MOAT vs SUSA: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (MOAT: 2026-03-31, SUSA: 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 SUSA?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 19 holdings in common, and by portfolio weight the two funds are 12.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 12.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 19MOAT holds 57 · SUSA holds 170
- Weight in Shared Holdings
- MOAT 30%·SUSA 22%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
38 of 57 positions (69.5% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | SUSA |
|---|---|---|
| Information Technology | 25.5% | 38.2% |
| Industrials | 19.3% | 11.3% |
| Consumer Staples | 18.3% | 4.2% |
| Health Care | 18.1% | 9.0% |
| Financials | 7.7% | 11.9% |
| Other Sectors | 11.1% | 25.3% |
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% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
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 SUSA →
Shared Holdings(19)
The top 10 shared positions account for 83% of the overlap, led by NVDA, MSFT and AMAT.
 NVDANVIDIA Corp. COM | 2.50% | 7.92% | 2.50% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 2.22% | 4.35% | 2.22% |
 AMATApplied Materials Inc. COM | 1.35% | 1.51% | 1.35% |
 AVGOBroadcom Inc COM | 1.20% | 3.07% | 1.20% |
 NXPINXP Semiconductors NV EUR0.20 | 2.42% | 0.73% | 0.73% |
 PANWPalo Alto Networks Inc COM | 1.30% | 0.66% | 0.66% |
 CRMSalesforce Inc. COM | 0.98% | 0.55% | 0.55% |
 ZTSZoetis, Inc., Class A | 2.62% | 0.53% | 0.53% |
 NOWServicenow Inc COM | 0.83% | 0.47% | 0.47% |
 ADBEAdobe Inc COM | 0.96% | 0.41% | 0.41% |
 CLXThe Clorox Company COM | 2.61% | 0.33% | 0.33% |
 BRBroadridge Financial Solutions Inc. COM | 2.15% | 0.32% | 0.32% |
 ORCLOracle Corp. COM | 0.90% | 0.31% | 0.31% |
 DHRDanaher Corporation COM | 2.39% | 0.27% | 0.27% |
 AAgilent Technologies Inc. COM | 1.31% | 0.27% | 0.27% |
 VEEVVeeva Systems, Inc., Class A | 1.21% | 0.23% | 0.23% |
 WSTWest Pharmaceutical Services Incorporated COM | 1.36% | 0.19% | 0.19% |
 WDAYWorkday, Inc., Class A | 0.80% | 0.16% | 0.16% |
 CMGChipotle Mexican Grill, Inc., Class A | 1.28% | 0.10% | 0.10% |
Frequently Asked Questions
How much do MOAT and SUSA overlap?
MOAT and SUSA overlap by 12.8% of portfolio weight. They share 19 holdings (MOAT holds 57 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and SUSA?
The two portfolios are 12.8% 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 SUSA?
The largest positions held by both funds are NVDA, MSFT, AMAT, AVGO and NXPI. Together the top 10 shared positions account for 83% of the total overlap.
What does MOAT own that SUSA doesn't?
38 positions (69.5% of MOAT) are unique to MOAT, led by BMY, MDLZ and STZ. In the other direction, 151 positions (77.4% of SUSA) are unique to SUSA.