Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
MOAT vs SDY: how they differ
MOAT and SDY hold 0% of their weight in the same names.
VanEck Morningstar Wide Moat ETF and State Street(R) SPDR(R) S&P(R) Dividend ETF.
What they hold in common
By the books each fund has filed, MOAT and SDY hold 0% of their money in the same securities at the same weight.
| Only in MOAT | Only in SDY |
|---|---|
| Veeva Systems Inc 3.41% | VERIZON COMMUNICATIONS INC 3.33% |
| Airbnb Inc 2.88% | ACCENTURE PLC CL A 2.94% |
| Microsoft Corp 2.79% | REALTY INCOME CORP 2.12% |
| Charles Schwab Corp/The 2.75% | CHEVRON CORP 2.09% |
| Lpl Financial Holdings Inc 2.73% | PEPSICO INC 1.95% |
| Bristol-Myers Squibb Co 2.58% | MEDTRONIC PLC 1.82% |
| Nvidia Corp 2.58% | TARGET CORP 1.74% |
| Estee Lauder Cos Inc/The 2.52% | NIKE INC CL B 1.53% |
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 Sep 10, 2026.
| MOAT VanEck Morningstar Wide Moat ETF | SDY State Street(R) SPDR(R) S&P(R) Dividend ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | VanEck | State Street |
| What it is | Morningstar Wide Moat | SPDR S&P Dividend |
| Total return, 1 year | +11.3% | +11.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −6.2 pts | −6.5 pts |
| Expense ratio | 0.46% | 0.35% |
| Already in the S&P 500 | 91.6% | 84.6% |
| Holdings | 55 | 157 |
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 Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 55 positions, with the top ten at 27.1%. It sat 5.7% below its high of Aug 27, 2026 on Sep 11, 2026.
SDY in plain words
SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% 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 Sep 10, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 157 positions, with the top ten at 20.5%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, MOAT or SDY?
- In the year to Sep 13, 2026, with distributions reinvested, MOAT returned +11.3% and SDY returned +11.0%, so MOAT returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, MOAT or SDY?
- MOAT charges 0.46% a year and SDY charges 0.35%, so SDY is cheaper. Fees come from each fund's prospectus.
- How much do MOAT and SDY overlap with the S&P 500?
- By their latest filed holdings, 92% of MOAT and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.
Cite this page. ETFIQ, MOAT against SDY, data as of Sep 13, 2026. https://etfiq.com/compare/any/moat-vs-sdy Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources