AZN vs. MOAT
AZN (AstraZeneca PLC) is a stock, while MOAT (VanEck Morningstar Wide Moat ETF) is Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. Over the past 10 years, AZN returned 15.97%/yr vs 13.47%/yr for MOAT. At a 0.36 correlation, their price movements are largely independent.
Performance
AZN vs. MOAT - Performance Comparison
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Returns By Period
In the year-to-date period, AZN achieves a -0.75% return, which is significantly lower than MOAT's -0.66% return. Over the past 10 years, AZN has outperformed MOAT with an annualized return of 15.97%, while MOAT has yielded a comparatively lower 13.47% annualized return.
AZN
- 1D
- -1.94%
- 1M
- -1.56%
- YTD
- -0.75%
- 6M
- 1.57%
- 1Y
- 23.46%
- 3Y*
- 8.94%
- 5Y*
- 11.28%
- 10Y*
- 15.97%
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%
AZN vs. MOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | -0.75% | 43.30% | -0.62% | 1.44% | 19.14% | 19.66% | 3.12% | 35.68% | 13.86% | 33.10% |
MOAT VanEck Morningstar Wide Moat ETF | -0.66% | 13.20% | 10.73% | 31.89% | -13.66% | 24.12% | 14.84% | 34.79% | -1.28% | 23.18% |
Correlation
The correlation between AZN and MOAT is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2012 | 0.36 |
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Return for Risk
AZN vs. MOAT — Risk / Return Rank
AZN
MOAT
AZN vs. MOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) 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.
| AZN | MOAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.02 | +0.46 |
| Martin ratioReturn relative to average drawdown | 3.82 | 3.11 | +0.71 |
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Drawdowns
AZN vs. MOAT - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for AZN and MOAT.
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Drawdown Indicators
| AZN | MOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.94% | -33.31% | -15.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -12.43% | -3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -27.87% | -21.44% | -6.43% |
Max Drawdown (5Y)Largest decline over 5 years | -27.87% | -23.96% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -27.87% | -33.31% | +5.44% |
Current DrawdownCurrent decline from peak | -14.25% | -4.45% | -9.80% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -3.83% | -7.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 4.06% | +1.93% |
Volatility
AZN vs. MOAT - Volatility Comparison
AstraZeneca PLC (AZN) has a higher volatility of 7.95% compared to VanEck Morningstar Wide Moat ETF (MOAT) at 4.13%. This indicates that AZN'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.
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Volatility by Period
| AZN | MOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.95% | 4.13% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 17.74% | 9.90% | +7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 13.93% | +11.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.03% | 18.20% | +5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.93% | 18.68% | +6.25% |
Dividends
AZN vs. MOAT - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.98%, more than MOAT's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.98% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
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
AZN and MOAT have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AZN has higher volatility (7.95%) compared to MOAT (4.13%). In terms of maximum drawdown, AZN dropped -48.94% vs MOAT's -33.31%.
MOAT currently has the higher Sharpe Ratio (0.91 vs 0.88), 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.
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