Compare ZYUS · MOAT
ZYUS and MOAT hold at least 99 companies between them. 3 are in both, and 4.7% of each fund is the same companies.
We can see through 99.2% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
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
- Consumer Staples
- Information Technology
- Health Care
- Real Estate
- Financials
- Everything else
- Cash
- PFEPFIZER INCIn 1 of 2ZYUS3.8%MOATnot held
- VZVERIZON COMMUNICATIONS INCIn 1 of 2ZYUS3.4%MOATnot held
- METAMETA PLATFORMS INCIn 1 of 2ZYUSnot heldMOAT3.1%
- GISGeneral Mills IncIn 1 of 2ZYUS3.0%MOATnot held
- KHCKraft Heinz Co/TheIn 1 of 2ZYUS3.0%MOATnot held
- DHRDANAHER CORPIn 1 of 2ZYUSnot heldMOAT2.9%
- VICIVICI PROPERTIES INCIn 1 of 2ZYUS2.9%MOATnot held
- TAT&T INCIn 1 of 2ZYUS2.9%MOATnot held
- MSFTMICROSOFT CORPIn 1 of 2ZYUSnot heldMOAT2.8%
- MOALTRIA GROUP INCIn 1 of 2ZYUS2.8%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. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open).
What ZYUS already gives you
- ZYUS and MOAT share 3 companies4.7%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
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.