MOAT vs XLV: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
XLVState Street® Health Care Select Sector SPDR® ETF
State Street (SPDR) · 61 holdings · $41.9B · as of 2026-08-06
Holdings snapshots are 128 days apart (MOAT: 2026-03-31, XLV: 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 XLV?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; State Street® Health Care Select Sector SPDR® ETF (XLV, by State Street (SPDR)) holds 61. They have 9 holdings in common, and by portfolio weight the two funds are 8.7% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 8.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 9MOAT holds 57 · XLV holds 61
- Weight in Shared Holdings
- MOAT 18%·XLV 11%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
48 of 57 positions (81.8% of the fund) are not held by XLV. Showing the top 30 by weight.
Sector Breakdown
| Sector | MOAT | XLV |
|---|---|---|
| Health Care | 18.1% | 99.8% |
| 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% |
| XLV | +0.8% | +7.9% | +30.7% | +9.2% | +6.2% | +10.0% | 1.53% |
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 XLV →
Shared Holdings(9)
The top 9 shared positions account for 100% of the overlap, led by BMY, DHR and TMO.
 BMYBristol-Myers Squibb Company COM | 2.90% | 2.21% | 2.21% |
|---|---|---|---|
 DHRDanaher Corporation COM | 2.39% | 2.12% | 2.12% |
 TMOThermo Fisher Scientific Inc COM | 1.29% | 3.63% | 1.29% |
 AAgilent Technologies Inc. COM | 1.31% | 0.67% | 0.67% |
 VEEVVeeva Systems, Inc., Class A | 1.21% | 0.55% | 0.55% |
 ZTSZoetis, Inc., Class A | 2.62% | 0.55% | 0.55% |
 GEHCGE Healthcare Technologies Inc. COMMON STOCK | 2.39% | 0.54% | 0.54% |
 WSTWest Pharmaceutical Services Incorporated COM | 1.36% | 0.41% | 0.41% |
 ZBHZimmer Biomet Holdings Inc COM | 2.62% | 0.32% | 0.32% |
Frequently Asked Questions
How much do MOAT and XLV overlap?
MOAT and XLV overlap by 8.7% of portfolio weight. They share 9 holdings (MOAT holds 57 positions and XLV holds 61), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and XLV?
The two portfolios are 8.7% 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 XLV?
The largest positions held by both funds are BMY, DHR, TMO, A and VEEV. Together the top 9 shared positions account for 100% of the total overlap.
What does MOAT own that XLV doesn't?
48 positions (81.8% of MOAT) are unique to MOAT, led by MDLZ, STZ and KVUE. In the other direction, 52 positions (88.8% of XLV) are unique to XLV.