MOAT vs SPYD: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
SPYDState Street® SPDR® Portfolio S&P 500® High Dividend ETF
State Street (SPDR) · 80 holdings · $7.7B · as of 2026-08-06
Holdings snapshots are 128 days apart (MOAT: 2026-03-31, SPYD: 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 SPYD?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; State Street® SPDR® Portfolio S&P 500® High Dividend ETF (SPYD, by State Street (SPDR)) holds 80. They have 8 holdings in common, and by portfolio weight the two funds are 10.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 8MOAT holds 57 · SPYD holds 80
- Weight in Shared Holdings
- MOAT 16%·SPYD 10%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 (83.8% of the fund) are not held by SPYD. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | SPYD |
|---|---|---|
| Information Technology | 25.5% | 4.2% |
| Real Estate | 1.1% | 24.3% |
| Industrials | 19.3% | 5.1% |
| Consumer Staples | 18.3% | 15.0% |
| Health Care | 18.1% | 3.9% |
| Other Sectors | 17.6% | 47.0% |
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% |
| SPYD | +2.8% | +17.9% | +21.3% | +14.3% | +9.3% | +8.7% | 4.07% |
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 SPYD →
Shared Holdings(8)
The top 8 shared positions account for 100% of the overlap, led by CLX, BX and BMY.
 CLXThe Clorox Company COM | 2.61% | 1.36% | 1.36% |
|---|---|---|---|
 BXBlackstone Inc., Class A | 1.40% | 1.34% | 1.34% |
 BMYBristol-Myers Squibb Company COM | 2.90% | 1.31% | 1.31% |
 PEPPepsico Inc COM | 1.41% | 1.26% | 1.26% |
 KVUEKenvue Inc. COM | 2.67% | 1.24% | 1.24% |
 NKENIKE, Inc., Class B | 2.37% | 1.23% | 1.23% |
 USBU.S. Bancorp. COM NEW | 1.34% | 1.22% | 1.22% |
 UPSUnited Parcel Service, Inc., Class B | 1.41% | 1.10% | 1.10% |
Frequently Asked Questions
How much do MOAT and SPYD overlap?
MOAT and SPYD overlap by 10.1% of portfolio weight. They share 8 holdings (MOAT holds 57 positions and SPYD holds 80), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and SPYD?
The two portfolios are 10.1% 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 SPYD?
The largest positions held by both funds are CLX, BX, BMY, PEP and KVUE. Together the top 8 shared positions account for 100% of the total overlap.
What does MOAT own that SPYD doesn't?
49 positions (83.8% of MOAT) are unique to MOAT, led by MDLZ, STZ and ABNB. In the other direction, 72 positions (89.4% of SPYD) are unique to SPYD.