Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
MOAT vs SPMO: how they differ
MOAT and SPMO hold 9% of their weight in the same names, and SPMO returned more over the year.
VanEck Morningstar Wide Moat ETF and Invesco S&P 500 Momentum ETF.
What they hold in common
By the books each fund has filed, MOAT and SPMO hold 9% of their money in the same securities at the same weight.
| Holding | MOAT | SPMO |
|---|---|---|
| NVIDIA Corp | 2.45% | 8.46% |
| Broadcom Inc | 2.43% | 7.58% |
| Applied Materials Inc | 2.34% | 1.77% |
| Amphenol Corp | 1.50% | 1.30% |
| Charles Schwab Corp/The | 2.45% | 0.55% |
| Northrop Grumman Corp | 1.15% | 0.35% |
| Hershey Co/The | 1.22% | 0.12% |
| Huntington Ingalls Industries Inc | 1.17% | 0.09% |
| Only in MOAT | Only in SPMO |
|---|---|
| Masco Corp 2.96% | Micron Technology, Inc. 10.72% |
| Kenvue Inc 2.59% | Alphabet Inc. 4.81% |
| Airbnb Inc 2.56% | Advanced Micro Devices, Inc. 4.14% |
| Palo Alto Networks Inc 2.51% | Johnson & Johnson 3.85% |
| Brown-Forman Corp 2.49% | Alphabet Inc. 3.81% |
| Datadog Inc 2.44% | Lam Research Corp. 3.54% |
| Bristol-Myers Squibb Co 2.43% | Intel Corp. 2.95% |
| Danaher Corp 2.41% | Exxon Mobil Corp. 2.78% |
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 | SPMO Invesco S&P 500 Momentum ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | VanEck | Invesco |
| What it is | Morningstar Wide Moat | S&P 500 Momentum |
| Total return, 1 year | +11.3% | +24.5% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −6.2 pts | +7.0 pts |
| Expense ratio | 0.46% | 0.13% |
| Already in the S&P 500 | 91.6% | 100.0% |
| Holdings | 55 | 99 |
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.
SPMO in plain words
SPMO is an index equity fund tracking the S&P 500 Momentum. Over the year to Sep 11, 2026 it returned +24.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.13% a year. By its holdings filed for May 31, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 52.6%. It sat 8.3% below its high of Jun 22, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, MOAT or SPMO?
- In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and SPMO returned +24.5%, so SPMO returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, MOAT or SPMO?
- MOAT charges 0.46% a year and SPMO charges 0.13%, so SPMO is cheaper. Fees come from each fund's prospectus.
- How much do MOAT and SPMO overlap with the S&P 500?
- By their latest filed holdings, 92% of MOAT and 100% of SPMO by weight is stocks the S&P 500 already holds. Between the two funds, 9% 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 SPMO, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-SPMO Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources