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Fund comparison · from official SEC filings

MOTE vs SCHX: how much do they overlap?

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

Fund A

vs

Fund B

Holdings overlap

10%

of assets, by weight

Shared positions

54

of 54 / 750 holdings

MOTE expense ratio

0.50%

net, per year

SCHX expense ratio

0.03%

net, per year

Shared holdings

Company

MOTE

SCHX

M

MSFTMICROSOFT CORP

1.54%

4.89%

G

GOOGLALPHABET INC-CL A

2.49%

3.24%

E

ELESTEE LAUDER COMPANIES-CL A

2.84%

0.03%

D

DISWALT DISNEY CO/THE

2.82%

0.26%

A

ALLEALLEGION PLC

2.71%

0.02%

N

NKENIKE INC -CL B

2.70%

0.08%

N

NXPINXP SEMICONDUCTORS NV

2.63%

0.12%

T

TYLTYLER TECHNOLOGIES INC

2.59%

0.02%

P

PFEPFIZER INC

2.57%

0.22%

G

GEHCGE HEALTHCARE TECHNOLOGY

2.54%

0.04%

T

TRUTRANSUNION

2.46%

0.02%

P

PEPPEPSICO INC

2.44%

0.29%

Z

ZBHZIMMER BIOMET HOLDINGS INC

2.41%

0.02%

D

DHRDANAHER CORP

2.39%

0.17%

M

MASMASCO CORP

2.38%

0.02%

M

MRKMERCK & CO. INC.

2.34%

0.43%

I

IFFINTL FLAVORS & FRAGRANCES

2.32%

0.03%

T

TERTERADYNE INC

2.31%

0.09%

B

BIOBIO-RAD LABORATORIES-A

2.29%

0.01%

T

TMOTHERMO FISHER SCIENTIFIC INC

2.28%

0.27%

C

CLXCLOROX COMPANY

2.19%

0.02%

W

WSTWEST PHARMACEUTICAL SERVICES

2.18%

0.03%

E

ETSYETSY INC

2.16%

0.01%

A

ADBEADOBE INC

2.14%

0.16%

S

STZCONSTELLATION BRANDS INC-A

2.13%

0.03%

Only in MOTE

Nothing exclusive.

Only in SCHX

N

NVDANVIDIA CORP

7.50%

A

AAPLAPPLE INC

6.70%

A

AMZNAMAZON.COM INC

3.87%

A

AVGOBROADCOM INC

3.10%

G

GOOGALPHABET INC-CL C

2.57%

M

METAMETA PLATFORMS INC-CLASS A

2.02%

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%

O

ORCLORACLE CORP

0.56%

N

NFLXNETFLIX INC

0.53%

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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.