ETF comparison

MOATvsSPYM

Quality Factor vs US Large Cap.

VanEck Morningstar Wide Moat ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
14.7%

49 positions appear in both funds. Buying equal dollars of MOAT and SPYM would leave roughly14.7%of each dollar exposed to the same underlying securities.

MOAT only 85.3%Shared 14.7%SPYM only 85.2%
In MOAT only
7 positions
Shared
49 positions
In SPYM only
458 positions

Side by side

MOAT

VanEck Morningstar Wide Moat ETF

VanEck · Quality Factor

75composite / 100
Expense ratio
0.46%
Net assets
$12.38B
TTM yield
1.30%
Top-10 conc.
25.3%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91composite / 100
Expense ratio
0.020%
Net assets
$171.26B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

54
Cost
98
85
Tax efficiency
88
100
Liquidity
100
78
Concentration
62
Tracking quality
MOATsub-scoreSPYM

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SPYM is 44 bps cheaper than MOAT. On a $100,000 position that's about $440/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 thecost calculator pre-filled with MOAT vs SPYM.

Top shared holdings

49 shared in total
#HoldingIn MOATIn SPYMOverlap
1NVIDIA Corp2.45%7.51%2.45%
2Broadcom Inc2.43%2.77%2.43%
3Microsoft Corp2.20%4.29%2.20%
4Amazon.com Inc1.33%3.62%1.33%
5Meta Platforms Inc1.17%1.92%1.17%
6Applied Materials Inc2.34%0.89%0.89%
7Palo Alto Networks Inc2.51%0.43%0.43%
8Amphenol Corp1.50%0.34%0.34%
9Thermo Fisher Scientific Inc1.18%0.29%0.29%
10PepsiCo Inc1.17%0.29%0.29%
11Walt Disney Co/The1.19%0.26%0.26%
12Charles Schwab Corp/The2.45%0.23%0.23%

Only in MOAT

7 total
  • LPL Financial Holdings Inc2.30%
  • Entegris Inc1.73%
  • MercadoLibre Inc1.28%
  • Guidewire Software Inc1.18%
  • TransUnion1.16%
  • MarketAxess Holdings Inc0.74%
  • State Street Global Advisors0.01%

Only in SPYM

458 total
  • Apple Inc6.59%
  • Alphabet Inc3.25%
  • Alphabet Inc2.59%
  • Micron Technology Inc2.02%
  • Tesla Inc1.83%
  • Eli Lilly & Co1.47%
  • Advanced Micro Devices Inc1.47%
  • Berkshire Hathaway Inc1.42%
  • JPMorgan Chase & Co1.36%
  • Intel Corp1.02%

Open MOAT or SPYM 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 methodologyand 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.