FHLC vs MOAT: Holdings Overlap
FHLCFidelity MSCI Health Care Index ETF
Fidelity · 337 holdings · $3.3B · as of 2026-04-30
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
Holdings snapshots are 30 days apart (FHLC: 2026-04-30, 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 FHLC and MOAT?
Fidelity MSCI Health Care Index ETF (FHLC, by Fidelity) holds 337 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 9 holdings in common, and by portfolio weight the two funds are 7.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 7.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 9FHLC holds 337 · MOAT holds 57
- Weight in Shared Holdings
- FHLC 10%·MOAT 18%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 FHLC
328 of 337 positions (90.1% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | FHLC | MOAT |
|---|---|---|
| Health Care | 99.6% | 18.1% |
| Information Technology | 0.0% | 25.5% |
| Industrials | 0.0% | 19.3% |
| Consumer Staples | 0.0% | 18.3% |
| Financials | 0.0% | 7.7% |
| Other Sectors | 0.0% | 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 |
|---|---|---|---|---|---|---|---|
| FHLC | +0.7% | +9.3% | +33.0% | +10.0% | +5.3% | +10.1% | 1.26% |
| 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 FHLC vs MOAT →
Shared Holdings(9)
The top 9 shared positions account for 100% of the overlap, led by BMY, DHR and TMO.
 BMYBristol-Myers Squibb Co | 1.99% | 2.90% | 1.99% |
|---|---|---|---|
 DHRDanaher Corp | 1.84% | 2.39% | 1.84% |
 TMOThermo Fisher Scientific Inc | 2.91% | 1.29% | 1.29% |
 ZTSZoetis Inc | 0.82% | 2.62% | 0.82% |
 AAgilent Technologies Inc | 0.53% | 1.31% | 0.53% |
 GEHCGE HealthCare Technologies Inc | 0.45% | 2.39% | 0.45% |
 VEEVVeeva Systems Inc | 0.39% | 1.21% | 0.39% |
 WSTWest Pharmaceutical Services Inc | 0.35% | 1.36% | 0.35% |
 ZBHZimmer Biomet Holdings Inc | 0.26% | 2.62% | 0.26% |
Frequently Asked Questions
How much do FHLC and MOAT overlap?
FHLC and MOAT overlap by 7.9% of portfolio weight. They share 9 holdings (FHLC holds 337 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both FHLC and MOAT?
The two portfolios are 7.9% 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 FHLC and MOAT?
The largest positions held by both funds are BMY, DHR, TMO, ZTS and A. Together the top 9 shared positions account for 100% of the total overlap.
What does FHLC own that MOAT doesn't?
328 positions (90.1% of FHLC) are unique to FHLC, led by LLY, JNJ and ABBV. In the other direction, 48 positions (81.8% of MOAT) are unique to MOAT.