MOAT vs XSMO: holdings overlap, shared companies and scores
As of October 28, 2026, MOAT and XSMO overlap 0.0% by weight. VanEck Morningstar Wide Moat ETF (MOAT): U.S. companies with lasting competitive advantages. Invesco S&P SmallCap Momentum ETF (XSMO): High-momentum small-cap stocks.
Updated October 28, 2026
Where MOAT and XSMO trade against their own history
MOAT trades at 22.3 times earnings, against its own median of 22.5, and is cheaper than 53% of its own last 9 years.
XSMO trades at 18.6 times earnings, against its own median of 17.3, and is more expensive than 57% of its own last 7 years.
What moved MOAT and XSMO this week
MOAT fell 0.5% in the week to October 28, 2026. The holdings that moved it most were LPL Financial (−16.1%), Meta Platforms (−12.2%) and Fair Isaac (−12.2%); GE Healthcare (+9.9%) pushed the other way.
XSMO rose 1.6% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Liquidia (+17.7%) and Helmerich & Payne (+9.3%); PAR Pacific (−12.9%) pushed the other way.
What do MOAT and XSMO each hold?
What's inside MOAT: Tech 31%, Semiconductors 11%.
27% of MOAT is its ten largest holdings.
What's inside XSMO: Tech 18%, Semiconductors 7%.
24% of XSMO is its ten largest holdings.
How much do MOAT and XSMO overlap? 0.0% by weight
As of October 28, 2026, MOAT and XSMO overlap 0.0% by weight.
0% of MOAT is already inside XSMO.
0% of XSMO is already inside MOAT.
MOAT holds 54 companies and XSMO holds 113; 0 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score MOAT and XSMO? 5.8 and 3.5 out of 10
As of October 28, 2026, ETF Copilot scores MOAT 5.8 out of 10 and XSMO 3.5 out of 10.
They differ most on Quality: MOAT 7.8 and XSMO 1.7.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | MOAT | XSMO |
|---|---|---|
| Growth | 3.5 | 2.5 |
| Value | 6.9 | 3.2 |
| Risk | 6.1 | 3.0 |
| Quality | 7.8 | 1.7 |
| Return | 5.9 | 6.4 |
XSMO is the cheaper of the two at 0.35% a year
As of October 28, 2026, MOAT charges 0.46% a year, yields 1.26% and holds $11.7B in assets across 54 positions.
As of October 28, 2026, XSMO charges 0.35% a year, yields 0.62% and holds $2.8B in assets across 113 positions.
| Measure | MOAT | XSMO |
|---|---|---|
| Expense ratio | 0.46% | 0.35% |
| Dividend yield | 1.26% | 0.62% |
| Assets under management | $11.7B | $2.8B |
| Holdings | 54 | 113 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “MOAT vs XSMO holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/moat-vs-xsmo
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