MOAT vs ESGU: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
ESGUiShares ESG Aware MSCI USA ETF
iShares · 287 holdings · $18.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (MOAT: 2026-03-31, ESGU: 2026-05-31). 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 MOAT and ESGU?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; iShares ESG Aware MSCI USA ETF (ESGU, by iShares) holds 287. They have 34 holdings in common, and by portfolio weight the two funds are 14.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 14.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 34MOAT holds 57 · ESGU holds 287
- Weight in Shared Holdings
- MOAT 57%·ESGU 27%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
23 of 57 positions (42.4% of the fund) are not held by ESGU.
Sector Breakdown
| Sector | MOAT | ESGU |
|---|---|---|
| Information Technology | 25.5% | 38.9% |
| Industrials | 19.3% | 8.9% |
| Consumer Staples | 18.3% | 4.1% |
| Health Care | 18.1% | 8.5% |
| Financials | 7.7% | 11.4% |
| Other Sectors | 11.1% | 27.9% |
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% |
| ESGU | +3.3% | +14.3% | +23.8% | +20.9% | +12.2% | — | 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 ESGU →
Shared Holdings(34)
The top 10 shared positions account for 77% of the overlap, led by NVDA, MSFT and AMZN.
 NVDANVIDIA Corp. COM | 2.50% | 7.77% | 2.50% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 2.22% | 4.73% | 2.22% |
 AMZNAmazon.com, Inc. COM | 1.31% | 3.82% | 1.31% |
 AVGOBroadcom Inc COM | 1.20% | 3.07% | 1.20% |
 METAMeta Platforms, Inc., Class A | 1.14% | 1.94% | 1.14% |
 AMATApplied Materials Inc. COM | 1.35% | 0.72% | 0.72% |
 ORCLOracle Corp. COM | 0.90% | 0.58% | 0.58% |
 PANWPalo Alto Networks Inc COM | 1.30% | 0.54% | 0.54% |
 NOWServicenow Inc COM | 0.83% | 0.32% | 0.32% |
 CRMSalesforce Inc. COM | 0.98% | 0.31% | 0.31% |
 NXPINXP Semiconductors NV EUR0.20 | 2.42% | 0.24% | 0.24% |
 ADBEAdobe Inc COM | 0.96% | 0.24% | 0.24% |
 USBU.S. Bancorp. COM NEW | 1.34% | 0.21% | 0.21% |
 DHRDanaher Corporation COM | 2.39% | 0.20% | 0.20% |
 DISWalt Disney Company COM | 1.20% | 0.20% | 0.20% |
 DDOGDatadog, Inc., Class A | 1.23% | 0.18% | 0.18% |
 FTNTFortinet Inc COM | 2.61% | 0.17% | 0.17% |
 NOCNorthrop Grumman Corporation COM | 1.67% | 0.17% | 0.17% |
 BMYBristol-Myers Squibb Company COM | 2.90% | 0.15% | 0.15% |
 MSIMotorola Solutions Inc COM NEW | 1.57% | 0.14% | 0.14% |
 PEPPepsico Inc COM | 1.41% | 0.13% | 0.13% |
 ZTSZoetis, Inc., Class A | 2.62% | 0.12% | 0.12% |
 VEEVVeeva Systems, Inc., Class A | 1.21% | 0.11% | 0.11% |
 AAgilent Technologies Inc. COM | 1.31% | 0.10% | 0.10% |
 BRBroadridge Financial Solutions Inc. COM | 2.15% | 0.10% | 0.10% |
Frequently Asked Questions
How much do MOAT and ESGU overlap?
MOAT and ESGU overlap by 14.1% of portfolio weight. They share 34 holdings (MOAT holds 57 positions and ESGU holds 287), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and ESGU?
The two portfolios are 14.1% 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 MOAT and ESGU?
The largest positions held by both funds are NVDA, MSFT, AMZN, AVGO and META. Together the top 10 shared positions account for 77% of the total overlap.
What does MOAT own that ESGU doesn't?
23 positions (42.4% of MOAT) are unique to MOAT, led by STZ, ABNB and BF-B. In the other direction, 253 positions (72.8% of ESGU) are unique to ESGU.