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

ETFIQetfiq.com · independent ETF data

IGM vs MOAT: how they differ

IGM and MOAT hold 14% of their weight in the same names, and IGM returned more over the year.

iShares Expanded Tech Sector ETF and VanEck Morningstar Wide Moat ETF.

What they hold in common

By the books each fund has filed, IGM and MOAT hold 14% of their money in the same securities at the same weight.

Positions IGM and MOAT both hold, largest shared weight first
HoldingIGMMOAT
NVIDIA Corp.7.97%2.45%
Broadcom, Inc.7.61%2.43%
Applied Materials, Inc.2.50%2.34%
Microsoft Corp.7.50%2.20%
Palo Alto Networks, Inc.1.21%2.51%
Meta Platforms, Inc.4.17%1.17%
Amphenol Corp.0.95%1.50%
Fortinet, Inc.0.42%2.21%
Datadog, Inc.0.38%2.44%
NXP Semiconductors NV0.31%1.60%
Motorola Solutions, Inc.0.30%1.24%
Fair Isaac Corp.0.12%2.14%
Largest positions each one holds and the other does not
Only in IGMOnly in MOAT
Apple, Inc. 7.92%Masco Corp 2.96%
Micron Technology, Inc. 5.47%Kenvue Inc 2.59%
Alphabet, Inc. 4.45%Airbnb Inc 2.56%
Advanced Micro Devices, Inc. 4.13%Brown-Forman Corp 2.49%
Alphabet, Inc. 3.55%Charles Schwab Corp/The 2.45%
Intel Corp. 2.88%Bristol-Myers Squibb Co 2.43%
Lam Research Corp. 2.37%Danaher Corp 2.41%
Cisco Systems, Inc. 2.02%Veeva Systems Inc 2.41%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

IGM and MOAT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IGM
iShares Expanded Tech Sector ETF
MOAT
VanEck Morningstar Wide Moat ETF
Where it sitsCore index fundCore index fund
IssueriSharesVanEck
What it isExpanded Tech SectorMorningstar Wide Moat
Total return, 1 year+32.7%+11.3%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+15.2 pts−6.2 pts
Expense ratio0.37%0.46%
Already in the S&P 50092.0%91.6%
Holdings29555

IGM in plain words

IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% 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 295 positions, with the top ten at 55.7%. It sat 5.1% below its high of Jun 2, 2026 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, IGM or MOAT?
In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and MOAT returned +11.3%, so IGM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IGM or MOAT?
IGM charges 0.37% a year and MOAT charges 0.46%, so IGM is cheaper. Fees come from each fund's prospectus.
How much do IGM and MOAT overlap with the S&P 500?
By their latest filed holdings, 92% of IGM and 92% of MOAT by weight is stocks the S&P 500 already holds. Between the two funds, 14% of their books are the same securities at the same weight.

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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.

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

A comparison is not a recommendation. Standards and sources