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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 XHB: how they differ

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

VanEck Morningstar Wide Moat ETF and State Street(R) SPDR(R) S&P(R) Homebuilders ETF.

What they hold in common

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

Positions MOAT and XHB both hold, largest shared weight first
HoldingMOATXHB
Masco Corp2.96%3.41%
Largest positions each one holds and the other does not
Only in MOATOnly in XHB
Kenvue Inc 2.59%Owens Corning 4.10%
Airbnb Inc 2.56%Advanced Drainage Systems Inc 3.60%
Palo Alto Networks Inc 2.51%KB Home 3.56%
Brown-Forman Corp 2.49%Builders FirstSource Inc 3.56%
Charles Schwab Corp/The 2.45%Meritage Homes Corp 3.53%
NVIDIA Corp 2.45%Toll Brothers Inc 3.52%
Datadog Inc 2.44%Installed Building Products Inc 3.49%
Bristol-Myers Squibb Co 2.43%PulteGroup Inc 3.44%

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 XHB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
MOAT
VanEck Morningstar Wide Moat ETF
XHB
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
Where it sitsCore index fundCore index fund
IssuerVanEckState Street
What it isMorningstar Wide MoatSPDR S&P Homebuilders
Total return, 1 year+11.3%−16.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts−34.1 pts
Expense ratio0.46%0.35%
Already in the S&P 50091.6%45.7%
Holdings5535

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.

XHB in plain words

XHB is an index equity fund tracking the SPDR S&P Homebuilders. Over the year to Sep 11, 2026 it returned −16.6% 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, 46% of the fund by weight is stocks the S&P 500 also holds, across 35 positions, with the top ten at 35.6%. It sat 20.6% below its high of Oct 18, 2024 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, MOAT or XHB?
In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and XHB returned −16.6%, so MOAT returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MOAT or XHB?
MOAT charges 0.46% a year and XHB charges 0.35%, so XHB is cheaper. Fees come from each fund's prospectus.
How much do MOAT and XHB overlap with the S&P 500?
By their latest filed holdings, 92% of MOAT and 46% of XHB 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 XHB, 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 XHB, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-XHB Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources