MOAT vs RSPH: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
RSPHInvesco S&P 500 Equal Weight Health Care ETF
Invesco · 59 holdings · $776M · as of 2026-04-30
Holdings snapshots are 30 days apart (MOAT: 2026-03-31, RSPH: 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 RSPH?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; Invesco S&P 500 Equal Weight Health Care ETF (RSPH, by Invesco) holds 59. They have 8 holdings in common, and by portfolio weight the two funds are 12.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 12.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 8MOAT holds 57 · RSPH holds 59
- Weight in Shared Holdings
- MOAT 17%·RSPH 14%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
49 of 57 positions (83.0% of the fund) are not held by RSPH. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | RSPH |
|---|---|---|
| Health Care | 18.1% | 100.5% |
| Information Technology | 25.5% | 0.0% |
| Industrials | 19.3% | 0.0% |
| Consumer Staples | 18.3% | 0.0% |
| Financials | 7.7% | 0.0% |
| Other Sectors | 11.1% | 0.0% |
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% |
| RSPH | +3.0% | +12.0% | +28.4% | +7.0% | +3.5% | +8.9% | 0.65% |
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 RSPH →
Shared Holdings(8)
The top 8 shared positions account for 100% of the overlap, led by BMY, ZTS and DHR.
 BMYBristol-Myers Squibb Co. | 2.90% | 1.80% | 1.80% |
|---|---|---|---|
 ZTSZoetis Inc. | 2.62% | 1.71% | 1.71% |
 DHRDanaher Corp. | 2.39% | 1.63% | 1.63% |
 ZBHZimmer Biomet Holdings, Inc. | 2.62% | 1.56% | 1.56% |
 GEHCGE HealthCare Technologies Inc. | 2.39% | 1.49% | 1.49% |
 WSTWest Pharmaceutical Services, Inc. | 1.36% | 2.22% | 1.36% |
 AAgilent Technologies, Inc. | 1.31% | 1.78% | 1.31% |
 TMOThermo Fisher Scientific Inc. | 1.29% | 1.72% | 1.29% |
Frequently Asked Questions
How much do MOAT and RSPH overlap?
MOAT and RSPH overlap by 12.2% of portfolio weight. They share 8 holdings (MOAT holds 57 positions and RSPH holds 59), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and RSPH?
The two portfolios are 12.2% 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 RSPH?
The largest positions held by both funds are BMY, ZTS, DHR, ZBH and GEHC. Together the top 8 shared positions account for 100% of the total overlap.
What does MOAT own that RSPH doesn't?
49 positions (83.0% of MOAT) are unique to MOAT, led by MDLZ, STZ and KVUE. In the other direction, 51 positions (86.6% of RSPH) are unique to RSPH.