ETF comparison
MOAT vs SCHD
Quality Factor vs Dividend.
VanEck Morningstar Wide Moat ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
5 positions appear in both funds. Buying equal dollars of MOAT and SCHD would leave roughly 6.1% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 40 bps cheaper than MOAT. On a $100,000 position that's about $400/yr more in fees for MOAT.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with MOAT vs SCHD.
Top shared holdings
5 shared in total| # | Holding | In MOAT | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Bristol-Myers Squibb Co | 2.43% | 2.93% | 2.43% |
| 2 | Blackstone Inc | 1.28% | 2.20% | 1.28% |
| 3 | PepsiCo Inc | 1.17% | 3.44% | 1.17% |
| 4 | Hershey Co/The | 1.22% | 0.72% | 0.72% |
| 5 | Broadridge Financial Solutions Inc | 2.00% | 0.45% | 0.45% |
Only in MOAT
50 total- Masco Corp 2.96%
- Kenvue Inc 2.59%
- Airbnb Inc 2.56%
- Palo Alto Networks Inc 2.51%
- Brown-Forman Corp 2.49%
- NVIDIA Corp 2.45%
- Charles Schwab Corp/The 2.45%
- Datadog Inc 2.44%
- Broadcom Inc 2.43%
- Danaher Corp 2.41%
Only in SCHD
94 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with MOAT
- MOAT vs VTV · Vanguard Morningstar Value ETF 5.8%
- MOAT vs VFLO · Victoryshares Free Cash Flow ETF 5.8%
- MOAT vs SPHQ · Invesco S&P 500 Quality ETF 5.7%
- MOAT vs VB · Vanguard Morningstar Small-Cap ETF 2.1%
- MOAT vs IJH · iShares Core S&P Mid-Cap ETF 1.4%
- MOAT vs IJR · iShares Core S&P Small-Cap ETF 0.2%
More comparisons with SCHD
- SCHD vs ACWV · iShares MSCI Global Min Vol Factor ETF 6.0%
- SCHD vs IWR · iShares Russell Mid-Cap ETF 5.5%
- SCHD vs RDVY · First Trust Rising Dividend Achievers ETF 5.3%
- SCHD vs QQQM · Invesco NASDAQ 100 ETF 5.2%
- SCHD vs QQQ · Invesco QQQ Trust 4.8%
- SCHD vs DON · WisdomTree U.S. MidCap Dividend Fund 4.6%
Percentages are holdings overlap with the named fund.
Open MOAT or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.