Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IYR vs MOAT: how they differ
IYR and MOAT hold 1% of their weight in the same names, and MOAT returned more over the year.
iShares U.S. Real Estate ETF and VanEck Morningstar Wide Moat ETF.
What they hold in common
By the books each fund has filed, IYR and MOAT hold 1% of their money in the same securities at the same weight.
| Holding | IYR | MOAT |
|---|---|---|
| COSTAR GROUP, INC. | 0.86% | 0.71% |
| Only in IYR | Only in MOAT |
|---|---|
| WELLTOWER INC. 10.88% | Masco Corp 2.96% |
| PROLOGIS, INC. 8.77% | Kenvue Inc 2.59% |
| SIMON PROPERTY GROUP, INC. 4.79% | Airbnb Inc 2.56% |
| EQUINIX, INC. 4.58% | Palo Alto Networks Inc 2.51% |
| DIGITAL REALTY TRUST, INC. 4.41% | Brown-Forman Corp 2.49% |
| REALTY INCOME CORPORATION 4.29% | Charles Schwab Corp/The 2.45% |
| AMERICAN TOWER CORPORATION 3.88% | NVIDIA Corp 2.45% |
| PUBLIC STORAGE. 3.74% | 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.
| IYR iShares U.S. Real Estate ETF | MOAT VanEck Morningstar Wide Moat ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | VanEck |
| What it is | U.S. Real Estate | Morningstar Wide Moat |
| Total return, 1 year | +4.7% | +11.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −12.8 pts | −6.2 pts |
| Expense ratio | 0.37% | 0.46% |
| Already in the S&P 500 | 80.4% | 91.6% |
| Holdings | 61 | 55 |
IYR in plain words
IYR is an index equity fund tracking the U.S. Real Estate. Over the year to Sep 11, 2026 it returned +4.7% 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, 80% of the fund by weight is stocks the S&P 500 also holds, across 61 positions, with the top ten at 51.5%. It sat 6.1% below its high of Jul 28, 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, IYR or MOAT?
- In the year to Sep 12, 2026, with distributions reinvested, IYR returned +4.7% and MOAT returned +11.3%, so MOAT returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYR or MOAT?
- IYR charges 0.37% a year and MOAT charges 0.46%, so IYR is cheaper. Fees come from each fund's prospectus.
- How much do IYR and MOAT overlap with the S&P 500?
- By their latest filed holdings, 80% of IYR and 92% of MOAT by weight is stocks the S&P 500 already holds. Between the two funds, 1% 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, IYR against MOAT, data as of Sep 12, 2026. https://etfiq.com/compare/any/IYR-MOAT Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources