MOAT.L vs. G500.L
MOAT.L (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) and G500.L (Invesco S&P 500 UCITS ETF GBP Hedged (Acc)) are both exchange-traded funds - MOAT.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while G500.L is a US Equities fund tracking the S&P 500 GBP Daily Hedged Index. Both are passively managed. Over the past 5 years, MOAT.L returned 3.74%/yr vs 11.39%/yr for G500.L. A 0.78 correlation means they provide meaningful diversification when combined. MOAT.L charges 0.49%/yr vs 0.05%/yr for G500.L.
Performance
MOAT.L vs. G500.L - Performance Comparison
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Different Trading Currencies
MOAT.L is traded in USD, while G500.L is traded in GBp. To make them comparable, the G500.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MOAT.L achieves a 0.42% return, which is significantly lower than G500.L's 8.57% 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%
G500.L
- 1D
- -1.46%
- 1M
- 0.57%
- 6M
- 8.27%
- YTD
- 8.57%
- 1Y
- 19.70%
- 3Y*
- 20.22%
- 5Y*
- 11.39%
- 10Y*
- —
MOAT.L vs. G500.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MOAT.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.42% | 7.34% | 11.12% | 18.37% | -18.70% | 25.53% | 21.19% |
G500.L Invesco S&P 500 UCITS ETF GBP Hedged (Acc) | 8.57% | 26.32% | 22.89% | 31.47% | -28.53% | 27.78% | 32.88% |
Correlation
The correlation between MOAT.L and G500.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 | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2020 | 0.78 |
The correlation between MOAT.L and G500.L shifts across timeframes, from 0.62 (1 year) to 0.78 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
MOAT.L vs. G500.L — Risk / Return Rank
MOAT.L
G500.L
MOAT.L vs. G500.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 Invesco S&P 500 UCITS ETF GBP Hedged (Acc) (G500.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 | G500.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.56 | -0.92 |
| Martin ratioReturn relative to average drawdown | 1.62 | 5.87 | -4.25 |
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Drawdowns
MOAT.L vs. G500.L - Drawdown Comparison
The maximum MOAT.L drawdown since its inception was -32.78%, smaller than the maximum G500.L drawdown of -39.54%. Use the drawdown chart below to compare losses from any high point for MOAT.L and G500.L.
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Drawdown Indicators
| MOAT.L | G500.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -39.54% | +6.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -12.56% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -21.84% | -17.75% | -4.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -39.54% | +12.48% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | — | — |
Current DrawdownCurrent decline from peak | -2.01% | -1.93% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -8.08% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 3.35% | +1.40% |
Volatility
MOAT.L vs. G500.L - Volatility Comparison
VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.L) has a higher volatility of 4.72% compared to Invesco S&P 500 UCITS ETF GBP Hedged (Acc) (G500.L) at 3.77%. This indicates that MOAT.L's price experiences larger fluctuations and is considered to be riskier than G500.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 | G500.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 3.77% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 11.77% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.01% | 15.07% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 20.38% | -3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.84% | 20.09% | -3.25% |
MOAT.L vs. G500.L - Expense Ratio Comparison
MOAT.L has a 0.49% expense ratio, which is higher than G500.L's 0.05% expense ratio.
Dividends
MOAT.L vs. G500.L - Dividend Comparison
Neither MOAT.L nor G500.L has paid dividends to shareholders.
Frequently Asked Questions
MOAT.L and G500.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, G500.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
G500.L is cheaper with a 0.05% expense ratio, compared with 0.49% for MOAT.L.
MOAT.L is categorized as Large Cap Blend Equities, while G500.L is US Equities. MOAT.L tracks Russell 1000 TR USD, while G500.L tracks S&P 500 GBP Daily Hedged Index. They also come from different issuers: VanEck and Invesco. Their fees differ too: 0.49% for MOAT.L and 0.05% for G500.L.
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