Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
MOAT vs SCHG: how they differ
MOAT and SCHG hold 13% of their weight in the same names, and SCHG returned more over the year.
VanEck Morningstar Wide Moat ETF and Schwab U.S. Large-Cap Growth ETF.
What they hold in common
By the books each fund has filed, MOAT and SCHG hold 13% of their money in the same securities at the same weight.
| Holding | MOAT | SCHG |
|---|---|---|
| NVIDIA Corp | 2.45% | 11.02% |
| Broadcom Inc | 2.43% | 4.55% |
| Microsoft Corp | 2.20% | 7.18% |
| Amazon.com Inc | 1.33% | 5.68% |
| Meta Platforms Inc | 1.17% | 3.46% |
| Palo Alto Networks Inc | 2.51% | 0.80% |
| Thermo Fisher Scientific Inc | 1.18% | 0.65% |
| Walt Disney Co/The | 1.19% | 0.63% |
| Danaher Corp | 2.41% | 0.40% |
| Fortinet Inc | 2.21% | 0.30% |
| Datadog Inc | 2.44% | 0.28% |
| Airbnb Inc | 2.56% | 0.20% |
| Only in MOAT | Only in SCHG |
|---|---|
| Masco Corp 2.96% | Apple Inc 9.84% |
| Kenvue Inc 2.59% | Alphabet Inc 4.76% |
| Brown-Forman Corp 2.49% | Tesla Inc 3.92% |
| Charles Schwab Corp/The 2.45% | Alphabet Inc 3.78% |
| Bristol-Myers Squibb Co 2.43% | Eli Lilly & Co 3.06% |
| Applied Materials Inc 2.34% | Advanced Micro Devices Inc 2.94% |
| Mondelez International Inc 2.34% | Visa Inc 1.92% |
| Zimmer Biomet Holdings Inc 2.30% | Costco Wholesale Corp 1.48% |
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 Jun 30, 2026 and May 31, 2026.
| MOAT VanEck Morningstar Wide Moat ETF | SCHG Schwab U.S. Large-Cap Growth ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | VanEck | Schwab |
| What it is | Morningstar Wide Moat | U.S. Large-Cap Growth |
| Total return, 1 year | +11.3% | +12.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −6.2 pts | −4.8 pts |
| Expense ratio | 0.46% | 0.04% |
| Already in the S&P 500 | 91.6% | 95.4% |
| Holdings | 55 | 193 |
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 Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 55 positions, with the top ten at 25.3%. It sat 5.7% below its high of Aug 27, 2026 on Sep 11, 2026.
SCHG in plain words
SCHG is an index equity fund tracking the U.S. Large-Cap Growth. Over the year to Sep 11, 2026 it returned +12.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%.
Questions people ask
- Which returned more over the last year, MOAT or SCHG?
- In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and SCHG returned +12.7%, so SCHG returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, MOAT or SCHG?
- MOAT charges 0.46% a year and SCHG charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.
- How much do MOAT and SCHG overlap with the S&P 500?
- By their latest filed holdings, 92% of MOAT and 95% of SCHG by weight is stocks the S&P 500 already holds. Between the two funds, 13% of their books are the same securities at the same weight.
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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, MOAT against SCHG, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-SCHG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources