MOAT vs SCHB

AMOAT

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · MOAT $16,068

Lowest cost0.03%SCHB · $3 on $10k

Most income1.22%MOAT · $122 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common15.4%MOAT and SCHB

MOAT

SCHB

VanEck Morningstar Wide Moat ETF · $12.0BSchwab U.S. Broad Market ETF · $42.9B

+18.1%3 years · per year$16,483 · $18,100+21.9%

+9.9%5 years · per year$16,068 · $16,348+10.3%

0.46%Expense ratio$46 · $3 on $10k · lower wins0.03%

1.22%12-mo yield$122 · $109 on $10k1.09%

−12.4%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMOAT · SCHB

2.9%MSFT5.6%

2.1%NVDA6.5%

2.0%AVGO2.1%

2.4%META1.9%

Held in common15.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.22%	−2.6%	+11.0%	+16.0%	+18.1%	+9.9%	−12.4%	$12.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.22%	−2.6%	+11.0%	+16.0%	+18.1%	+9.9%	−12.4%	$12.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MOAT vs SCHB

MOAT

VanEck Morningstar Wide Moat

$16,068

SCHB

Schwab U.S. Broad Market

$16,348

MeasureMOATSCHB

Fee0.46%0.03%

Cost on $10k a year$46$3

Yield1.22%1.09%

5 years, per year+9.9%+10.3%

3 years, per year+18.1%+21.9%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y14.7%13.8%

5–1measures won
SCHB first

15.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MOAT, SCHB

Today

15.4%most shared, MOAT and SCHB

MOATSCHB

MOAT—15.4%

SCHB15.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

MOAT$122 − $46 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee