Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AGG vs MOAT: how they differ

AGG is a bond index fund and MOAT an equity index fund, and over the year MOAT returned more, +11.3% against −0.7%.

iShares Core U.S. Aggregate Bond ETF and VanEck Morningstar Wide Moat ETF.

AGG and MOAT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AGG
iShares Core U.S. Aggregate Bond ETF
MOAT
VanEck Morningstar Wide Moat ETF
Where it sitsCore index fundCore index fund
IssueriSharesVanEck
What it isUS aggregate bondsMorningstar Wide Moat
Total return, 1 year−0.7%+11.3%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−18.2 pts−6.2 pts
Expense ratio0.03%0.46%
Holdingsnot filed55

AGG in plain words

AGG is a bond fund tracking the US aggregate bonds. Over the year to Sep 11, 2026 it returned −0.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. It sat 3.7% below its high of Aug 4, 2020 on Sep 11, 2026.

MOAT in plain words

MOAT is an index equity fund tracking the Morningstar Wide Moat. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.46% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 55 positions, with the top ten at 25.3%. It sat 5.7% below its high of Aug 27, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AGG or MOAT?
In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and MOAT returned +11.3%, so MOAT returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or MOAT?
AGG charges 0.03% a year and MOAT charges 0.46%, so AGG is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGG against MOAT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGG against MOAT, data as of Sep 12, 2026. https://etfiq.com/compare/any/AGG-MOAT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources