Data as of Oct 28, 2026.

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MOAT vs SCHH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, MOAT returned +10.3% to SCHH's +8.7%; 0% 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 $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.

At a glance
+10.3%
MOAT total return, 1 year
+8.7%
SCHH total return, 1 year
0.46%
MOAT expense ratio
0.07%
SCHH expense ratio

Pair scorecard

SCHH costs 0.39 points a year less; their one-year returns differ by 1.6 points.

MOAT vs SCHH: Differences, Returns & Fees
MeasureMOATSCHH
Return
Total return, 1 year+10.3%+8.7%
Drawdown
Below its high3.7%, high on Aug 27, 20268.5%, high on Jul 24, 2026
Benchmark
What it tracksMorningstar Wide Moat Focus IndexUS REIT
Cost and size
Expense ratio0.46%0.07%
Net assets, MOAT as of Oct 27, 2026 and SCHH as of Aug 31, 2026$11.6bn$11.2bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund26.5%51.6%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, MOAT and SCHH hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first MOAT SCHH
Only in one fund ↓
Only in MOAT
Danaher Corp 2.85%
Microsoft Corp 2.81%
Estee Lauder Cos Inc 2.78%
Tyler Technologies Inc 2.73%
Broadridge Financial Solutions Inc 2.65%
Brown-Forman Corp 2.57%
Kenvue Inc 2.57%
Ge Healthcare Technologies Inc 2.55%
Only in SCHH
Welltower Inc 11.05%
Prologis Inc 8.79%
Simon Property Group Inc 4.59%
Digital Realty Trust Inc 4.54%
Equinix Inc 4.27%
American Tower Corp 4.24%
Realty Income Corp 4.02%
Public Storage 3.62%
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Side by side

MOAT VanEck Morningstar Wide Moat ETF SCHH Schwab U.S. REIT ETF
Where it sits Stock ETF Stock ETF
Issuer VanEck Schwab
What it is Tracks the Morningstar Wide Moat Tracks an index of US REIT
Total return, 1 year +10.3% +8.7%
Its benchmark over the same days +13.7% (VOO) not measured
Gap to its benchmark −3.4 pts vs VOO not measured
Expense ratio 0.46% 0.07%
Already in the S&P 500 91.6% 73.9%
Holdings 54 117
Net assets, MOAT as of Oct 27, 2026 and SCHH as of Aug 31, 2026 $11.6bn $11.2bn

MOAT and SCHH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
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.

SCHH

SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, MOAT or SCHH?
In the year to Oct 28, 2026, with distributions reinvested, MOAT returned +10.3% and SCHH +8.7%.
Which is cheaper, MOAT or SCHH?
SCHH is cheaper, by 0.39 percentage points a year. That is about $39 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MOAT and SCHH overlap with the S&P 500?
By their latest filed holdings, 92% of MOAT and 74% of SCHH by weight is stocks the S&P 500 already holds.
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ETFIQ, MOAT against SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/moat-vs-schh

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