IYF vs MOAT: Holdings Overlap
IYFiShares U.S. Financials ETF
iShares · 142 holdings · $4.5B · 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 (IYF: 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 IYF and MOAT?
iShares U.S. Financials ETF (IYF, by iShares) holds 142 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 6 holdings in common, and by portfolio weight the two funds are 4.9% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 4.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 6IYF holds 142 · MOAT holds 57
- Weight in Shared Holdings
- IYF 6%·MOAT 10%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 IYF
136 of 142 positions (93.5% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYF | MOAT |
|---|---|---|
| Financials | 99.4% | 7.7% |
| Information Technology | 0.0% | 25.5% |
| Industrials | 0.3% | 19.3% |
| Consumer Staples | 0.0% | 18.3% |
| Health Care | 0.0% | 18.1% |
| 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 |
|---|---|---|---|---|---|---|---|
| IYF | +2.4% | +7.0% | +15.4% | +21.7% | +12.0% | +13.6% | 1.40% |
| 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 IYF vs MOAT →
Shared Holdings(6)
The top 6 shared positions account for 100% of the overlap, led by BX, USB and SCHW.
 BXBlackstone Inc., Class A | 1.51% | 1.40% | 1.40% |
|---|---|---|---|
 USBU.S. Bancorp. COM NEW | 1.43% | 1.34% | 1.34% |
 SCHWThe Charles Schwab Corporation COM | 2.48% | 1.34% | 1.34% |
 LPLALPL Financial Holdings Inc. COM | 0.43% | 2.38% | 0.43% |
 BRBroadridge Financial Solutions Inc. COM | 0.29% | 2.15% | 0.29% |
 MKTXMarketAxess Holdings Inc. COM | 0.09% | 1.20% | 0.09% |
Frequently Asked Questions
How much do IYF and MOAT overlap?
IYF and MOAT overlap by 4.9% of portfolio weight. They share 6 holdings (IYF holds 142 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYF and MOAT?
The two portfolios are 4.9% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IYF and MOAT?
The largest positions held by both funds are BX, USB, SCHW, LPLA and BR. Together the top 6 shared positions account for 100% of the total overlap.
What does IYF own that MOAT doesn't?
136 positions (93.5% of IYF) are unique to IYF, led by BRK-B, JPM and BAC. In the other direction, 51 positions (90.1% of MOAT) are unique to MOAT.