MOAT vs SCHD

MOAT vs SCHD

Which is better, MOAT or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. MOAT led over the full window, SCHD over 1Y, 3Y and 5Y. MOAT is less concentrated, with 27.1% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: MOAT

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMOATSCHD
Expense Ratio0.46%0.06%Best
AUM$11.9B$112.1B
Dividend Yield1.23%3.00%
Holdings56103
YTD Return+6.18%+25.88%Best
1Y Return+12.73%+30.22%Best
3Y Return (annualized)+12.73%+16.05%Best
5Y Return (annualized)+8.98%+10.17%Best
Volatility (annualized)15.9%13.6%Best
Max Drawdown-33.3%Best-33.4%
$10,000 over 5 years$15,372$16,230Best
Top 10 Weight27.1%Best41.8%
Fund FamilyVanEckCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 24, 2012Oct 20, 2011

Volatility and max drawdown are measured over the window both funds cover: Apr 25, 2012 to Sep 14, 2026 (14.9 years).

MOAT vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14.9 years both funds cover.

MOAT vs SCHD Performance

VanEck Morningstar Wide Moat ETF (MOAT) is an ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year MOAT returned +12.73% while SCHD returned +30.22%. Year to date, MOAT is up 6.18% versus a gain of 25.88% for SCHD.

Over three years, MOAT compounded at +12.73% per year against +16.05% for SCHD; over five years the annualized figures are +8.98% and +10.17% respectively. Across the full 14-year window we track, MOAT has the edge at +13.70% annualized vs +11.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MOAT has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.3% for MOAT and -33.4% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.02. They move largely independently of each other.

Fees and Cost Over Time

MOAT charges 0.46% per year while SCHD charges 0.06%. On a $10,000 position that is $46 vs $6 annually, a gap of $40 per year that compounds over a long holding period. On income, MOAT currently yields 1.23% against 3.00% for SCHD.

Holdings Overlap

MOAT already in SCHD8.6%
SCHD already in MOAT10.7%

8.6% of MOAT's money is in holdings SCHD also owns. 10.7% of SCHD's money is in holdings MOAT also owns.

SCHD and MOAT share little of their money.

5 positions in common, counted across the 55 positions we hold weights for in MOAT and 100 in SCHD, against full books of 56 and 103.

What only one of them owns

Measured across the 55 and 100 positions we hold weights for.

SCHD holds 94 positions MOAT does not, 89.2% of the fund.

Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%

Top Shared Holdings

StockWeight in MOATWeight in SCHDDifference
BMYBristol-Myers Squibb Co.2.60%3.33%0.73%
PEPPepsico Inc.1.12%3.64%2.52%
BXBlackstone Group Inc. Class A1.37%2.59%1.22%
BRBroadridge Financial Solutions, Inc.2.42%0.51%1.91%
HSYHershey Co.1.12%0.64%0.48%

You are not choosing between two funds in isolation.

Whichever of MOAT and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MOATSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MOAT or SCHD?

MOAT has an expense ratio of 0.46% while SCHD charges 0.06%. SCHD is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, MOAT or SCHD?

Over the past year MOAT returned +12.73% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (14 years), MOAT annualized +13.70% vs +11.41% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MOAT or SCHD?

MOAT has been the more volatile fund at 15.9% annualized versus 13.6% for SCHD. Worst drawdown: MOAT -33.3% vs SCHD -33.4%.

Should I hold both MOAT and SCHD?

MOAT and SCHD have a monthly-return correlation of -0.02, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between MOAT and SCHD?

10.7% of SCHD's money is in holdings MOAT also owns. 10.7% of SCHD's is in holdings MOAT also owns. They hold 5 positions in common, counted across the 55 positions we hold weights for in MOAT and 100 in SCHD.

Which pays a higher dividend, MOAT or SCHD?

MOAT yields 1.23% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than MOAT?

SCHD has a lower expense ratio. MOAT led over the full window, SCHD over 1Y, 3Y and 5Y. MOAT is less concentrated, with 27.1% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.