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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 XLG: how they differ

MOAT and XLG hold 11% of their weight in the same names, and XLG returned more over the year.

VanEck Morningstar Wide Moat ETF and Invesco S&P 500 Top 50 ETF.

What they hold in common

By the books each fund has filed, MOAT and XLG hold 11% of their money in the same securities at the same weight.

Positions MOAT and XLG both hold, largest shared weight first
HoldingMOATXLG
NVIDIA Corp2.45%13.10%
Broadcom Inc2.43%4.85%
Microsoft Corp2.20%8.18%
Amazon.com Inc1.33%6.99%
Meta Platforms Inc1.17%3.61%
PepsiCo Inc1.17%0.58%
Walt Disney Co/The1.19%0.50%
Largest positions each one holds and the other does not
Only in MOATOnly in XLG
Masco Corp 2.96%Apple Inc. 10.76%
Kenvue Inc 2.59%Alphabet Inc. 6.05%
Airbnb Inc 2.56%Alphabet Inc. 4.82%
Palo Alto Networks Inc 2.51%Tesla, Inc. 2.90%
Brown-Forman Corp 2.49%Berkshire Hathaway Inc. 2.35%
Charles Schwab Corp/The 2.45%JPMorgan Chase & Co. 2.28%
Datadog Inc 2.44%Eli Lilly and Co. 2.00%
Bristol-Myers Squibb Co 2.43%Exxon Mobil Corp. 1.74%

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 Apr 30, 2026 and Jun 30, 2026.

MOAT and XLG on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
MOAT
VanEck Morningstar Wide Moat ETF
XLG
Invesco S&P 500 Top 50 ETF
Where it sitsCore index fundCore index fund
IssuerVanEckInvesco
What it isMorningstar Wide MoatS&P 500 top 50
Total return, 1 year+11.3%+12.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−6.2 pts−5.3 pts
Expense ratio0.46%0.20%
Already in the S&P 50091.6%100.0%
Holdings5551

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.

XLG in plain words

XLG is an index equity fund tracking the S&P 500 top 50. Over the year to Sep 11, 2026 it returned +12.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.20% a year. By its holdings filed for Apr 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 51 positions, with the top ten at 63.6%.

Questions people ask

Which returned more over the last year, MOAT or XLG?
In the year to Sep 12, 2026, with distributions reinvested, MOAT returned +11.3% and XLG returned +12.2%, so XLG returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MOAT or XLG?
MOAT charges 0.46% a year and XLG charges 0.20%, so XLG is cheaper. Fees come from each fund's prospectus.
How much do MOAT and XLG overlap with the S&P 500?
By their latest filed holdings, 92% of MOAT and 100% of XLG by weight is stocks the S&P 500 already holds. Between the two funds, 11% 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 XLG, 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 XLG, data as of Sep 12, 2026. https://etfiq.com/compare/any/MOAT-XLG Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources