Data as of Nov 4, 2026.
MOAT vs SMMD: Differences, Returns & Fees
Over the year to Nov 4, 2026, MOAT returned +19.0% to SMMD's +22.4%; 1% of their weight is in the same names.
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Net assets on Nov 3, 2026: $11.9bn for VanEck Morningstar Wide Moat ETF and $4.2bn for iShares Russell 2500 ETF.
Pair scorecard
SMMD costs 0.31 points a year less; their one-year returns differ by 3.4 points; MOAT is 2.8 times larger.
| Measure | MOAT | SMMD |
|---|---|---|
| Return | ||
| Total return, 1 year | +19.0% | +22.4% |
| Drawdown | ||
| Below its high | 5.3%, high on Aug 14, 2026 | |
| Benchmark | ||
| What it tracks | Morningstar Wide Moat Focus Index | Russell 2500 Index |
| Cost and size | ||
| Expense ratio | 0.46% | 0.15% |
| Net assets, as of Nov 3, 2026 | $11.9bn | $4.2bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 27.4% | 43.4% |
What they share
By the books each fund has filed, MOAT and SMMD hold 1% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.
half
1% in common
Only in one fund ↓
Side by side
MOAT and SMMD on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.
Client brief:
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MOAT
MOAT tracks the Morningstar Wide Moat. Over the year to Nov 4, 2026 it returned +19.0% with distributions reinvested, against +14.8% 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 Nov 3, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 27.4%.
Over the year to Nov 4, 2026 it returned +22.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.
SMMD tracks an index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 10% of the fund by weight is stocks the S&P 500 also holds, across 516 positions, with the top ten at 43.4%. It sat 5.3% below its high of Aug 14, 2026 on Nov 4, 2026.
Questions people ask
- Which returned more over the last year, MOAT or SMMD?
- In the year to Nov 4, 2026, with distributions reinvested, MOAT returned +19.0% and SMMD +22.4%.
- Which is cheaper, MOAT or SMMD?
- SMMD is cheaper, by 0.31 percentage points a year. That is about $31 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 SMMD, data as of Nov 4, 2026. https://etfiq.com/compare/any/moat-vs-smmd
ETFIQ. (Nov 4, 2026). MOAT against SMMD. Retrieved from https://etfiq.com/compare/any/moat-vs-smmd
[MOAT against SMMD (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/any/moat-vs-smmd)
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