MOATvsCHGXETF Comparison
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VanEck Morningstar Wide Moat ETF (MOAT) belongs to the US Multi-Factor segment. Stance Sustainable Beta ETF (CHGX) is part of the US Large Cap segment. MOAT's top 3 sector exposures are Technology, Consumer Non-Cyclicals and Healthcare. In contrast, CHGX's top sector exposures are Technology, Finance and Healthcare. MOAT is less expensive with a Total Expense Ratio (TER) of 0.46%, versus 0.49% for CHGX. MOAT is up 7.51% year-to-date (YTD) with -$1.56B in YTD flows. CHGX performs better with 23.13% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of MOAT and CHGX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MOAT vs CHGX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MOAT CHGX | +4.89%+1.64% | +11.40%+9.47% | +7.51%+23.13% | +16.49%+28.71% | +41.42%n/a | +56.06%n/a |
| Flows | MOAT CHGX | -$206M-$4M | -$762M+$7M | -$1.56B+$5M | -$2.18B+$6M | -$2.61B- | +$1.01B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MOAT CHGX | +14.38%+16.34% | +13.98%+14.66% | +15.62%n/a | +18.30%n/a |
| Max drawdown | MOAT CHGX | -3.66%-4.91% | -12.41%-8.53% | -21.39%n/a | -23.94%n/a |
| Max drawdown duration | MOAT CHGX | 29d62d | 193d43d | 226dn/a | 571dn/a |
Trading data
MOAT | CHGX | |
Last sale 8/5/2026 at 1:30 PM | $111.31 | $33.50 |
| Previous close 08/05/2026 | $111.20 | $33.58 |
| Consolidated volume 08/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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MOAT | CHGX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/5/2026 at 1:30 PM
Live
Closed
MOAT | CHGX | |
|---|---|---|
| Last price | $111.31 | $33.50 |
| 1D performance | +0.10% | -0.22% |
| AuM | $12.17 B | $175.87 M |
| E/R | 0.46% | 0.49% |
Characteristics
MOAT | CHGX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | VanEck | Stance Capital |
| Benchmark | Morningstar Wide Moat Focus Index | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| N° of holdings | 55 | 100 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 24, 2012 | November 14, 2024 |
| ESG | No | Yes |
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Exposure
Countries
MOAT
USA
97.11%
Other
2.89%
CHGX
USA
97.23%
Other
2.77%
Sectors
MOAT
Technology
24.53%
Consumer Non-Cycl.
23.34%
Healthcare
17.85%
Finance
12.66%
Business Services
7.68%
Other
13.93%
CHGX
Technology
37.12%
Finance
17.95%
Healthcare
10.42%
Consumer Non-Cycl.
7.12%
Other
27.39%
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Diversification
MOAT
Total weight of top 15 holdings out of 15
37.13%
CHGX
Total weight of top 15 holdings out of 15
17.33%
Top 15 holdings
Data as of June 30, 2026
MOAT
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%
The Charles Schwab Corp.
2.45%
Datadog, Inc.
2.44%
Bristol Myers Squibb Co.
2.43%
Broadcom Inc.
2.43%
Danaher Corp.
2.41%
Veeva Systems, Inc.
2.41%
Applied Materials, Inc.
2.34%
Mondelez International, Inc.
2.34%
Constellation Brands, Inc.
2.32%
CHGX
Micron Technology, Inc.
1.25%
Sandisk Corp.
1.25%
Teradyne, Inc.
1.23%
Applied Materials, Inc.
1.23%
Western Digital Corp.
1.18%
Intel Corp.
1.17%
Maplebear, Inc.
1.13%
Advanced Micro Devices, Inc.
1.13%
Palo Alto Networks, Inc.
1.13%
SharkNinja, Inc.
1.12%
Synchrony Financial
1.11%
Masco Corp.
1.11%
AbbVie, Inc.
1.10%
SoFi Technologies, Inc.
1.10%
Ciena Corp.
1.09%
Frequently asked questions about MOAT and CHGX
How have the MOAT and CHGX ETFs performed in 2026?
As of August 5, 2026, MOAT is up 7.51% year-to-date (YTD), while CHGX has returned 23.13%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: MOAT or CHGX?
Year-to-date, the MOAT ETF saw -$1.56B in flows, compared to +$5M for CHGX.
Which ETF is more volatile: MOAT or CHGX?
Over the past year, MOAT had a volatility of 13.98%, while CHGX experienced 14.66%.
Which ETF is bigger: MOAT or CHGX?
As of August 5, 2026, MOAT holds $12.17 B in assets under management (AUM), while CHGX manages $175.87 M.
What sectors do the MOAT and CHGX ETFs invest in?
MOAT leans toward sectors like Technology, Consumer Non-Cyclicals and Healthcare. Meanwhile, CHGX focuses on Technology, Finance and Healthcare.
What are the top holdings of the MOAT ETF and CHGX ETF?
MOAT top holdings include Masco Corp., Kenvue, Inc. and Airbnb, Inc.. CHGX holds in its top three: Micron Technology, Inc., Sandisk Corp. and Teradyne, Inc..
Which ETF is more diversified: MOAT or CHGX?
MOAT holds 55 securities with 37.13% of its assets in the top 15. CHGX has 100 securities and a top 15 weight of 17.33%.
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Latest news about MOAT & CHGX
The ETF Underdogs, Part 9: Wide Moats and Competitive Advantages
July 7, 2026
MOAT
Invest like Warren Buffett with These Two ETFs
March 21, 2025
MOAT
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