IWD vs MOAT: Holdings Overlap
IWDiShares Russell 1000 Value ETF
iShares · 866 holdings · $83.6B · as of 2026-03-31
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
How similar are IWD and MOAT?
iShares Russell 1000 Value ETF (IWD, by iShares) holds 866 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 42 holdings in common, and by portfolio weight the two funds are 9.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 42IWD holds 866 · MOAT holds 57
- Weight in Shared Holdings
- IWD 10%·MOAT 75%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 IWD
824 of 866 positions (90.0% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWD | MOAT |
|---|---|---|
| Information Technology | 11.7% | 25.5% |
| Financials | 20.0% | 7.7% |
| Industrials | 13.4% | 19.3% |
| Consumer Staples | 7.5% | 18.3% |
| Health Care | 11.7% | 18.1% |
| Other Sectors | 35.6% | 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 |
|---|---|---|---|---|---|---|---|
| IWD | +4.0% | +23.3% | +34.5% | +19.0% | +11.9% | +11.7% | 1.36% |
| 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 IWD vs MOAT →
Shared Holdings(42)
The top 10 shared positions account for 68% of the overlap, led by AMZN, META and AMAT.
 AMZNAmazon.com, Inc. COM | 1.81% | 1.31% | 1.31% |
|---|---|---|---|
 METAMeta Platforms, Inc., Class A | 0.73% | 1.14% | 0.73% |
 AMATApplied Materials Inc. COM | 0.64% | 1.35% | 0.64% |
 TMOThermo Fisher Scientific Inc COM | 0.61% | 1.29% | 0.61% |
 PEPPepsico Inc COM | 0.60% | 1.41% | 0.60% |
 DISWalt Disney Company COM | 0.56% | 1.20% | 0.56% |
 CRMSalesforce Inc. COM | 0.50% | 0.98% | 0.50% |
 SCHWThe Charles Schwab Corporation COM | 0.47% | 1.34% | 0.47% |
 BABoeing Co. (The) | 0.43% | 1.32% | 0.43% |
 DHRDanaher Corporation COM | 0.39% | 2.39% | 0.39% |
 BMYBristol-Myers Squibb Company COM | 0.33% | 2.90% | 0.33% |
 NOCNorthrop Grumman Corporation COM | 0.30% | 1.67% | 0.30% |
 USBU.S. Bancorp. COM NEW | 0.27% | 1.34% | 0.27% |
 MDLZMondelez International, Inc., Class A | 0.25% | 2.74% | 0.25% |
 UPSUnited Parcel Service, Inc., Class B | 0.24% | 1.41% | 0.24% |
 NKENIKE, Inc., Class B | 0.20% | 2.37% | 0.20% |
 MSIMotorola Solutions Inc COM NEW | 0.14% | 1.57% | 0.14% |
 KVUEKenvue Inc. COM | 0.11% | 2.67% | 0.11% |
 GEHCGE Healthcare Technologies Inc. COMMON STOCK | 0.11% | 2.39% | 0.11% |
 AAgilent Technologies Inc. COM | 0.11% | 1.31% | 0.11% |
 OTISOtis Worldwide Corp. COM | 0.10% | 2.40% | 0.10% |
 HSYHershey Co. (The) COM | 0.09% | 1.55% | 0.09% |
 STZConstellation Brands, Inc., Class A | 0.07% | 2.74% | 0.07% |
 EFXEquifax Inc. COM | 0.06% | 1.16% | 0.06% |
 WSTWest Pharmaceutical Services Incorporated COM | 0.06% | 1.36% | 0.06% |
Frequently Asked Questions
How much do IWD and MOAT overlap?
IWD and MOAT overlap by 9.2% of portfolio weight. They share 42 holdings (IWD holds 866 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWD and MOAT?
The two portfolios are 9.2% 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 IWD and MOAT?
The largest positions held by both funds are AMZN, META, AMAT, TMO and PEP. Together the top 10 shared positions account for 68% of the total overlap.
What does IWD own that MOAT doesn't?
824 positions (90.0% of IWD) are unique to IWD, led by BRK-B, JPM and XOM. In the other direction, 15 positions (24.7% of MOAT) are unique to MOAT.