Correlation
The correlation between 3V64.DE and MOAT is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
3V64.DE vs. MOAT
Compare and contrast key facts about Visa Inc (3V64.DE) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3V64.DE or MOAT.
Performance
3V64.DE vs. MOAT - Performance Comparison
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Key characteristics
3V64.DE:
1.33
MOAT:
0.32
3V64.DE:
1.88
MOAT:
0.45
3V64.DE:
1.26
MOAT:
1.06
3V64.DE:
1.55
MOAT:
0.19
3V64.DE:
4.51
MOAT:
0.68
3V64.DE:
6.69%
MOAT:
6.05%
3V64.DE:
21.93%
MOAT:
18.90%
3V64.DE:
-44.13%
MOAT:
-33.31%
3V64.DE:
-7.70%
MOAT:
-7.99%
Returns By Period
In the year-to-date period, 3V64.DE achieves a 6.25% return, which is significantly higher than MOAT's -3.34% return. Over the past 10 years, 3V64.DE has outperformed MOAT with an annualized return of 18.61%, while MOAT has yielded a comparatively lower 12.64% annualized return.
3V64.DE
6.25%
6.68%
7.78%
29.46%
18.39%
13.92%
18.61%
MOAT
-3.34%
4.14%
-7.72%
5.99%
10.37%
12.82%
12.64%
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Risk-Adjusted Performance
3V64.DE vs. MOAT — Risk-Adjusted Performance Rank
3V64.DE
MOAT
3V64.DE vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc (3V64.DE) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
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Dividends
3V64.DE vs. MOAT - Dividend Comparison
3V64.DE's dividend yield for the trailing twelve months is around 0.58%, less than MOAT's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3V64.DE Visa Inc | 0.58% | 0.58% | 0.65% | 0.68% | 0.52% | 0.54% | 0.49% | 0.57% | 0.56% | 0.79% | 0.55% | 0.51% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.41% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
3V64.DE vs. MOAT - Drawdown Comparison
The maximum 3V64.DE drawdown since its inception was -44.13%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for 3V64.DE and MOAT.
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Volatility
3V64.DE vs. MOAT - Volatility Comparison
The current volatility for Visa Inc (3V64.DE) is 4.76%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 6.22%. This indicates that 3V64.DE experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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