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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

MOAT vs VOE: how they differ

MOAT and VOE hold 3% of their weight in the same names, and VOE returned more over the year.

VanEck Morningstar Wide Moat ETF and Vanguard Mid-Cap Value Index Fund.

What they hold in common

By the books each fund has filed, MOAT and VOE hold 3% of their money in the same securities at the same weight.

Positions MOAT and VOE both hold, largest shared weight first
HoldingMOATVOE
Kenvue Inc2.59%0.64%
GE HealthCare Technologies Inc2.21%0.51%
Otis Worldwide Corp2.24%0.48%
Hershey Co/The1.22%0.45%
NIKE Inc2.02%0.43%
Constellation Brands Inc2.32%0.35%
Estee Lauder Cos Inc/The2.14%0.17%
Zimmer Biomet Holdings Inc2.30%0.14%
McCormick & Co Inc/MD1.29%0.11%
Tractor Supply Co1.28%0.07%
Largest positions each one holds and the other does not
Only in MOATOnly in VOE
Masco Corp 2.96%Cummins Inc 1.71%
Airbnb Inc 2.56%Valero Energy Corp 1.34%
Palo Alto Networks Inc 2.51%Marathon Petroleum Corp 1.29%
Brown-Forman Corp 2.49%CRH PLC 1.24%
Charles Schwab Corp/The 2.45%United Rentals Inc 1.23%
NVIDIA Corp 2.45%General Motors Co 1.21%
Datadog Inc 2.44%SLB Ltd 1.21%
Bristol-Myers Squibb Co 2.43%Simon Property Group Inc 1.20%

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 and VOE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
MOAT
VanEck Morningstar Wide Moat ETF
VOE
Vanguard Mid-Cap Value Index Fund
Where it sitsCore index fundCore index fund
IssuerVanEckVanguard
What it isMorningstar Wide MoatMid-Cap Value
Total return, 1 year+11.3%+20.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts+2.7 pts
Expense ratio0.46%0.05%
Already in the S&P 50091.6%96.6%
Holdings55170

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.

VOE in plain words

VOE is an index equity fund tracking the Mid-Cap Value. Over the year to Sep 11, 2026 it returned +20.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 12.7%.

Questions people ask

Which returned more over the last year, MOAT or VOE?
In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and VOE returned +20.2%, so VOE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MOAT or VOE?
MOAT charges 0.46% a year and VOE charges 0.05%, so VOE is cheaper. Fees come from each fund's prospectus.
How much do MOAT and VOE overlap with the S&P 500?
By their latest filed holdings, 92% of MOAT and 97% of VOE by weight is stocks the S&P 500 already holds. Between the two funds, 3% 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.

MOAT against VOE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, MOAT against VOE, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-VOE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources