Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IYE vs MOAT: how they differ
IYE and MOAT hold 0% of their weight in the same names, and IYE returned more over the year.
iShares U.S. Energy ETF and VanEck Morningstar Wide Moat ETF.
What they hold in common
By the books each fund has filed, IYE and MOAT hold 0% of their money in the same securities at the same weight.
| Only in IYE | Only in MOAT |
|---|---|
| EXXONMOBIL HOLDINGS CORP 22.32% | Veeva Systems Inc 3.41% |
| CHEVRON 16.00% | Airbnb Inc 2.88% |
| CONOCOPHILLIPS 6.77% | Microsoft Corp 2.79% |
| MARATHON PETROLEUM 4.68% | Charles Schwab Corp/The 2.75% |
| VALERO ENERGY CORP 4.62% | Lpl Financial Holdings Inc 2.73% |
| PHILLIPS 66 4.20% | Bristol-Myers Squibb Co 2.58% |
| WILLIAMS 3.60% | Nvidia Corp 2.58% |
| SLB 3.39% | Estee Lauder Cos Inc/The 2.52% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.
| IYE iShares U.S. Energy ETF | MOAT VanEck Morningstar Wide Moat ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | VanEck |
| What it is | U.S. Energy | Morningstar Wide Moat |
| Total return, 1 year | +48.8% | +11.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +31.3 pts | −6.2 pts |
| Expense ratio | 0.37% | 0.46% |
| Already in the S&P 500 | 89.0% | 91.6% |
| Holdings | 43 | 55 |
IYE in plain words
IYE is an index equity fund tracking the U.S. Energy. Over the year to Sep 11, 2026 it returned +48.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Sep 10, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 43 positions, with the top ten at 71.3%.
MOAT in plain words
MOAT is an index equity fund tracking the Morningstar Wide Moat. Over the year to Sep 11, 2026 it returned +11.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.46% a year. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 55 positions, with the top ten at 27.1%. It sat 5.7% below its high of Aug 27, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IYE or MOAT?
- In the year to Sep 13, 2026, with distributions reinvested, IYE returned +48.8% and MOAT returned +11.3%, so IYE returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IYE or MOAT?
- IYE charges 0.37% a year and MOAT charges 0.46%, so IYE is cheaper. Fees come from each fund's prospectus.
- How much do IYE and MOAT overlap with the S&P 500?
- By their latest filed holdings, 89% of IYE and 92% of MOAT by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IYE against MOAT, data as of Sep 13, 2026. https://etfiq.com/compare/any/iye-vs-moat Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources