Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

IUSB vs MOAT: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, IUSB returned −1.2% to MOAT's +10.3%; 0% of their weight is in the same names.

askIQ about this page

askIQ about IUSB and MOAT

Net assets on Oct 27, 2026: $49.8bn for iShares Core Universal USD Bond ETF and $11.6bn for VanEck Morningstar Wide Moat ETF.

At a glance
−1.2%
IUSB total return, 1 year
+10.3%
MOAT total return, 1 year
0.06%
IUSB expense ratio
0.46%
MOAT expense ratio

Pair scorecard

IUSB costs 0.40 points a year less; their one-year returns differ by 11.5 points; IUSB is 4.3 times larger.

IUSB vs MOAT: Differences, Returns & Fees
MeasureIUSBMOAT
Return
Total return, 1 year−1.2%+10.3%
Drawdown
Below its high3.7%, high on Aug 27, 2026
Benchmark
What it tracksBloomberg U.S. Universal IndexMorningstar Wide Moat Focus Index
Cost and size
Expense ratio0.06%0.46%
Net assets, as of Oct 27, 2026$49.8bn$11.6bn
Holdings
Holdings in common0%
In the S&P 500, by weight92%
Top ten holdings, share of the fund26.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, IUSB and MOAT hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IUSB MOAT
Only in one fund ↓
Only in IUSB
BLK Liquidity Temp Cash Inst #21 4.75%
TREASURY NOTE 0.49%
TREASURY NOTE 0.42%
TREASURY NOTE 0.41%
TREASURY NOTE 0.38%
TREASURY NOTE 0.37%
TREASURY NOTE (2OLD) 0.36%
UMBS 15YR TBA(REG B) 0.35%
Only in MOAT
Danaher Corp 2.85%
Microsoft Corp 2.81%
Estee Lauder Cos Inc 2.78%
Tyler Technologies Inc 2.73%
Broadridge Financial Solutions Inc 2.65%
Brown-Forman Corp 2.57%
Kenvue Inc 2.57%
Ge Healthcare Technologies Inc 2.55%
Check overlap with more funds →

Side by side

IUSB iShares Core Universal USD Bond ETF MOAT VanEck Morningstar Wide Moat ETF
Where it sits Bond ETF Stock ETF
What it is Tracks an index of Universal USD Bond Tracks the Morningstar Wide Moat
Total return, 1 year −1.2% +10.3%
Its benchmark over the same days not measured +13.7% (VOO)
Gap to its benchmark not measured −3.4 pts vs VOO
Expense ratio 0.06% 0.46%
Holdings 18338 54
Net assets, as of Oct 27, 2026 $49.8bn $11.6bn

IUSB and MOAT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

IUSB and MOAT flows, by email on Sundays.

One-click unsubscribe. See Privacy.

About each fund
IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

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, IUSB or MOAT?
In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and MOAT +10.3%.
Which is cheaper, IUSB or MOAT?
IUSB is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.
Other comparisons
Cite this pageCitation, APA and Markdown

ETFIQ, IUSB against MOAT, data as of Oct 28, 2026. https://etfiq.com/compare/any/iusb-vs-moat

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.