AVUV vs. MOAT

Last updated Jun 14, 2026

AVUV (Avantis US Small Cap Value ETF) and MOAT (VanEck Morningstar Wide Moat ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while MOAT is a Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. AVUV is actively managed, while MOAT is passively managed. Over the past 5 years, AVUV returned 11.57%/yr vs 7.78%/yr for MOAT. A 0.78 correlation means they provide meaningful diversification when combined. AVUV charges 0.25%/yr vs 0.47%/yr for MOAT.

Performance

AVUV vs. MOAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Value ETF (AVUV) and VanEck Morningstar Wide Moat ETF (MOAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVUV achieves a 22.73% return, which is significantly higher than MOAT's -0.66% return.

AVUV

• 1D: 0.96%
• 1M: 5.11%
• YTD: 22.73%
• 6M: 19.51%
• 1Y: 42.12%
• 3Y*: 19.24%
• 5Y*: 11.57%
• 10Y*: —

MOAT

• 1D: 0.41%
• 1M: 3.19%
• YTD: -0.66%
• 6M: -1.22%
• 1Y: 14.57%
• 3Y*: 10.55%
• 5Y*: 7.78%
• 10Y*: 13.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUV vs. MOAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AVUV Avantis US Small Cap Value ETF	22.73%	7.44%	9.28%	22.82%	-4.91%	42.20%	6.43%	8.54%
MOAT VanEck Morningstar Wide Moat ETF	-0.66%	13.20%	10.73%	31.89%	-13.66%	24.12%	14.84%	10.57%

Correlation

The correlation between AVUV and MOAT is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.72
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019	0.78

The correlation between AVUV and MOAT has been stable across timeframes, ranging from 0.72 to 0.78 - a consistent structural relationship.

AVUV vs. MOAT - Sectors Allocation Comparison

Sectors	AVUV	MOAT
Financial Services	26.1%	9.0%
Consumer Cyclical	18.7%	7.3%
Energy	15.8%	-
Industrials	13.6%	13.8%
Technology	7.4%	33.8%
Basic Materials	5.1%	-
Healthcare	4.8%	15.9%
Consumer Defensive	4.7%	17.0%
Communication Services	3.1%	2.4%
Real Estate	0.7%	0.8%
Utilities	0.1%	-

Return for Risk

AVUV vs. MOAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVUV

AVUV Risk / Return Rank: 84
AVUV Sharpe Ratio Rank: 83
AVUV Sortino Ratio Rank: 84
AVUV Omega Ratio Rank: 77
AVUV Calmar Ratio Rank: 91
AVUV Martin Ratio Rank: 85

MOAT

MOAT Risk / Return Rank: 26
MOAT Sharpe Ratio Rank: 28
MOAT Sortino Ratio Rank: 28
MOAT Omega Ratio Rank: 26
MOAT Calmar Ratio Rank: 24
MOAT Martin Ratio Rank: 26

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUV vs. MOAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and VanEck 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.

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.

	AVUV	MOAT	Difference
Sharpe ratio: Return per unit of total volatility	2.28	0.91	+1.38
Sortino ratio: Return per unit of downside risk	3.24	1.39	+1.86
Omega ratio: Gain probability vs. loss probability	1.39	1.16	+0.24
Calmar ratio: Return relative to maximum drawdown	5.06	1.02	+4.05
Martin ratio: Return relative to average drawdown	15.09	3.11	+11.98

AVUV vs. MOAT - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 2.28, which is higher than the MOAT Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of AVUV and MOAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVUV vs. MOAT - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for AVUV and MOAT.

Drawdown Indicators

	AVUV	MOAT	Difference
Max Drawdown Largest peak-to-trough decline	-49.42%	-33.31%	-16.11%
Max Drawdown (1Y) Largest decline over 1 year	-7.95%	-12.43%	+4.48%
Max Drawdown (3Y) Largest decline over 3 years	-28.79%	-21.44%	-7.35%
Max Drawdown (5Y) Largest decline over 5 years	-28.79%	-23.96%	-4.83%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.31%	—
Current Drawdown Current decline from peak	0.00%	-4.45%	+4.45%
Average Drawdown Average peak-to-trough decline	-7.91%	-3.83%	-4.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	4.06%	-1.39%

Volatility

AVUV vs. MOAT - Volatility Comparison

Avantis US Small Cap Value ETF (AVUV) has a higher volatility of 4.53% compared to VanEck Morningstar Wide Moat ETF (MOAT) at 4.13%. This indicates that AVUV's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUV	MOAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.53%	4.13%	+0.40%
Volatility (6M) Calculated over the trailing 6-month period	11.34%	9.90%	+1.44%
Volatility (1Y) Calculated over the trailing 1-year period	17.63%	13.93%	+3.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.75%	18.20%	+4.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.26%	18.68%	+9.58%

AVUV vs. MOAT - Expense Ratio Comparison

AVUV has a 0.25% expense ratio, which is lower than MOAT's 0.47% expense ratio.

Dividends

AVUV vs. MOAT - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.61%, more than MOAT's 1.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVUV Avantis US Small Cap Value ETF	1.61%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%	0.00%	0.00%	0.00%	0.00%
MOAT VanEck Morningstar Wide Moat ETF	1.36%	1.36%	1.37%	0.86%	1.25%	1.08%	1.46%	1.31%	1.79%	1.07%	1.17%	2.13%

Frequently Asked Questions

Can I hold both AVUV and MOAT in my portfolio?

AVUV and MOAT have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVUV or MOAT?

AVUV has higher volatility (4.53%) compared to MOAT (4.13%). In terms of maximum drawdown, AVUV dropped -49.42% vs MOAT's -33.31%.

Which ETF is better, AVUV or MOAT?

On 5-year performance, AVUV leads with 11.57% vs 7.78% for MOAT. On fees, AVUV is cheaper at 0.25% per year. On volatility, MOAT has been the lower-risk option at 4.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUV or MOAT?

Over the 5-year period, AVUV has performed better with a 11.57% return vs 7.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUV or MOAT?

AVUV is cheaper with a 0.25% expense ratio, compared with 0.47% for MOAT.

Which ETF pays a higher dividend yield, AVUV or MOAT?

AVUV has the higher dividend yield at 1.61%, compared with 1.36% for MOAT.

What is the main difference between AVUV and MOAT?

AVUV is categorized as Small Cap Value Equities, while MOAT is Large Cap Blend Equities. They also come from different issuers: Avantis and VanEck. Their fees differ too: 0.25% for AVUV and 0.47% for MOAT.

Which has better risk-adjusted returns?

AVUV currently has the higher Sharpe Ratio (2.28 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.