Data as of Oct 28, 2026.
IWD vs MOAT: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWD returned +27.5% to MOAT's +10.3%; 9% of their weight is in the same names.
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Net assets on Oct 27, 2026: $83.0bn for iShares Russell 1000 Value ETF and $11.6bn for VanEck Morningstar Wide Moat ETF.
Pair scorecard
IWD costs 0.28 points a year less; their one-year returns differ by 17.2 points; IWD is 7.2 times larger.
| Measure | IWD | MOAT |
|---|---|---|
| Return | ||
| Total return, 1 year | +27.5% | +10.3% |
| Drawdown | ||
| Below its high | 3.7%, high on Aug 27, 2026 | |
| Benchmark | ||
| What it tracks | Russell 1000 Value Index | Morningstar Wide Moat Focus Index |
| Cost and size | ||
| Expense ratio | 0.18% | 0.46% |
| Net assets, as of Oct 27, 2026 | $83.0bn | $11.6bn |
| Holdings | ||
| Holdings in common | 9% | |
| Top ten holdings, share of the fund | 29.6% | 26.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
What they share
By the books each fund has filed, IWD and MOAT hold 9% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
9% in common
Only in one fund ↓
Side by side
IWD and MOAT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWD
IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.
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, IWD or MOAT?
- In the year to Oct 28, 2026, with distributions reinvested, IWD returned +27.5% and MOAT +10.3%.
- Which is cheaper, IWD or MOAT?
- IWD is cheaper, by 0.28 percentage points a year. That is about $28 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, IWD against MOAT, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwd-vs-moat
ETFIQ. (Oct 28, 2026). IWD against MOAT. Retrieved from https://etfiq.com/compare/any/iwd-vs-moat
[IWD against MOAT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iwd-vs-moat)
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