Data as of Oct 28, 2026.
MOAT vs SCHB: Differences, Returns & Fees
Over the year to Oct 28, 2026, MOAT returned +10.3% to SCHB's +13.4%; 16% of their weight is in the same names.
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Net assets: $11.6bn on Oct 27, 2026 for VanEck Morningstar Wide Moat ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.
Pair scorecard
SCHB costs 0.43 points a year less; their one-year returns differ by 3.1 points.
| Measure | MOAT | SCHB |
|---|---|---|
| Return | ||
| Total return, 1 year | +10.3% | +13.4% |
| Drawdown | ||
| Below its high | 3.7%, high on Aug 27, 2026 | |
| Benchmark | ||
| What it tracks | Morningstar Wide Moat Focus Index | Dow Jones U.S. Broad Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.46% | 0.03% |
| Net assets, MOAT as of Oct 27, 2026 and SCHB as of Aug 31, 2026 | $11.6bn | $44.6bn |
| Holdings | ||
| Holdings in common | 16% | |
| Top ten holdings, share of the fund | 26.5% | 33.7% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
May 4, 2012 to Oct 23, 2026 · 755 weekly returnsSCHB returned slightly more: +578.1% to +559.2%. SCHB swung slightly less: 16.1% to 17.1%. MOAT fell slightly less at its worst: −30.8% to −33.3%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | MOAT | SCHB | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +559.2% | +578.1% | SCHB (slight) | Price change plus distributions, reinvested. |
| Annualized | +13.9% | +14.1% | Tie | Total return as a yearly rate. |
| Price return | +453.0% | +430.9% | MOAT (slight) | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.1% | 16.1% | SCHB (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 11.6% | 11.2% | SCHB (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −30.8% | −33.3% | MOAT (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.74 | 0.79 | SCHB (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.10 | 1.14 | SCHB (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.45 | 0.42 | MOAT (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 755 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, MOAT and SCHB hold 16% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
16% in common
Only in one fund ↓
Side by side
MOAT and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
MOAT and SCHB do different jobs. What does each one do in a portfolio?
- What each follows. MOAT follows Morningstar Wide Moat Focus Index and SCHB follows Dow Jones U.S. Broad Stock Market Index.
- Holdings in common. 16% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 MOAT returned +10.3% and SCHB +13.4% with distributions reinvested, a gap of 3.1 points.
Data as of Oct 28, 2026.
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MOAT
MOAT tracks the Morningstar Wide Moat. Over the year to Oct 28, 2026 it returned +10.3% with distributions reinvested, against +13.7% 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 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 26.5%. It sat 3.7% below its high of Aug 27, 2026 on Oct 28, 2026.
SCHB
SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.
Questions people ask
- Which returned more over the last year, MOAT or SCHB?
- In the year to Oct 28, 2026, with distributions reinvested, MOAT returned +10.3% and SCHB +13.4%.
- Which is cheaper, MOAT or SCHB?
- SCHB is cheaper, by 0.43 percentage points a year. That is about $43 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. 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.
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ETFIQ, MOAT against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/moat-vs-schb
ETFIQ. (Oct 28, 2026). MOAT against SCHB. Retrieved from https://etfiq.com/compare/any/moat-vs-schb
[MOAT against SCHB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/moat-vs-schb)
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