX4.1%MOATnot held
- TTETOTALENERGIES SEIn 1 of 3VTSnot heldESTX4.1%MOATnot held
- SUSCHNEIDER ELECTRIC SEIn 1 of 3VTSnot heldESTX3.7%MOATnot held
- ALVALLIANZ SE-REGIn 1 of 3VTSnot heldESTX3.6%MOATnot held
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 VTS already gives you
- VTS and MOAT share 52 companies16.3%
- VTS and ESTX share 0 companies0.0%
- ESTX and MOAT share 0 companies0.0%
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.