Fund comparison · from official SEC filings
MOAT vs MWMIX: how much do they overlap?
VanEck Morningstar Wide Moat ETF and VanEck Morningstar Wide Moat Fund
vs
MOAT and MWMIX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
MOAT
MWMIX
B
BMYBRISTOL-MYERS SQUIBB CO
2.90%
2.90%
M
MDLZMONDELEZ INTERNATIONAL INC-A
2.74%
2.74%
S
STZCONSTELLATION BRANDS INC-A
2.74%
2.73%
K
KVUEKENVUE INC
2.67%
2.66%
A
ABNBAIRBNB INC-CLASS A
2.64%
2.63%
Z
ZTSZOETIS INC
2.62%
2.62%
B
BF.BBROWN-FORMAN CORP-CLASS B
2.62%
2.61%
Z
ZBHZIMMER BIOMET HOLDINGS INC
2.62%
2.61%
F
FTNTFORTINET INC
2.62%
2.61%
C
CLXCLOROX COMPANY
2.61%
2.61%
M
MASMASCO CORP
2.54%
2.54%
N
NVDANVIDIA CORP
2.51%
2.50%
N
NXPINXP SEMICONDUCTORS NV
2.42%
2.41%
O
OTISOTIS WORLDWIDE CORP
2.40%
2.40%
D
DHRDANAHER CORP
2.39%
2.39%
G
GEHCGE HEALTHCARE TECHNOLOGY
2.39%
2.38%
L
LPLALPL FINANCIAL HOLDINGS INC
2.39%
2.38%
N
NKENIKE INC -CL B
2.38%
2.37%
T
TRUTRANSUNION
2.37%
2.36%
T
TYLTYLER TECHNOLOGIES INC
2.27%
2.26%
M
MSFTMICROSOFT CORP
2.22%
2.22%
B
BRBROADRIDGE FINANCIAL SOLUTIO
2.15%
2.14%
E
ELESTEE LAUDER COMPANIES-CL A
1.97%
1.97%
N
NOCNORTHROP GRUMMAN CORP
1.67%
1.66%
H
HIIHUNTINGTON INGALLS INDUSTRIE
1.61%
1.60%
Only in MOAT
?
—State Street Global Advisors
0.10%
Only in MWMIX
T
TRPXXINVESCO TREASURY-INST
0.33%
Hold MOAT and MWMIX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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14% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.