MOAT.L vs. BBUD.L
MOAT.L (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) and BBUD.L (JPM BetaBuilders US Equity UCITS ETF - USD (dist)) are both Large Cap Blend Equities funds - MOAT.L tracks the Russell 1000 TR USD while BBUD.L tracks the Morningstar US Target Market Exposure Index. Both are passively managed. Over the past 5 years, MOAT.L returned 3.74%/yr vs 12.46%/yr for BBUD.L. Their correlation of 0.86 suggests significant overlap in exposure. MOAT.L charges 0.49%/yr vs 0.05%/yr for BBUD.L.
Performance
MOAT.L vs. BBUD.L - Performance Comparison
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Returns By Period
In the year-to-date period, MOAT.L achieves a 0.42% return, which is significantly lower than BBUD.L's 9.91% return.
MOAT.L
- 1D
- -0.46%
- 1M
- 3.53%
- 6M
- -1.16%
- YTD
- 0.42%
- 1Y
- 7.70%
- 3Y*
- 7.58%
- 5Y*
- 3.74%
- 10Y*
- 10.71%
BBUD.L
- 1D
- 0.06%
- 1M
- 0.66%
- 6M
- 8.97%
- YTD
- 9.91%
- 1Y
- 20.68%
- 3Y*
- 19.99%
- 5Y*
- 12.46%
- 10Y*
- —
MOAT.L vs. BBUD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MOAT.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.42% | 7.34% | 11.12% | 18.37% | -18.70% | 25.53% | 13.62% | 17.29% |
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 9.91% | 17.41% | 25.12% | 27.64% | -19.95% | 27.63% | 20.16% | 13.29% |
Correlation
The correlation between MOAT.L and BBUD.L is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2019 | 0.86 |
Over the past year, the correlation between MOAT.L and BBUD.L has dropped to 0.62 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
MOAT.L vs. BBUD.L — Risk / Return Rank
MOAT.L
BBUD.L
MOAT.L vs. BBUD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.L) and JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L). 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.
| MOAT.L | BBUD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.31 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 2.46 | -1.81 |
| Martin ratioReturn relative to average drawdown | 1.62 | 10.00 | -8.38 |
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Drawdowns
MOAT.L vs. BBUD.L - Drawdown Comparison
The maximum MOAT.L drawdown since its inception was -32.78%, roughly equal to the maximum BBUD.L drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for MOAT.L and BBUD.L.
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Drawdown Indicators
| MOAT.L | BBUD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -34.19% | +1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -8.61% | -3.25% |
Max Drawdown (3Y)Largest decline over 3 years | -21.84% | -19.33% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -25.33% | -1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | — | — |
Current DrawdownCurrent decline from peak | -2.01% | -0.66% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -5.30% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 2.12% | +2.63% |
Volatility
MOAT.L vs. BBUD.L - Volatility Comparison
VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.L) has a higher volatility of 4.72% compared to JPM BetaBuilders US Equity UCITS ETF - USD (dist) (BBUD.L) at 3.03%. This indicates that MOAT.L's price experiences larger fluctuations and is considered to be riskier than BBUD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MOAT.L | BBUD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 3.03% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 9.43% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.01% | 12.14% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 16.21% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 17.73% | -0.89% |
MOAT.L vs. BBUD.L - Expense Ratio Comparison
MOAT.L has a 0.49% expense ratio, which is higher than BBUD.L's 0.05% expense ratio.
Dividends
MOAT.L vs. BBUD.L - Dividend Comparison
MOAT.L has not paid dividends to shareholders, while BBUD.L's dividend yield for the trailing twelve months is around 1.10%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUD.L JPM BetaBuilders US Equity UCITS ETF - USD (dist) | 1.10% | 1.10% | 1.01% | 1.29% | 1.46% | 0.95% | 1.37% | 0.74% |
MOAT.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MOAT.L and BBUD.L have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUD.L is cheaper with a 0.05% expense ratio, compared with 0.49% for MOAT.L.
MOAT.L tracks Russell 1000 TR USD, while BBUD.L tracks Morningstar US Target Market Exposure Index. They also come from different issuers: VanEck and JPMorgan. Their fees differ too: 0.49% for MOAT.L and 0.05% for BBUD.L.
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