IYZ vs. MOAT
Compare and contrast key facts about iShares U.S. Telecommunications ETF (IYZ) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
IYZ and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYZ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Telecommunications Index. It was launched on May 22, 2000. 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. Both IYZ and MOAT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYZ or MOAT.
Key characteristics
| IYZ | MOAT | |
|---|---|---|
| YTD Return | -7.20% | 2.58% |
| 1Y Return | -0.84% | 19.41% |
| 3Y Return (Ann) | -12.74% | 7.19% |
| 5Y Return (Ann) | -4.03% | 14.29% |
| 10Y Return (Ann) | -1.02% | 12.82% |
| Sharpe Ratio | -0.06 | 1.47 |
| Daily Std Dev | 16.10% | 13.37% |
| Max Drawdown | -77.12% | -33.31% |
| Current Drawdown | -39.06% | -3.16% |
Correlation
The correlation between IYZ and MOAT is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IYZ vs. MOAT - Performance Comparison
In the year-to-date period, IYZ achieves a -7.20% return, which is significantly lower than MOAT's 2.58% return. Over the past 10 years, IYZ has underperformed MOAT with an annualized return of -1.02%, while MOAT has yielded a comparatively higher 12.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYZ vs. MOAT - Expense Ratio Comparison
IYZ has a 0.42% expense ratio, which is lower than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
IYZ vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Telecommunications ETF (IYZ) 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.
Dividends
IYZ vs. MOAT - Dividend Comparison
IYZ's dividend yield for the trailing twelve months is around 2.38%, more than MOAT's 0.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYZ iShares U.S. Telecommunications ETF | 2.38% | 2.27% | 2.55% | 2.51% | 2.60% | 2.36% | 2.15% | 3.54% | 2.27% | 1.98% | 2.25% | 2.62% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.84% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
IYZ vs. MOAT - Drawdown Comparison
The maximum IYZ drawdown since its inception was -77.12%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for IYZ and MOAT. For additional features, visit the drawdowns tool.
Volatility
IYZ vs. MOAT - Volatility Comparison
iShares U.S. Telecommunications ETF (IYZ) has a higher volatility of 4.53% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.80%. This indicates that IYZ'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.