Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
MOAT vs SDY: how they differ
MOAT and SDY hold 7% of their weight in the same names.
VanEck Morningstar Wide Moat ETF and State Street(R) SPDR(R) S&P(R) Dividend ETF.
What they hold in common
By the books each fund has filed, MOAT and SDY hold 7% of their money in the same securities at the same weight.
| Holding | MOAT | SDY |
|---|---|---|
| Kenvue Inc | 2.59% | 1.76% |
| PepsiCo Inc | 1.17% | 1.33% |
| NIKE Inc | 2.02% | 1.15% |
| McCormick & Co Inc/MD | 1.29% | 0.60% |
| Clorox Co/The | 2.21% | 0.58% |
| Jack Henry & Associates Inc | 1.33% | 0.49% |
| Northrop Grumman Corp | 1.15% | 0.47% |
| Microsoft Corp | 2.20% | 0.36% |
| Brown-Forman Corp | 2.49% | 0.20% |
| West Pharmaceutical Services Inc | 1.70% | 0.19% |
| Only in MOAT | Only in SDY |
|---|---|
| Masco Corp 2.96% | Verizon Communications Inc 2.15% |
| Airbnb Inc 2.56% | Realty Income Corp 2.14% |
| Palo Alto Networks Inc 2.51% | Kimberly-Clark Corp 1.75% |
| Charles Schwab Corp/The 2.45% | AbbVie Inc 1.63% |
| NVIDIA Corp 2.45% | QUALCOMM Inc 1.57% |
| Datadog Inc 2.44% | Texas Instruments Inc 1.56% |
| Bristol-Myers Squibb Co 2.43% | Target Corp 1.55% |
| Broadcom Inc 2.43% | Automatic Data Processing Inc 1.54% |
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.
| MOAT VanEck Morningstar Wide Moat ETF | SDY State Street(R) SPDR(R) S&P(R) Dividend ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | VanEck | State Street |
| What it is | Morningstar Wide Moat | SPDR S&P Dividend |
| Total return, 1 year | +11.3% | +11.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −6.2 pts | −6.5 pts |
| Expense ratio | 0.46% | 0.35% |
| Already in the S&P 500 | 91.6% | 84.6% |
| Holdings | 55 | 155 |
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.
SDY in plain words
SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, MOAT or SDY?
- In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and SDY returned +11.0%, so MOAT returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, MOAT or SDY?
- MOAT charges 0.46% a year and SDY charges 0.35%, so SDY is cheaper. Fees come from each fund's prospectus.
- How much do MOAT and SDY overlap with the S&P 500?
- By their latest filed holdings, 92% of MOAT and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 7% 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 SDY, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-SDY Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources