MOAT vs DUHP: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
DUHPDimensional US High Profitability ETF
Dimensional · 160 holdings · $12.3B · as of 2026-04-30
Holdings snapshots are 30 days apart (MOAT: 2026-03-31, DUHP: 2026-04-30). 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 MOAT and DUHP?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; Dimensional US High Profitability ETF (DUHP, by Dimensional) holds 160. They have 18 holdings in common, and by portfolio weight the two funds are 13.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 18MOAT holds 57 · DUHP holds 160
- Weight in Shared Holdings
- MOAT 33%·DUHP 25%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 MOAT
39 of 57 positions (66.5% of the fund) are not held by DUHP. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | DUHP |
|---|---|---|
| Information Technology | 25.5% | 32.5% |
| Industrials | 19.3% | 16.8% |
| Consumer Staples | 18.3% | 7.9% |
| Health Care | 18.1% | 13.0% |
| Financials | 7.7% | 9.6% |
| Other Sectors | 11.1% | 20.0% |
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 |
|---|---|---|---|---|---|---|---|
| MOAT | +5.9% | +8.4% | +18.6% | +12.6% | +9.4% | +13.9% | 1.25% |
| DUHP | +2.5% | +12.3% | +18.8% | +17.8% | — | — | 0.90% |
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 MOAT vs DUHP →
Shared Holdings(18)
The top 10 shared positions account for 85% of the overlap, led by NVDA, MSFT and PEP.
 NVDANVIDIA Corp. COM | 2.50% | 7.73% | 2.50% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 2.22% | 4.28% | 2.22% |
 PEPPepsico Inc COM | 1.41% | 1.61% | 1.41% |
 METAMeta Platforms, Inc., Class A | 1.14% | 4.32% | 1.14% |
 BMYBristol-Myers Squibb Company COM | 2.90% | 0.91% | 0.91% |
 ORCLOracle Corp. COM | 0.90% | 1.78% | 0.90% |
 MSIMotorola Solutions Inc COM NEW | 1.57% | 0.55% | 0.55% |
 ADBEAdobe Inc COM | 0.96% | 0.52% | 0.52% |
 AMATApplied Materials Inc. COM | 1.35% | 0.47% | 0.47% |
 UPSUnited Parcel Service, Inc., Class B | 1.41% | 0.41% | 0.41% |
 ZTSZoetis, Inc., Class A | 2.62% | 0.38% | 0.38% |
 NXPINXP Semiconductors NV EUR0.20 | 2.42% | 0.38% | 0.38% |
 CMGChipotle Mexican Grill, Inc., Class A | 1.28% | 0.37% | 0.37% |
 FTNTFortinet Inc COM | 2.61% | 0.34% | 0.34% |
 HSYHershey Co. (The) COM | 1.55% | 0.24% | 0.24% |
 BRBroadridge Financial Solutions Inc. COM | 2.15% | 0.16% | 0.16% |
 LPLALPL Financial Holdings Inc. COM | 2.38% | 0.10% | 0.10% |
 ELEstee Lauder Cos., Inc. (The), Class A | 1.97% | 0.02% | 0.02% |
Frequently Asked Questions
How much do MOAT and DUHP overlap?
MOAT and DUHP overlap by 13.0% of portfolio weight. They share 18 holdings (MOAT holds 57 positions and DUHP holds 160), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and DUHP?
The two portfolios are 13.0% 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 MOAT and DUHP?
The largest positions held by both funds are NVDA, MSFT, PEP, META and BMY. Together the top 10 shared positions account for 85% of the total overlap.
What does MOAT own that DUHP doesn't?
39 positions (66.5% of MOAT) are unique to MOAT, led by MDLZ, STZ and KVUE. In the other direction, 142 positions (75.2% of DUHP) are unique to DUHP.