IYK vs MOAT: Holdings Overlap
IYKiShares U.S. Consumer Staples ETF
iShares · 54 holdings · $1.4B · 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 (IYK: 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 IYK and MOAT?
iShares U.S. Consumer Staples ETF (IYK, by iShares) holds 54 positions; VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57. They have 7 holdings in common, and by portfolio weight the two funds are 8.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 8.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 7IYK holds 54 · MOAT holds 57
- Weight in Shared Holdings
- IYK 17%·MOAT 16%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 IYK
47 of 54 positions (82.6% of the fund) are not held by MOAT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYK | MOAT |
|---|---|---|
| Consumer Staples | 86.1% | 18.3% |
| Information Technology | 0.0% | 25.5% |
| Industrials | 0.0% | 19.3% |
| Health Care | 10.8% | 18.1% |
| Financials | 0.0% | 7.7% |
| Other Sectors | 2.7% | 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 |
|---|---|---|---|---|---|---|---|
| IYK | -0.8% | +12.4% | +9.8% | +6.0% | +6.4% | +9.2% | 2.55% |
| 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 IYK vs MOAT →
Shared Holdings(7)
The top 7 shared positions account for 100% of the overlap, led by MDLZ, KVUE and PEP.
 MDLZMondelez International, Inc., Class A | 3.54% | 2.74% | 2.74% |
|---|---|---|---|
 KVUEKenvue Inc. COM | 1.61% | 2.67% | 1.61% |
 PEPPepsico Inc COM | 8.73% | 1.41% | 1.41% |
 HSYHershey Co. (The) COM | 1.31% | 1.55% | 1.31% |
 STZConstellation Brands, Inc., Class A | 1.08% | 2.74% | 1.08% |
 CLXThe Clorox Company COM | 0.57% | 2.61% | 0.57% |
 BF-BBrown-Forman Corp., Class B | 0.18% | 2.62% | 0.18% |
Frequently Asked Questions
How much do IYK and MOAT overlap?
IYK and MOAT overlap by 8.9% of portfolio weight. They share 7 holdings (IYK holds 54 positions and MOAT holds 57), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYK and MOAT?
The two portfolios are 8.9% 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 IYK and MOAT?
The largest positions held by both funds are MDLZ, KVUE, PEP, HSY and STZ. Together the top 7 shared positions account for 100% of the total overlap.
What does IYK own that MOAT doesn't?
47 positions (82.6% of IYK) are unique to IYK, led by PG, KO and PM. In the other direction, 50 positions (83.5% of MOAT) are unique to MOAT.