IBOT vs. MOAT

Last updated Jul 15, 2026

IBOT (VanEck Robotics ETF) and MOAT (VanEck Morningstar Wide Moat ETF) are both exchange-traded funds - IBOT is a Technology Equities fund tracking the BlueStar® Robotics Index, while MOAT is a Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. Both are passively managed. Over the past 3 years, IBOT returned 19.96%/yr vs 10.36%/yr for MOAT. A 0.67 correlation means they provide meaningful diversification when combined. Both charge a 0.47% expense ratio.

Performance

IBOT vs. MOAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Robotics ETF (IBOT) 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, IBOT achieves a 23.40% return, which is significantly higher than MOAT's 2.17% return.

IBOT

• 1D: 0.82%
• 1M: -0.73%
• 6M: 16.58%
• YTD: 23.40%
• 1Y: 40.31%
• 3Y*: 19.96%
• 5Y*: —
• 10Y*: —

MOAT

• 1D: -0.55%
• 1M: 2.85%
• 6M: -0.93%
• YTD: 2.17%
• 1Y: 11.60%
• 3Y*: 10.36%
• 5Y*: 8.59%
• 10Y*: 13.50%

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

IBOT vs. MOAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IBOT VanEck Robotics ETF	23.40%	28.57%	6.39%	19.46%
MOAT VanEck Morningstar Wide Moat ETF	2.17%	13.20%	10.73%	18.23%

Correlation

The correlation between IBOT and MOAT is 0.55, 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	0.55
Correlation (3Y) Calculated over the trailing 3-year period	0.65
Correlation (All Time) Calculated using the full available price history since Apr 6, 2023	0.67

The correlation between IBOT and MOAT shifts across timeframes, from 0.55 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.

IBOT vs. MOAT - Sectors Allocation Comparison

Sectors	IBOT	MOAT
Technology	50.6%	33.8%
Industrials	44.1%	13.8%
Energy	2.3%	-
Consumer Cyclical	2.2%	7.3%
Healthcare	0.8%	15.9%
Basic Materials	-	-
Communication Services	-	2.4%
Consumer Defensive	-	17.0%
Financial Services	-	9.0%
Real Estate	-	0.8%
Utilities	-	-

Return for Risk

IBOT vs. MOAT — Risk / Return Rank

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

IBOT

IBOT Risk / Return Rank: 62
IBOT Sharpe Ratio Rank: 63
IBOT Sortino Ratio Rank: 59
IBOT Omega Ratio Rank: 59
IBOT Calmar Ratio Rank: 61
IBOT Martin Ratio Rank: 66

MOAT

MOAT Risk / Return Rank: 26
MOAT Sharpe Ratio Rank: 28
MOAT Sortino Ratio Rank: 28
MOAT Omega Ratio Rank: 25
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.

IBOT vs. MOAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Robotics ETF (IBOT) 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.

	IBOT	MOAT	Difference
Sharpe ratio: Return per unit of total volatility	1.65	0.84	+0.81
Sortino ratio: Return per unit of downside risk	2.24	1.28	+0.96
Omega ratio: Gain probability vs. loss probability	1.29	1.15	+0.14
Calmar ratio: Return relative to maximum drawdown	2.42	0.94	+1.48
Martin ratio: Return relative to average drawdown	9.45	2.78	+6.67

IBOT vs. MOAT - Sharpe Ratio Comparison

The current IBOT Sharpe Ratio is 1.65, which is higher than the MOAT Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of IBOT 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

IBOT vs. MOAT - Drawdown Comparison

The maximum IBOT drawdown since its inception was -25.39%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for IBOT and MOAT.

Drawdown Indicators

	IBOT	MOAT	Difference
Max Drawdown Largest peak-to-trough decline	-25.39%	-33.31%	+7.92%
Max Drawdown (1Y) Largest decline over 1 year	-16.74%	-12.43%	-4.31%
Max Drawdown (3Y) Largest decline over 3 years	-25.39%	-21.44%	-3.95%
Max Drawdown (5Y) Largest decline over 5 years	—	-23.96%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.31%	—
Current Drawdown Current decline from peak	-5.92%	-1.73%	-4.19%
Average Drawdown Average peak-to-trough decline	-4.98%	-3.83%	-1.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.28%	4.18%	+0.10%

Volatility

IBOT vs. MOAT - Volatility Comparison

VanEck Robotics ETF (IBOT) has a higher volatility of 10.05% compared to VanEck Morningstar Wide Moat ETF (MOAT) at 4.09%. This indicates that IBOT'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

	IBOT	MOAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.05%	4.09%	+5.96%
Volatility (6M) Calculated over the trailing 6-month period	20.69%	10.26%	+10.43%
Volatility (1Y) Calculated over the trailing 1-year period	24.54%	13.91%	+10.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.75%	18.26%	+4.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.75%	18.60%	+4.15%

IBOT vs. MOAT - Expense Ratio Comparison

Both IBOT and MOAT have an expense ratio of 0.47%.

Dividends

IBOT vs. MOAT - Dividend Comparison

IBOT's dividend yield for the trailing twelve months is around 0.31%, less than MOAT's 1.33% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IBOT VanEck Robotics ETF	0.31%	0.38%	2.81%	2.06%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MOAT VanEck Morningstar Wide Moat ETF	1.33%	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 IBOT and MOAT in my portfolio?

IBOT and MOAT have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IBOT or MOAT?

IBOT has higher volatility (10.05%) compared to MOAT (4.09%). In terms of maximum drawdown, IBOT dropped -25.39% vs MOAT's -33.31%.

Which ETF is better, IBOT or MOAT?

On 3-year performance, IBOT leads with 19.96% vs 10.36% for MOAT. Both ETFs have the same 0.47% expense ratio. On volatility, MOAT has been the lower-risk option at 4.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IBOT or MOAT?

Over the 3-year period, IBOT has performed better with a 19.96% return vs 10.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IBOT or MOAT?

IBOT and MOAT have the same expense ratio: 0.47% per year.

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

MOAT has the higher dividend yield at 1.33%, compared with 0.31% for IBOT.

What is the main difference between IBOT and MOAT?

IBOT is categorized as Technology Equities, while MOAT is Large Cap Blend Equities. IBOT tracks BlueStar® Robotics Index, while MOAT tracks Morningstar Wide Moat Focus Index.

Which has better risk-adjusted returns?

IBOT currently has the higher Sharpe Ratio (1.65 vs 0.84), 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.