Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
MOAT vs SCHX: how they differ
MOAT and SCHX hold 14% of their weight in the same names, and SCHX returned more over the year.
VanEck Morningstar Wide Moat ETF and Schwab U.S. Large-Cap ETF.
What they hold in common
By the books each fund has filed, MOAT and SCHX hold 14% of their money in the same securities at the same weight.
| Holding | MOAT | SCHX |
|---|---|---|
| NVIDIA Corp | 2.45% | 7.51% |
| Broadcom Inc | 2.43% | 3.10% |
| Microsoft Corp | 2.20% | 4.89% |
| Amazon.com Inc | 1.33% | 3.87% |
| Meta Platforms Inc | 1.17% | 2.02% |
| Applied Materials Inc | 2.34% | 0.52% |
| Palo Alto Networks Inc | 2.51% | 0.33% |
| PepsiCo Inc | 1.17% | 0.29% |
| Thermo Fisher Scientific Inc | 1.18% | 0.27% |
| Amphenol Corp | 1.50% | 0.27% |
| Walt Disney Co/The | 1.19% | 0.26% |
| Charles Schwab Corp/The | 2.45% | 0.21% |
| Only in MOAT | Only in SCHX |
|---|---|
| MercadoLibre Inc 1.28% | Apple Inc 6.71% |
| Alphabet Inc 3.24% | |
| Alphabet Inc 2.58% | |
| Tesla Inc 1.79% | |
| Micron Technology Inc 1.60% | |
| Eli Lilly & Co 1.28% | |
| Berkshire Hathaway Inc 1.27% | |
| Advanced Micro Devices Inc 1.23% |
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 | SCHX Schwab U.S. Large-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | VanEck | Schwab |
| What it is | Morningstar Wide Moat | U.S. Large-Cap |
| Total return, 1 year | +11.3% | +16.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −6.2 pts | −0.7 pts |
| Expense ratio | 0.46% | 0.03% |
| Already in the S&P 500 | 91.6% | 94.9% |
| Holdings | 55 | 748 |
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.
SCHX in plain words
SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% 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 748 positions, with the top ten at 37.3%.
Questions people ask
- Which returned more over the last year, MOAT or SCHX?
- In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and SCHX returned +16.8%, so SCHX returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, MOAT or SCHX?
- MOAT charges 0.46% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do MOAT and SCHX overlap with the S&P 500?
- By their latest filed holdings, 92% of MOAT and 95% of SCHX by weight is stocks the S&P 500 already holds. Between the two funds, 14% 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 SCHX, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-SCHX Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources