IMCB vs MOAT: Differences, Returns & Fees
IMCB and MOAT hold 7% of their weight in the same names, and IMCB returned +19.2% over the year. Net assets: $1.7bn on Oct 20, 2026 for iShares Morningstar Mid-Cap ETF, and $11.6bn on Oct 19, 2026 for VanEck Morningstar Wide Moat ETF.
IMCB costs 0.42 points a year less; their one-year returns differ by 7.6 points; MOAT is 6.8 times larger.
| IMCB | MOAT | |
|---|---|---|
| Expense ratio | 0.04% | 0.46% |
| Net assets | $1.7bn | $11.8bn |
| Total return, 1 year | +19.2% | +11.6% |
| What it tracks | Morningstar US Mid Cap Index | Morningstar Wide Moat Focus Index |
| Holdings in common | 7% | |
| Top ten holdings, share of the fund | 7.9% | 26.6% |
| Below its high | 3.3%, high on Aug 14, 2026 | |
Holdings in common uses holdings dated Oct 19, 2026.
IMCB and MOAT are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IMCB follows Morningstar US Mid Cap Index and MOAT follows Morningstar Wide Moat Focus Index.
- Holdings in common. 7% of the weight is in the same securities (holdings dated Oct 19, 2026).
- One-year total return. Over 1 year to Oct 20, 2026 IMCB returned +19.2% and MOAT +11.6% with distributions reinvested, a gap of 7.6 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, IMCB and MOAT hold 7% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
7% in common
On the same fields
IMCB and MOAT on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IMCB
IMCB tracks an index. Over the year to Oct 20, 2026 it returned +19.2% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Oct 19, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 394 positions, with the top ten at 7.9%. It sat 3.3% below its high of Aug 14, 2026 on Oct 20, 2026.
About MOAT
MOAT tracks the Morningstar Wide Moat. Over the year to Oct 20, 2026 it returned +11.6% with distributions reinvested, against +15.9% 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 19, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 26.6%.
Questions people ask
- Which returned more over the last year, IMCB or MOAT?
- In the year to Oct 20, 2026, with distributions reinvested, IMCB returned +19.2% and MOAT +11.6%.
- Which is cheaper, IMCB or MOAT?
- IMCB is cheaper, by 0.42 percentage points a year. That is about $42 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.
Cite this pageCitation, APA and Markdown
ETFIQ, IMCB against MOAT, data as of Oct 20, 2026. https://etfiq.com/compare/any/imcb-vs-moat
ETFIQ. (Oct 20, 2026). IMCB against MOAT. Retrieved from https://etfiq.com/compare/any/imcb-vs-moat
[IMCB against MOAT (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/imcb-vs-moat)
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