Data as of Oct 28, 2026.
IGM vs MOAT: Differences, Returns & Fees
Over the year to Oct 28, 2026, IGM returned +21.7% to MOAT's +10.3%; 16% of their weight is in the same names.
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Net assets on Oct 27, 2026: $11.0bn for iShares Expanded Tech Sector ETF and $11.6bn for VanEck Morningstar Wide Moat ETF.
Pair scorecard
IGM costs 0.09 points a year less; their one-year returns differ by 11.4 points; MOAT is 1.1 times larger.
| Measure | IGM | MOAT |
|---|---|---|
| Return | ||
| Total return, 1 year | +21.7% | +10.3% |
| Drawdown | ||
| Below its high | 6.2%, high on Oct 6, 2026 | 3.7%, high on Aug 27, 2026 |
| Benchmark | ||
| What it tracks | S&P North American Expanded Technology Sector Index | Morningstar Wide Moat Focus Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.46% |
| Net assets, as of Oct 27, 2026 | $11.0bn | $11.6bn |
| Holdings | ||
| Holdings in common | 16% | |
| Top ten holdings, share of the fund | 56.8% | 26.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
May 4, 2012 to Oct 23, 2026 · 755 weekly returnsIGM returned more: +1,413.0% to +559.2%. MOAT swung less: 17.1% to 20.7%. MOAT fell less at its worst: −30.8% to −40.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGM | MOAT | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,413.0% | +559.2% | IGM | Price change plus distributions, reinvested. |
| Annualized | +20.6% | +13.9% | IGM | Total return as a yearly rate. |
| Price return | +1,293.5% | +453.0% | IGM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.7% | 17.1% | MOAT | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.6% | 11.6% | MOAT | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −40.1% | −30.8% | MOAT | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.92 | 0.74 | IGM | Return above Treasury bills per unit of volatility. |
| Sortino | 1.40 | 1.10 | IGM | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.51 | 0.45 | IGM | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 755 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IGM and MOAT hold 16% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
16% in common
Only in one fund ↓
Side by side
IGM and MOAT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGM and MOAT do different jobs. What does each one do in a portfolio?
- What each follows. IGM follows S&P North American Expanded Technology Sector Index and MOAT follows Morningstar Wide Moat Focus Index.
- Holdings in common. 16% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and MOAT +10.3% with distributions reinvested, a gap of 11.4 points.
Data as of Oct 28, 2026.
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IGM
IGM tracks an index of Expanded Tech Sector. Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 56.8%. It sat 6.2% below its high of Oct 6, 2026 on Oct 28, 2026.
MOAT
MOAT tracks the Morningstar Wide Moat. Over the year to Oct 28, 2026 it returned +10.3% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.46% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 26.5%. It sat 3.7% below its high of Aug 27, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IGM or MOAT?
- In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and MOAT +10.3%.
- Which is cheaper, IGM or MOAT?
- IGM is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IGM against MOAT, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-moat
ETFIQ. (Oct 28, 2026). IGM against MOAT. Retrieved from https://etfiq.com/compare/any/igm-vs-moat
[IGM against MOAT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/igm-vs-moat)
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