Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs MOAT: how they differ
IWM and MOAT hold 0% of their weight in the same names, and IWM returned more over the year.
iShares Russell 2000 ETF and VanEck Morningstar Wide Moat ETF.
What they hold in common
By the books each fund has filed, IWM and MOAT hold 0% of their money in the same securities at the same weight.
| Only in IWM | Only in MOAT |
|---|---|
| Moog, Inc. 0.38% | Masco Corp 2.96% |
| Hut 8 Corp. 0.37% | Kenvue Inc 2.59% |
| Viasat, Inc. 0.35% | Airbnb Inc 2.56% |
| BrightSpring Health Services, Inc. 0.35% | Palo Alto Networks Inc 2.51% |
| Cytokinetics, Inc. 0.35% | Brown-Forman Corp 2.49% |
| MaxLinear, Inc. 0.34% | Charles Schwab Corp/The 2.45% |
| Argan, Inc. 0.34% | NVIDIA Corp 2.45% |
| UMB Financial Corp. 0.33% | Datadog Inc 2.44% |
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.
| IWM iShares Russell 2000 ETF | MOAT VanEck Morningstar Wide Moat ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | VanEck |
| What it is | Russell 2000 | Morningstar Wide Moat |
| Total return, 1 year | +21.2% | +11.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | −6.2 pts |
| Expense ratio | 0.19% | 0.46% |
| Already in the S&P 500 | 0.0% | 91.6% |
| Holdings | 2014 | 55 |
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%. It sat 5.3% below its high of Aug 14, 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, IWM or MOAT?
- In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and MOAT returned +11.3%, so IWM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or MOAT?
- IWM charges 0.19% a year and MOAT charges 0.46%, so IWM is cheaper. Fees come from each fund's prospectus.
- How much do IWM and MOAT overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 92% of MOAT by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.
Cite this page. ETFIQ, IWM against MOAT, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWM-MOAT Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources