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Fund comparison · from official SEC filings

MOAT vs SCHX: how much do they overlap?

VanEck Morningstar Wide Moat ETF and Schwab U.S. Large-Cap ETF

Fund A

vs

Fund B

Holdings overlap

14%

of assets, by weight

Shared positions

57

of 58 / 750 holdings

MOAT expense ratio

0.46%

net, per year

SCHX expense ratio

0.03%

net, per year

Shared holdings

Company

MOAT

SCHX

N

NVDANVIDIA CORP

2.51%

7.50%

M

MSFTMICROSOFT CORP

2.22%

4.89%

A

AMZNAMAZON.COM INC

1.31%

3.87%

A

AVGOBROADCOM INC

1.20%

3.10%

B

BMYBRISTOL-MYERS SQUIBB CO

2.90%

0.17%

M

MDLZMONDELEZ INTERNATIONAL INC-A

2.74%

0.11%

S

STZCONSTELLATION BRANDS INC-A

2.74%

0.03%

K

KVUEKENVUE INC

2.67%

0.05%

A

ABNBAIRBNB INC-CLASS A

2.64%

0.08%

Z

ZTSZOETIS INC

2.62%

0.05%

B

BF.BBROWN-FORMAN CORP-CLASS B

2.62%

0.01%

Z

ZBHZIMMER BIOMET HOLDINGS INC

2.62%

0.02%

F

FTNTFORTINET INC

2.62%

0.13%

C

CLXCLOROX COMPANY

2.61%

0.02%

M

MASMASCO CORP

2.54%

0.02%

N

NXPINXP SEMICONDUCTORS NV

2.42%

0.12%

O

OTISOTIS WORLDWIDE CORP

2.40%

0.04%

D

DHRDANAHER CORP

2.39%

0.17%

G

GEHCGE HEALTHCARE TECHNOLOGY

2.39%

0.04%

L

LPLALPL FINANCIAL HOLDINGS INC

2.39%

0.03%

N

NKENIKE INC -CL B

2.38%

0.08%

T

TRUTRANSUNION

2.37%

0.02%

T

TYLTYLER TECHNOLOGIES INC

2.27%

0.02%

B

BRBROADRIDGE FINANCIAL SOLUTIO

2.15%

0.03%

M

METAMETA PLATFORMS INC-CLASS A

1.14%

2.02%

Only in MOAT

?

—State Street Global Advisors

0.10%

Only in SCHX

A

AAPLAPPLE INC

6.70%

G

GOOGLALPHABET INC-CL A

3.24%

G

GOOGALPHABET INC-CL C

2.57%

T

TSLATESLA INC

1.79%

M

MUMICRON TECHNOLOGY INC

1.60%

L

LLYELI LILLY & CO

1.28%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.27%

A

AMDADVANCED MICRO DEVICES

1.23%

J

JPMJPMORGAN CHASE & CO

1.18%

E

EXMOCEXXON MOBIL CORP

0.89%

V

VVISA INC-CLASS A SHARES

0.80%

J

JNJJOHNSON & JOHNSON

0.79%

I

INTCINTEL CORP

0.79%

W

WMTWALMART INC

0.74%

C

CSCOCISCO SYSTEMS INC

0.70%

C

COSTCOSTCO WHOLESALE CORP

0.62%

C

CATCATERPILLAR INC

0.60%

M

MAMASTERCARD INC - A

0.59%

L

LRCXLAM RESEARCH CORP

0.58%

A

ABBVABBVIE INC

0.56%

N

NFLXNETFLIX INC

0.53%

P

PLTRPALANTIR TECHNOLOGIES INC-A

0.52%

U

UNHUNITEDHEALTH GROUP INC

0.50%

B

BACBANK OF AMERICA CORP

0.50%

C

CVXCHEVRON CORP

0.50%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.