Data as of Oct 28, 2026.
IYW vs MOAT: Differences, Returns & Fees
Over the year to Oct 28, 2026, IYW returned +23.2% to MOAT's +10.3%; 16% of their weight is in the same names.
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Net assets on Oct 27, 2026: $25.0bn for iShares U.S. Technology ETF and $11.6bn for VanEck Morningstar Wide Moat ETF.
Pair scorecard
IYW costs 0.09 points a year less; their one-year returns differ by 12.9 points; IYW is 2.2 times larger.
| Measure | IYW | MOAT |
|---|---|---|
| Return | ||
| Total return, 1 year | +23.2% | +10.3% |
| Drawdown | ||
| Below its high | 5.5%, high on Oct 6, 2026 | 3.7%, high on Aug 27, 2026 |
| Benchmark | ||
| What it tracks | Russell 1000 Technology RIC 22 | Morningstar Wide Moat Focus Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.46% |
| Net assets, as of Oct 27, 2026 | $25.0bn | $11.6bn |
| Holdings | ||
| Holdings in common | 16% | |
| Top ten holdings, share of the fund | 65.1% | 26.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
May 4, 2012 to Oct 23, 2026 · 755 weekly returnsEach against its own benchmark: IYW against IWB, May 26, 2000 to Oct 23, 2026; MOAT against VOO, May 4, 2012 to Oct 23, 2026.
IYW returned more: +1,408.7% to +559.2%. MOAT swung less: 17.1% to 21.0%. MOAT fell less at its worst: −30.8% to −38.4%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | IYW | MOAT | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,408.7% | +559.2% | IYW | Price change plus distributions, reinvested. |
| Annualized | +20.6% | +13.9% | IYW | Total return as a yearly rate. |
| Price return | +1,257.5% | +453.0% | IYW | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.0% | 17.1% | MOAT | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.8% | 11.6% | MOAT | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −38.4% | −30.8% | MOAT | Deepest fall from a high to the low after it. |
| Upside capture | 146.1% | 98.2% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 116.0% | 100.0% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 1.19 | 0.98 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.70 | 0.81 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.91 | 0.74 | IYW | Return above Treasury bills per unit of volatility. |
| Sortino | 1.39 | 1.10 | IYW | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.088 | 0.130 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.54 | 0.45 | IYW | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | IWB | VOO | The ETF each fund is measured against. | |
| Alpha | +0.9% a year | −0.1% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.32 | −0.06 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −4.4% to +6.1% | −4.0% to +3.8% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.17 | −0.05 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 14.2% | 7.6% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 755 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IYW and MOAT hold 16% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
16% in common
Only in one fund ↓
Side by side
IYW and MOAT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IYW and MOAT do different jobs. What does each one do in a portfolio?
- What each follows. IYW follows Russell 1000 Technology RIC 22 and MOAT follows Morningstar Wide Moat Focus Index.
- Holdings in common. 16% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IYW returned +23.2% and MOAT +10.3% with distributions reinvested, a gap of 12.9 points.
Data as of Oct 28, 2026.
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IYW
IYW tracks an index of U.S. Technology. Over the year to Oct 28, 2026 it returned +23.2% with distributions reinvested, against +13.1% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 150 positions, with the top ten at 65.1%. It sat 5.5% below its high of Oct 6, 2026 on Oct 28, 2026.
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, IYW or MOAT?
- In the year to Oct 28, 2026, with distributions reinvested, IYW returned +23.2% and MOAT +10.3%.
- Which is cheaper, IYW or MOAT?
- IYW is cheaper, by 0.09 percentage points a year. That is about $9 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, IYW against MOAT, data as of Oct 28, 2026. https://etfiq.com/compare/any/iyw-vs-moat
ETFIQ. (Oct 28, 2026). IYW against MOAT. Retrieved from https://etfiq.com/compare/any/iyw-vs-moat
[IYW against MOAT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iyw-vs-moat)
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