- Issuer
- VanEck
- Inception Date
- Jun 24, 2015
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- VanEck Morningstar Wide Moat Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
MOAT.AX Performance Chart
VanEck Morningstar Wide Moat ETF (MOAT.AX) is down 2.8% since the beginning of the year. MOAT.AX is currently trading at A$116 per share. Investors who bought A$1,000 worth of MOAT.AX shares 5 years ago would now be looking at an investment worth A$1,574.
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Returns By Period
VanEck Morningstar Wide Moat ETF (MOAT.AX) has returned -2.79% so far this year and 4.18% over the past 12 months. Over the last ten years, MOAT.AX has had an annualized return of 14.17%, just under the S&P 500 Index benchmark’s 14.27%.
VanEck Morningstar Wide Moat ETF
- 1D
- 0.22%
- 1M
- 3.39%
- 6M
- -5.09%
- YTD
- -2.79%
- 1Y
- 4.18%
- 3Y*
- 9.17%
- 5Y*
- 9.50%
- 10Y*
- 14.17%
Benchmark (S&P 500 Index)
- 1D
- 0.12%
- 1M
- 1.38%
- 6M
- 4.49%
- YTD
- 5.58%
- 1Y
- 12.98%
- 3Y*
- 18.01%
- 5Y*
- 13.12%
- 10Y*
- 14.27%
MOAT.AX Monthly Returns History
Based on dividend-adjusted daily data since Jun 24, 2015, MOAT.AX's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, an investment would double in approximately 5.0 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +10.7%, while the worst month was Feb 2020 at -7.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.
On a daily basis, MOAT.AX closed higher 52% of trading days. The best single day was Nov 10, 2016 with a return of +7.5%, while the worst single day was Mar 23, 2020 at -7.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.25% | 0.19% | -6.61% | -0.20% | 3.18% | 4.90% | 0.46% | -2.79% | |||||
| 2025 | 3.59% | -5.09% | -4.87% | -4.42% | 4.64% | 3.11% | 5.03% | -0.22% | -1.33% | 3.44% | 2.23% | 0.20% | 5.68% |
| 2024 | 3.58% | 2.51% | 3.08% | -3.19% | -2.68% | 1.77% | 7.23% | -0.86% | -0.11% | 4.46% | 3.72% | -0.24% | 20.43% |
| 2023 | 5.13% | 3.38% | 3.57% | 3.00% | 3.51% | 3.15% | 4.13% | -0.15% | -5.43% | -4.49% | 5.85% | 6.07% | 30.52% |
| 2022 | -0.54% | -4.09% | 1.05% | -1.61% | -3.05% | -4.15% | 7.30% | -1.69% | -4.26% | 7.42% | -0.46% | -2.69% | -7.38% |
| 2021 | 1.15% | 4.09% | 7.95% | 1.82% | 2.44% | 3.37% | 3.83% | 2.73% | -1.28% | -3.27% | 4.82% | 0.11% | 30.97% |
Benchmark Metrics
VanEck Morningstar Wide Moat ETF has an annualized alpha of 13.25%, beta of 0.10, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 24, 2015.
- Beta of 0.10 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 13.25%
- Beta
- 0.10
- R²
- 0.01
- Upside Capture
- 98.98%
- Downside Capture
- 95.53%
Return for Risk
Risk / Return Rank
MOAT.AX ranks 15 for risk / return — in the bottom 15% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for VanEck Morningstar Wide Moat ETF (MOAT.AX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MOAT.AX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.24 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.11 | -0.76 |
| Martin ratioReturn relative to average drawdown | 0.72 | 3.10 | -2.38 |
Dividends
Dividend History
VanEck Morningstar Wide Moat ETF provided a 10.05% dividend yield over the last twelve months, with an annual payout of A$11.61 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$11.61 | A$7.56 | A$9.73 | A$8.15 | A$0.00 | A$0.00 | A$1.01 | A$0.88 | A$1.47 | A$0.00 | A$0.86 | A$1.32 |
Dividend yield | 10.05% | 5.78% | 7.39% | 6.87% | 0.00% | 0.00% | 1.26% | 1.12% | 2.52% | 0.00% | 1.78% | 3.30% |
Monthly Dividends
The table displays the monthly dividend distributions for VanEck 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$11.61 | A$11.61 | |||||
| 2025 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$7.56 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$7.56 |
| 2024 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$9.73 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$9.73 |
| 2023 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$8.15 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$8.15 |
| 2022 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 |
| 2021 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the VanEck 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 Morningstar Wide Moat ETF was 23.63%, occurring on Mar 13, 2020. Recovery took 228 trading sessions.
The current VanEck Morningstar Wide Moat ETF drawdown is 6.11%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-23.63%Mar 2020 | 18d | 10mo 29d | 11mo 17dFeb 2020 - Feb 2021 | COVID crash2020 |
-19.11%Apr 2025 | 2mo 18d | 6mo 2d | 8mo 20dFeb 2025 - Oct 2025 | 2025 selloff2025 |
-17.40%Jun 2022 | 5mo | 7mo 21d | 1y 16dJan 2022 - Feb 2023 | Bear market2022 |
-15.16%May 2026 | 3mo 25d | — | 5mo 28dJan 2026 - now | — |
-11.83%Dec 2018 | 2mo 17d | 1mo 21d | 4mo 8dOct 2018 - Feb 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| MOAT.AX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.63% | -41.07% | +17.44% |
Max Drawdown (1Y)Largest decline over 1 year | -15.16% | -11.69% | -3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -19.11% | -17.74% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -19.11% | -22.01% | +2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -23.63% | -24.71% | +1.08% |
Current DrawdownCurrent decline from peak | -6.11% | -0.60% | -5.51% |
Average DrawdownAverage peak-to-trough decline | -3.97% | -11.02% | +7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.59% | 4.20% | +3.39% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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