VanEck Vectors Morningstar Wide Moat ETF (MOAT)
MOAT is a passive ETF by VanEck tracking the investment results of the Morningstar Wide Moat Focus Index. MOAT launched on Apr 24, 2012 and has a 0.48% expense ratio.
ETF Info
| ISIN | US92189F6438 |
|---|---|
| CUSIP | 92189F643 |
| Issuer | VanEck |
| Inception Date | Apr 24, 2012 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Index Tracked | Morningstar Wide Moat Focus Index |
| ETF Home Page | www.vaneck.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The VanEck Vectors Morningstar Wide Moat ETF has a high expense ratio of 0.48%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in VanEck Vectors Morningstar Wide Moat ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
VanEck Vectors Morningstar Wide Moat ETF had a return of 23.93% year-to-date (YTD) and 16.71% in the last 12 months. Over the past 10 years, VanEck Vectors Morningstar Wide Moat ETF had an annualized return of 12.74%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.93% | 19.67% |
| 1 month | 11.47% | 8.42% |
| 6 months | 4.45% | 7.29% |
| 1 year | 16.71% | 12.71% |
| 5 years (annualized) | 13.34% | 10.75% |
| 10 years (annualized) | 12.74% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.35% | 6.59% | 4.37% | -3.70% | -5.44% | -4.73% | 9.87% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Wide Moat ETF (MOAT) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.99 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
VanEck Vectors Morningstar Wide Moat ETF granted a 1.01% dividend yield in the last twelve months. The annual payout for that period amounted to $0.81 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.81 | $0.81 | $0.82 | $0.90 | $0.72 | $0.74 | $0.46 | $0.41 | $0.62 | $0.42 | $0.23 | $0.14 |
Dividend yield | 1.01% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% | 0.61% |
Monthly Dividends
The table displays the monthly dividend distributions for VanEck Vectors Morningstar Wide Moat ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2012 | $0.14 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the VanEck Vectors Morningstar Wide Moat ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the VanEck Vectors Morningstar Wide Moat ETF was 33.31%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.31% | Feb 13, 2020 | 27 | Mar 23, 2020 | 53 | Jun 8, 2020 | 80 |
| -23.96% | Nov 8, 2021 | 236 | Oct 14, 2022 | 158 | Jun 2, 2023 | 394 |
| -16.13% | Sep 24, 2018 | 64 | Dec 24, 2018 | 36 | Feb 15, 2019 | 100 |
| -15.09% | Aug 1, 2023 | 63 | Oct 27, 2023 | — | — | — |
| -14.58% | Nov 24, 2014 | 306 | Feb 11, 2016 | 42 | Apr 13, 2016 | 348 |
Volatility Chart
The current VanEck Vectors Morningstar Wide Moat ETF volatility is 4.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.