JMOM vs MOAT: holdings overlap, shared companies and scores
As of September 11, 2026, JMOM and MOAT overlap 11.7% by weight. JPMorgan U.S. Momentum Factor ETF (JMOM): U.S. large- and mid-cap momentum stocks. VanEck Morningstar Wide Moat ETF (MOAT): U.S. wide-moat companies.
Updated September 11, 2026
How much do JMOM and MOAT overlap?
As of September 11, 2026, JMOM and MOAT overlap 11.7% by weight.
12% of JMOM is already inside MOAT.
23% of MOAT is already inside JMOM.
JMOM holds 285 companies and MOAT holds 55; 12 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score JMOM and MOAT?
As of September 11, 2026, ETF Copilot scores JMOM 6.8 out of 10 and MOAT 6.1 out of 10.
They differ most on Return: JMOM 8.3 and MOAT 5.2.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | JMOM | MOAT |
|---|---|---|
| Growth | 6.7 | 7.0 |
| Valuation | 5.0 | 4.8 |
| Risk | 6.3 | 6.9 |
| Quality | 7.0 | 6.4 |
| Return | 8.3 | 5.2 |
JMOM is the cheaper of the two at 0.12% a year
As of September 11, 2026, JMOM charges 0.12% a year, yields 1.23% and holds $2.7B in assets across 285 positions.
As of September 11, 2026, MOAT charges 0.46% a year, yields 1.31% and holds $11.8B in assets across 55 positions.
| Measure | JMOM | MOAT |
|---|---|---|
| Expense ratio | 0.12% | 0.46% |
| Dividend yield | 1.23% | 1.31% |
| Assets under management | $2.7B | $11.8B |
| Holdings | 285 | 55 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where JMOM and MOAT trade against their own history
JMOM trades at 25.5 times earnings, against its own median of 22.7, and is more expensive than 68% of its own 107 monthly readings since 2017.
MOAT trades at 23.9 times earnings, against its own median of 21.6, and is more expensive than 71% of its own 114 monthly readings since 2017.
What moved MOAT this week
MOAT fell 4.2% in the week to September 11, 2026. The holdings that moved it most were Guidewire Software (−30.5%), Tyler Technologies (−11.2%) and Veeva Systems (−7.7%); Entegris (+7.4%) pushed the other way.
What do JMOM and MOAT each hold?
What's inside JMOM: Tech 42%, Semiconductors 17%.
19% of JMOM is its ten largest holdings.
What's inside MOAT: Tech 31%, AI 12%.
27% of MOAT is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “JMOM vs MOAT holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/jmom-vs-moat
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