MOAT vs SCHV: Holdings Overlap
MOATVanEck Morningstar Wide Moat ETF
VanEck · 57 holdings · $12.2B · as of 2026-03-31
SCHVSchwab U.S. Large-Cap Value ETF
Schwab · 555 holdings · $16.1B · as of 2026-05-31
Holdings snapshots are 61 days apart (MOAT: 2026-03-31, SCHV: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are MOAT and SCHV?
VanEck Morningstar Wide Moat ETF (MOAT, by VanEck) holds 57 positions; Schwab U.S. Large-Cap Value ETF (SCHV, by Schwab) holds 555. They have 34 holdings in common, and by portfolio weight the two funds are 7.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 7.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 34MOAT holds 57 · SCHV holds 555
- Weight in Shared Holdings
- MOAT 63%·SCHV 8%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in MOAT
23 of 57 positions (36.7% of the fund) are not held by SCHV.
Sector Breakdown
| Sector | MOAT | SCHV |
|---|---|---|
| Information Technology | 25.5% | 21.3% |
| Industrials | 19.3% | 14.0% |
| Financials | 7.7% | 18.9% |
| Consumer Staples | 18.3% | 8.3% |
| Health Care | 18.1% | 10.8% |
| Other Sectors | 11.1% | 26.4% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| MOAT | +5.9% | +8.4% | +18.6% | +12.6% | +9.4% | +13.9% | 1.25% |
| SCHV | +1.5% | +18.8% | +27.7% | +17.6% | +10.9% | +11.4% | 1.75% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in MOAT vs SCHV →
Shared Holdings(34)
The top 10 shared positions account for 70% of the overlap, led by AMAT, ORCL and PEP.
 AMATApplied Materials Inc | 1.35% | 1.16% | 1.16% |
|---|---|---|---|
 ORCLOracle Corp | 0.90% | 1.24% | 0.90% |
 PEPPepsiCo Inc | 1.41% | 0.64% | 0.64% |
 BABoeing Co/The | 1.32% | 0.59% | 0.59% |
 SCHWCharles Schwab Corp/The | 1.34% | 0.47% | 0.47% |
 BMYBristol-Myers Squibb Co | 2.90% | 0.38% | 0.38% |
 BXBlackstone Inc | 1.40% | 0.28% | 0.28% |
 USBUS Bancorp | 1.34% | 0.28% | 0.28% |
 NXPINXP Semiconductors NV | 2.42% | 0.26% | 0.26% |
 UPSUnited Parcel Service Inc | 1.41% | 0.26% | 0.26% |
 MDLZMondelez International Inc | 2.74% | 0.25% | 0.25% |
 NOCNorthrop Grumman Corp | 1.67% | 0.24% | 0.24% |
 MSIMotorola Solutions Inc | 1.57% | 0.22% | 0.22% |
 NKENIKE Inc | 2.37% | 0.18% | 0.18% |
 CMGChipotle Mexican Grill Inc | 1.28% | 0.13% | 0.13% |
 AAgilent Technologies Inc | 1.31% | 0.12% | 0.12% |
 KVUEKenvue Inc | 2.67% | 0.11% | 0.11% |
 ZTSZoetis Inc | 2.62% | 0.11% | 0.11% |
 CPRTCopart Inc | 1.19% | 0.09% | 0.09% |
 HSYHershey Co/The | 1.55% | 0.09% | 0.09% |
 GEHCGE HealthCare Technologies Inc | 2.39% | 0.09% | 0.09% |
 OTISOtis Worldwide Corp | 2.40% | 0.09% | 0.09% |
 ELEstee Lauder Cos Inc/The | 1.97% | 0.07% | 0.07% |
 ENTGEntegris Inc | 1.34% | 0.07% | 0.07% |
 BRBroadridge Financial Solutions Inc | 2.15% | 0.06% | 0.06% |
Frequently Asked Questions
How much do MOAT and SCHV overlap?
MOAT and SCHV overlap by 7.5% of portfolio weight. They share 34 holdings (MOAT holds 57 positions and SCHV holds 555), based on each fund's latest SEC-reported holdings.
Is it redundant to own both MOAT and SCHV?
The two portfolios are 7.5% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of MOAT and SCHV?
The largest positions held by both funds are AMAT, ORCL, PEP, BA and SCHW. Together the top 10 shared positions account for 70% of the total overlap.
What does MOAT own that SCHV doesn't?
23 positions (36.7% of MOAT) are unique to MOAT, led by STZ, ABNB and FTNT. In the other direction, 521 positions (92.0% of SCHV) are unique to SCHV.