MOAT vs SDY: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
SDYState Street® SPDR® S&P® Dividend ETF
State Street (SPDR) · 154 holdings · $22.0B · as of 2026-08-06
Holdings snapshots are 128 days apart (MOAT: 2026-03-31, SDY: 2026-08-06). 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 SDY?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; State Street® SPDR® S&P® Dividend ETF (SDY, by State Street (SPDR)) holds 154. They have 8 holdings in common, and by portfolio weight the two funds are 6.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 8MOAT holds 57 · SDY holds 154
- Weight in Shared Holdings
- MOAT 17%·SDY 7%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 (82.9% of the fund) are not held by SDY. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | SDY |
|---|---|---|
| Information Technology | 25.5% | 7.9% |
| Industrials | 19.3% | 18.7% |
| Consumer Staples | 18.3% | 15.2% |
| Health Care | 18.1% | 8.4% |
| Utilities | 0.0% | 13.2% |
| Other Sectors | 18.7% | 36.4% |
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% |
| SDY | +1.4% | +14.8% | +16.9% | +10.8% | +7.8% | +9.4% | 2.36% |
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 SDY →
Shared Holdings(8)
The top 8 shared positions account for 100% of the overlap, led by NKE, KVUE and PEP.
 NKENIKE, Inc., Class B | 2.37% | 1.70% | 1.70% |
|---|---|---|---|
 KVUEKenvue Inc. COM | 2.67% | 1.54% | 1.54% |
 PEPPepsico Inc COM | 1.41% | 1.91% | 1.41% |
 NOCNorthrop Grumman Corporation COM | 1.67% | 0.90% | 0.90% |
 MSFTMicrosoft Corp. COM | 2.22% | 0.53% | 0.53% |
 CLXThe Clorox Company COM | 2.61% | 0.53% | 0.53% |
 BF-BBrown-Forman Corp., Class B | 2.62% | 0.20% | 0.20% |
 WSTWest Pharmaceutical Services Incorporated COM | 1.36% | 0.10% | 0.10% |
Frequently Asked Questions
How much do MOAT and SDY overlap?
MOAT and SDY overlap by 6.9% of portfolio weight. They share 8 holdings (MOAT holds 57 positions and SDY holds 154), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and SDY?
The two portfolios are 6.9% 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 MOAT and SDY?
The largest positions held by both funds are NKE, KVUE, PEP, NOC and MSFT. Together the top 8 shared positions account for 100% of the total overlap.
What does MOAT own that SDY doesn't?
49 positions (82.9% of MOAT) are unique to MOAT, led by BMY, MDLZ and STZ. In the other direction, 146 positions (92.4% of SDY) are unique to SDY.