IVV vs MOAT
IVV vs MOAT
iShares Core S&P 500 ETF vs VanEck Morningstar Wide Moat ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MOAT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.46% | |
| AUM | $865.2B | $11.7B | |
| Dividend Yield | 1.09% | 1.35% | |
| Holdings | 508 | 59 | |
| YTD Return | +13.13% | +6.87% | |
| 1Y Return | +22.90% | +15.34% | |
| 3Y Return (annualized) | +21.08% | +11.53% | |
| 5Y Return (annualized) | +13.27% | +8.79% | |
| Volatility (annualized) | 15.1% | 154573.1% | |
| Max Drawdown | -56.5% | -96.0% | |
| Fund Family | iShares by BlackRock (US) | VanEck | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 24, 2012 |
IVV vs MOAT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and VanEck Morningstar Wide Moat ETF (MOAT) is a ETF from VanEck. Over the past year IVV returned +22.90% while MOAT returned +15.34%. Year to date, IVV is up 13.13% versus a gain of 6.87% for MOAT.
Over three years, IVV compounded at +21.08% per year against +11.53% for MOAT; over five years the annualized figures are +13.27% and +8.79% respectively. Across the full 19-year window we track, MOAT has the edge at +52.32% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOAT has been the more volatile fund, with annualized monthly volatility of 154573.1% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -96.0% for MOAT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.02. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while MOAT charges 0.46%. On a $10,000 position that is $3 vs $46 annually, a gap of $43 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.35% for MOAT.
Holdings Overlap
IVV and MOAT share 48 holdings out of 512 unique holdings combined, representing a 14.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in MOAT | Difference |
|---|---|---|---|
| NVDA | 7.76% | 2.56% | 5.20% |
| MSFT | 4.57% | 2.25% | 2.32% |
| AVGO | 2.83% | 2.52% | 0.31% |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| SCHW | Pro | Pro | Pro |
| PANW | Pro | Pro | Pro |
| MAS | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| KVUE | Pro | Pro | Pro |
See all 10 holdings IVV shares with MOAT Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or MOAT?
IVV has an expense ratio of 0.03% while MOAT charges 0.46%. IVV is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, IVV or MOAT?
Over the past year IVV returned +22.90% vs +15.34% for MOAT, so IVV leads on 1-year performance. Over the longest common window we track (19 years), IVV annualized +7.02% vs +52.32% for MOAT. Past performance does not guarantee future results.
Which is riskier, IVV or MOAT?
MOAT has been the more volatile fund at 154573.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MOAT -96.0%.
Should I hold both IVV and MOAT?
IVV and MOAT have a monthly-return correlation of -0.02, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MOAT?
IVV and MOAT share 48 common holdings with a 14.8% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, IVV or MOAT?
IVV yields 1.09% while MOAT yields 1.35%, so MOAT currently pays the higher dividend yield.
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