IWR vs MOAT: Differences, Returns & Fees
IWR and MOAT hold 4% of their weight in the same names, and IWR returned +15.1% over the year. Net assets: $57.0bn on Oct 20, 2026 for iShares Russell Mid-Cap ETF, and $11.6bn on Oct 19, 2026 for VanEck Morningstar Wide Moat ETF.
IWR costs 0.28 points a year less; their one-year returns differ by 3.5 points; IWR is 4.8 times larger.
| IWR | MOAT | |
|---|---|---|
| Expense ratio | 0.18% | 0.46% |
| Net assets | $57.0bn | $11.8bn |
| Total return, 1 year | +15.1% | +11.6% |
| What it tracks | Russell Midcap Index | Morningstar Wide Moat Focus Index |
| Holdings in common | 4% | |
| Top ten holdings, share of the fund | 6.8% | 26.6% |
| Below its high | 4.3%, high on Aug 14, 2026 | |
Holdings in common uses holdings dated Oct 19, 2026.
IWR and MOAT are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IWR follows Russell Midcap Index and MOAT follows Morningstar Wide Moat Focus Index.
- Holdings in common. 4% of the weight is in the same securities (holdings dated Oct 19, 2026).
- One-year total return. Over 1 year to Oct 20, 2026 IWR returned +15.1% and MOAT +11.6% with distributions reinvested, a gap of 3.5 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, IWR and MOAT hold 4% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
4% in common
On the same fields
IWR and MOAT on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IWR
IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
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, IWR or MOAT?
- In the year to Oct 20, 2026, with distributions reinvested, IWR returned +15.1% and MOAT +11.6%.
- Which is cheaper, IWR or MOAT?
- IWR 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.
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, IWR against MOAT, data as of Oct 20, 2026. https://etfiq.com/compare/any/iwr-vs-moat
ETFIQ. (Oct 20, 2026). IWR against MOAT. Retrieved from https://etfiq.com/compare/any/iwr-vs-moat
[IWR against MOAT (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/iwr-vs-moat)
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