MOAT vs PRFZ: Differences, Returns & Fees
MOAT and PRFZ hold 0% of their weight in the same names, and PRFZ returned +16.1% over the year. Net assets: $11.6bn on Oct 19, 2026 for VanEck Morningstar Wide Moat ETF, and $2.6bn on Oct 20, 2026 for Invesco RAFI US 1500 Small-Mid ETF.
PRFZ costs 0.10 points a year less; their one-year returns differ by 4.5 points; MOAT is 4.5 times larger.
| MOAT | PRFZ | |
|---|---|---|
| Expense ratio | 0.46% | 0.36% |
| Net assets | $11.8bn | $2.6bn |
| Total return, 1 year | +11.6% | +16.1% |
| What it tracks | Morningstar Wide Moat Focus Index | RAFI Fundamental Select US 1500 Index |
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 26.6% | 4.0% |
| Below its high | 6.9%, high on Aug 14, 2026 | |
Holdings in common uses holdings dated Oct 19, 2026.
MOAT and PRFZ are built for the same job. How do they differ in cost, holdings and results?
- What each follows. MOAT follows Morningstar Wide Moat Focus Index and PRFZ follows RAFI Fundamental Select US 1500 Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 19, 2026).
- One-year total return. Over 1 year to Oct 20, 2026 MOAT returned +11.6% and PRFZ +16.1% with distributions reinvested, a gap of 4.5 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, MOAT and PRFZ hold 0% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
0% in common
On the same fields
MOAT and PRFZ on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About MOAT
MOAT tracks the Morningstar Wide Moat. Over the year to Oct 20, 2026 it returned +11.6% with distributions reinvested, against +15.9% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.46% a year. By its holdings published by its issuer for Oct 19, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 26.6%.
About PRFZ
PRFZ tracks an index. The prospectus expense ratio is 0.36% a year. By its holdings published by its issuer for Oct 19, 2026, 2% of the fund by weight is stocks the S&P 500 also holds, across 1,491 positions, with the top ten at 4.0%. It sat 6.9% below its high of Aug 14, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +16.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
Questions people ask
- Which returned more over the last year, MOAT or PRFZ?
- In the year to Oct 20, 2026, with distributions reinvested, MOAT returned +11.6% and PRFZ +16.1%.
- Which is cheaper, MOAT or PRFZ?
- PRFZ is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, MOAT against PRFZ, data as of Oct 20, 2026. https://etfiq.com/compare/any/moat-vs-prfz
ETFIQ. (Oct 20, 2026). MOAT against PRFZ. Retrieved from https://etfiq.com/compare/any/moat-vs-prfz
[MOAT against PRFZ (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/moat-vs-prfz)
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