IVV vs MOAT: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
How similar are IVV and MOAT?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 52 holdings in common, and by portfolio weight the two funds are 14.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 14.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 52IVV holds 503 · MOAT holds 57
- Weight in Shared Holdings
- IVV 27%·MOAT 91%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 IVV
451 of 503 positions (72.7% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IVV | MOAT |
|---|---|---|
| Information Technology | 32.6% | 25.5% |
| Industrials | 9.0% | 19.3% |
| Consumer Staples | 5.2% | 18.3% |
| Health Care | 9.4% | 18.1% |
| Financials | 12.6% | 7.7% |
| Other Sectors | 30.9% | 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 |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| 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 IVV vs MOAT →
Shared Holdings(52)
The top 10 shared positions account for 71% of the overlap, led by NVDA, MSFT and AMZN.
 NVDANVIDIA Corp. | 7.56% | 2.50% | 2.50% |
|---|---|---|---|
 MSFTMicrosoft Corp. | 4.91% | 2.22% | 2.22% |
 AMZNAmazon.com, Inc. | 3.63% | 1.31% | 1.31% |
 AVGOBroadcom, Inc. | 2.62% | 1.20% | 1.20% |
 METAMeta Platforms, Inc., Class A | 2.23% | 1.14% | 1.14% |
 AMATApplied Materials, Inc. | 0.48% | 1.35% | 0.48% |
 ORCLOracle Corp. | 0.45% | 0.90% | 0.45% |
 PEPPepsiCo, Inc. | 0.38% | 1.41% | 0.38% |
 TMOThermo Fisher Scientific, Inc. | 0.33% | 1.29% | 0.33% |
 CRMSalesforce, Inc. | 0.31% | 0.98% | 0.31% |
 DISWalt Disney Co. (The) | 0.30% | 1.20% | 0.30% |
 SCHWCharles Schwab Corp. (The) | 0.28% | 1.34% | 0.28% |
 BABoeing Co. (The) | 0.28% | 1.32% | 0.28% |
 PANWPalo Alto Networks, Inc. | 0.23% | 1.30% | 0.23% |
 BMYBristol-Myers Squibb Co. | 0.22% | 2.90% | 0.22% |
 DHRDanaher Corp. | 0.21% | 2.39% | 0.21% |
 NOWServiceNow, Inc. | 0.20% | 0.83% | 0.20% |
 ADBEAdobe, Inc. | 0.18% | 0.96% | 0.18% |
 NOCNorthrop Grumman Corp. | 0.16% | 1.67% | 0.16% |
 BXBlackstone, Inc. | 0.15% | 1.40% | 0.15% |
 USBUS Bancorp | 0.14% | 1.34% | 0.14% |
 MDLZMondelez International, Inc., Class A | 0.13% | 2.74% | 0.13% |
 UPSUnited Parcel Service, Inc., Class B | 0.13% | 1.41% | 0.13% |
 MSIMotorola Solutions, Inc. | 0.13% | 1.57% | 0.13% |
 NKENIKE, Inc., Class B | 0.11% | 2.37% | 0.11% |
Frequently Asked Questions
How much do IVV and MOAT overlap?
IVV and MOAT overlap by 14.5% of portfolio weight. They share 52 holdings (IVV holds 503 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and MOAT?
The two portfolios are 14.5% 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 IVV and MOAT?
The largest positions held by both funds are NVDA, MSFT, AMZN, AVGO and META. Together the top 10 shared positions account for 71% of the total overlap.
What does IVV own that MOAT doesn't?
451 positions (72.7% of IVV) are unique to IVV, led by AAPL, GOOGL and GOOG. In the other direction, 5 positions (8.5% of MOAT) are unique to MOAT.