MOAT vs SOXX: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
iShares · 30 holdings · $47.6B · as of 2026-03-31
How similar are MOAT and SOXX?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; iShares Semiconductor ETF (SOXX, by iShares) holds 30. They have 5 holdings in common, and by portfolio weight the two funds are 8.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 8.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 5MOAT holds 57 · SOXX holds 30
- Weight in Shared Holdings
- MOAT 9%·SOXX 28%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
52 of 57 positions (91.0% of the fund) are not held by SOXX. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | SOXX |
|---|---|---|
| Information Technology | 25.5% | 98.6% |
| Industrials | 19.3% | 0.0% |
| Consumer Staples | 18.3% | 0.0% |
| Health Care | 18.1% | 0.0% |
| Financials | 7.7% | 0.0% |
| Other Sectors | 11.1% | 0.0% |
| Unclassified | 0.0% | 1.2% |
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. “Unclassified” is weight we could not classify (0% of MOAT, 1% of SOXX).
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% |
| SOXX | -1.5% | +80.6% | +126.6% | +47.5% | +29.5% | +32.9% | 0.27% |
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 SOXX →
Shared Holdings(5)
The top 5 shared positions account for 100% of the overlap, led by NVDA, NXPI and AMAT.
Frequently Asked Questions
How much do MOAT and SOXX overlap?
MOAT and SOXX overlap by 8.8% of portfolio weight. They share 5 holdings (MOAT holds 57 positions and SOXX holds 30), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and SOXX?
The two portfolios are 8.8% 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 SOXX?
The largest positions held by both funds are NVDA, NXPI, AMAT, ENTG and AVGO. Together the top 5 shared positions account for 100% of the total overlap.
What does MOAT own that SOXX doesn't?
52 positions (91.0% of MOAT) are unique to MOAT, led by BMY, MDLZ and STZ. In the other direction, 25 positions (72.1% of SOXX) are unique to SOXX.