IJK vs MOAT: Holdings Overlap
IJKiShares S&P Mid-Cap 400 Growth ETF
iShares · 242 holdings · $11.0B · as of 2026-03-31
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
How similar are IJK and MOAT?
iShares S&P Mid-Cap 400 Growth ETF (IJK, by iShares) holds 242 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 2 holdings in common, and by portfolio weight the two funds are 0.9% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 2IJK holds 242 · MOAT holds 57
- Weight in Shared Holdings
- IJK 1%·MOAT 4%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 IJK
240 of 242 positions (99.0% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJK | MOAT |
|---|---|---|
| Industrials | 31.3% | 19.3% |
| Information Technology | 17.3% | 25.5% |
| Consumer Staples | 3.1% | 18.3% |
| Health Care | 14.4% | 18.1% |
| Consumer Discretionary | 10.2% | 7.6% |
| Other Sectors | 23.4% | 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 |
|---|---|---|---|---|---|---|---|
| IJK | +3.1% | +21.4% | +27.9% | +15.9% | +8.4% | +11.3% | 0.52% |
| 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 IJK vs MOAT →
Shared Holdings(2)
Frequently Asked Questions
How much do IJK and MOAT overlap?
IJK and MOAT overlap by 0.9% of portfolio weight. They share 2 holdings (IJK holds 242 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJK and MOAT?
The two portfolios are 0.9% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJK and MOAT?
The largest positions held by both funds are ENTG and TRU. Together the top 2 shared positions account for 100% of the total overlap.
What does IJK own that MOAT doesn't?
240 positions (99.0% of IJK) are unique to IJK, led by FTI, CASY and UTHR. In the other direction, 55 positions (96.2% of MOAT) are unique to MOAT.