ESGU vs MOAT: Holdings Overlap
ESGUiShares ESG Aware MSCI USA ETF
iShares · 287 holdings · $18.3B · as of 2026-05-31
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
Holdings snapshots are 61 days apart (ESGU: 2026-05-31, MOAT: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are ESGU and MOAT?
iShares ESG Aware MSCI USA ETF (ESGU, by iShares) holds 287 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 34 holdings in common, and by portfolio weight the two funds are 14.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 14.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 34ESGU holds 287 · MOAT holds 57
- Weight in Shared Holdings
- ESGU 27%·MOAT 57%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in ESGU
253 of 287 positions (72.8% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | ESGU | MOAT |
|---|---|---|
| Information Technology | 38.9% | 25.5% |
| Industrials | 8.9% | 19.3% |
| Consumer Staples | 4.1% | 18.3% |
| Health Care | 8.5% | 18.1% |
| Financials | 11.4% | 7.7% |
| Other Sectors | 27.9% | 11.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ESGU | +3.3% | +14.3% | +23.8% | +20.9% | +12.2% | — | 0.90% |
| MOAT | +5.9% | +8.4% | +18.6% | +12.6% | +9.4% | +13.9% | 1.25% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in ESGU vs MOAT →
Shared Holdings(34)
The top 10 shared positions account for 77% of the overlap, led by NVDA, MSFT and AMZN.
 NVDANVIDIA Corp. COM | 7.77% | 2.50% | 2.50% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 4.73% | 2.22% | 2.22% |
 AMZNAmazon.com, Inc. COM | 3.82% | 1.31% | 1.31% |
 AVGOBroadcom Inc COM | 3.07% | 1.20% | 1.20% |
 METAMeta Platforms, Inc., Class A | 1.94% | 1.14% | 1.14% |
 AMATApplied Materials Inc. COM | 0.72% | 1.35% | 0.72% |
 ORCLOracle Corp. COM | 0.58% | 0.90% | 0.58% |
 PANWPalo Alto Networks Inc COM | 0.54% | 1.30% | 0.54% |
 NOWServicenow Inc COM | 0.32% | 0.83% | 0.32% |
 CRMSalesforce Inc. COM | 0.31% | 0.98% | 0.31% |
 NXPINXP Semiconductors NV EUR0.20 | 0.24% | 2.42% | 0.24% |
 ADBEAdobe Inc COM | 0.24% | 0.96% | 0.24% |
 USBU.S. Bancorp. COM NEW | 0.21% | 1.34% | 0.21% |
 DHRDanaher Corporation COM | 0.20% | 2.39% | 0.20% |
 DISWalt Disney Company COM | 0.20% | 1.20% | 0.20% |
 DDOGDatadog, Inc., Class A | 0.18% | 1.23% | 0.18% |
 FTNTFortinet Inc COM | 0.17% | 2.61% | 0.17% |
 NOCNorthrop Grumman Corporation COM | 0.17% | 1.67% | 0.17% |
 BMYBristol-Myers Squibb Company COM | 0.15% | 2.90% | 0.15% |
 MSIMotorola Solutions Inc COM NEW | 0.14% | 1.57% | 0.14% |
 PEPPepsico Inc COM | 0.13% | 1.41% | 0.13% |
 ZTSZoetis, Inc., Class A | 0.12% | 2.62% | 0.12% |
 VEEVVeeva Systems, Inc., Class A | 0.11% | 1.21% | 0.11% |
 AAgilent Technologies Inc. COM | 0.10% | 1.31% | 0.10% |
 BRBroadridge Financial Solutions Inc. COM | 0.10% | 2.15% | 0.10% |
Frequently Asked Questions
How much do ESGU and MOAT overlap?
ESGU and MOAT overlap by 14.1% of portfolio weight. They share 34 holdings (ESGU holds 287 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ESGU and MOAT?
The two portfolios are 14.1% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of ESGU and MOAT?
The largest positions held by both funds are NVDA, MSFT, AMZN, AVGO and META. Together the top 10 shared positions account for 77% of the total overlap.
What does ESGU own that MOAT doesn't?
253 positions (72.8% of ESGU) are unique to ESGU, led by AAPL, GOOG and TSLA. In the other direction, 23 positions (42.4% of MOAT) are unique to MOAT.