IWP vs MOAT: Holdings Overlap
IWPiShares Russell Mid-Cap Growth ETF
iShares · 277 holdings · $20.5B · as of 2026-03-31
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
How similar are IWP and MOAT?
iShares Russell Mid-Cap Growth ETF (IWP, by iShares) holds 277 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 10 holdings in common, and by portfolio weight the two funds are 5.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 10IWP holds 277 · MOAT holds 57
- Weight in Shared Holdings
- IWP 5%·MOAT 15%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 IWP
267 of 277 positions (94.7% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWP | MOAT |
|---|---|---|
| Information Technology | 15.6% | 25.5% |
| Industrials | 24.4% | 19.3% |
| Consumer Discretionary | 21.2% | 7.6% |
| Consumer Staples | 1.7% | 18.3% |
| Health Care | 14.9% | 18.1% |
| Other Sectors | 22.2% | 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 |
|---|---|---|---|---|---|---|---|
| IWP | +1.5% | +5.4% | +3.1% | +14.6% | +5.1% | +12.1% | 0.34% |
| 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 IWP vs MOAT →
Shared Holdings(10)
The top 10 shared positions account for 100% of the overlap, led by DDOG, LPLA and VEEV.
 DDOGDatadog, Inc., Class A | 1.33% | 1.23% | 1.23% |
|---|---|---|---|
 LPLALPL Financial Holdings, Inc. | 0.86% | 2.38% | 0.86% |
 VEEVVeeva Systems, Inc., Class A | 0.75% | 1.21% | 0.75% |
 FICOFair Isaac Corp. | 0.73% | 0.99% | 0.73% |
 BRBroadridge Financial Solutions, Inc. | 0.62% | 2.15% | 0.62% |
 TYLTyler Technologies, Inc. | 0.44% | 2.27% | 0.44% |
 EFXEquifax, Inc. | 0.14% | 1.16% | 0.14% |
 HSYHershey Co. (The) | 0.13% | 1.55% | 0.13% |
 ENTGEntegris, Inc. | 0.10% | 1.34% | 0.10% |
 CSGPCoStar Group, Inc. | 0.08% | 1.12% | 0.08% |
Frequently Asked Questions
How much do IWP and MOAT overlap?
IWP and MOAT overlap by 5.1% of portfolio weight. They share 10 holdings (IWP holds 277 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWP and MOAT?
The two portfolios are 5.1% 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 IWP and MOAT?
The largest positions held by both funds are DDOG, LPLA, VEEV, FICO and BR. Together the top 10 shared positions account for 100% of the total overlap.
What does IWP own that MOAT doesn't?
267 positions (94.7% of IWP) are unique to IWP, led by VRT, HWM and RCL. In the other direction, 47 positions (84.5% of MOAT) are unique to MOAT.