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MOAT vs. ACEP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

MOAT vs. ACEP

Last updated Aug 6, 2026
Documentation

MOAT (VanEck Morningstar Wide Moat ETF) and ACEP (ARS Core Equity Portfolio ETF) are both Large Cap Blend Equities funds. MOAT is passively managed, while ACEP is actively managed. Their 0.45 correlation means their historical movements had little consistent relationship. MOAT charges 0.47%/yr vs 0.45%/yr for ACEP.

Performance

MOAT vs. ACEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Morningstar Wide Moat ETF (MOAT) and ARS Core Equity Portfolio ETF (ACEP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MOAT achieves a 7.48% return, which is significantly lower than ACEP's 24.65% return.

MOAT

1D
0.10%
1M
4.89%
6M
5.60%
YTD
7.48%
1Y
16.54%
3Y*
12.61%
5Y*
9.22%
10Y*
13.79%
ALL TIME*
14.03%

ACEP

1D
0.02%
1M
2.51%
6M
15.44%
YTD
24.65%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ACEP

ARS Core Equity Portfolio ETF
$36.53K$36.84K$48.24K

MOAT

VanEck Morningstar Wide Moat ETF
$70.09M$69.89M$80.01M

MOAT vs. ACEP - Yearly Performance Comparison

2026 (YTD)2025
MOAT
VanEck Morningstar Wide Moat ETF		7.48%7.24%
ACEP
ARS Core Equity Portfolio ETF		24.65%8.00%

Correlation

The correlation between MOAT and ACEP is 0.45, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

0.45

MOAT vs. ACEP - Sectors Allocation Comparison

Sectors
MOAT
ACEP

Technology

30.8%
34.3%

Consumer Defensive

18.2%
1.9%

Healthcare

18.1%
8.2%

Consumer Cyclical

11.1%
2.8%

Industrials

9.5%
12.1%

Financial Services

9.2%
14.4%

Communication Services

2.4%
1.2%

Real Estate

0.7%
1.6%

Basic Materials

-

11.1%

Energy

-

12.5%

Utilities

-

-

Technology

MOAT
30.8%
ACEP
34.3%

Consumer Defensive

MOAT
18.2%
ACEP
1.9%

Healthcare

MOAT
18.1%
ACEP
8.2%

Consumer Cyclical

MOAT
11.1%
ACEP
2.8%

Industrials

MOAT
9.5%
ACEP
12.1%

Financial Services

MOAT
9.2%
ACEP
14.4%

Communication Services

MOAT
2.4%
ACEP
1.2%

Real Estate

MOAT
0.7%
ACEP
1.6%

Basic Materials

MOAT

-

ACEP
11.1%

Energy

MOAT

-

ACEP
12.5%

Utilities

MOAT

-

ACEP

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VanEck Morningstar Wide Moat ETF

ARS Core Equity Portfolio ETF

Often compared with MOAT:
MOAT vs. SPYMOAT vs. VOOMOAT vs. SCHDMOAT vs. BRK-AMOAT vs. IVVMOAT vs. VTIMOAT vs. IOO
Often compared with ACEP:
ACEP vs. AFOSACEP vs. GXLCACEP vs. FNDBACEP vs. NRSHACEP vs. PSCXACEP vs. UJUNACEP vs. CNAV

Return for Risk

MOAT vs. ACEP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
MOAT
MOAT Risk / Return Rank: 3838
Overall Rank
MOAT Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
MOAT Sortino Ratio Rank: 4242
Sortino Ratio Rank
MOAT Omega Ratio Rank: 3838
Omega Ratio Rank
MOAT Calmar Ratio Rank: 3434
Calmar Ratio Rank
MOAT Martin Ratio Rank: 3636
Martin Ratio Rank
ACEP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MOAT vs. ACEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat ETF (MOAT) and ARS Core Equity Portfolio ETF (ACEP). 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.

MOATACEPDifference
Sharpe ratioReturn per unit of total volatility
1.19

—

—

Sortino ratioReturn per unit of downside risk
1.76

—

—

Omega ratioGain probability vs. loss probability

1.20

—

—

Calmar ratioReturn relative to maximum drawdown

1.34

—

—

Martin ratioReturn relative to average drawdown

3.99

—

—

MOAT vs. ACEP - Sharpe Ratio Comparison

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Drawdowns

MOAT vs. ACEP - Drawdown Comparison

The maximum MOAT drawdown since its inception was -33.31%, which is greater than ACEP's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for MOAT and ACEP.

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Drawdown Indicators

MOATACEPDifference

Max Drawdown

Largest peak-to-trough decline

-33.31%

-7.06%

-26.25%

Max Drawdown (1Y)

Largest decline over 1 year

-12.43%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-21.44%

—

—

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

0.00%

-0.44%

+0.44%

Average Drawdown

Average peak-to-trough decline

-3.82%

-1.74%

-2.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.16%

—

—

Volatility

MOAT vs. ACEP - Volatility Comparison

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Volatility by Period

MOATACEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.27%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.52%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.02%

16.86%

-2.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.31%

16.86%

+1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.63%

16.86%

+1.77%

MOAT vs. ACEP - Expense Ratio Comparison

MOAT has a 0.47% expense ratio, which is higher than ACEP's 0.45% expense ratio.

Dividends

MOAT vs. ACEP - Dividend Comparison

MOAT's dividend yield for the trailing twelve months is around 1.26%, more than ACEP's 0.11% yield.

PositionTTM20252024202320222021202020192018201720162015
ACEP
ARS Core Equity Portfolio ETF		0.11%0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MOAT
VanEck Morningstar Wide Moat ETF		1.26%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

MOAT and ACEP have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ACEP is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ACEP is cheaper with a 0.45% expense ratio, compared with 0.47% for MOAT.

MOAT has the higher dividend yield at 1.26%, compared with 0.11% for ACEP.

They also come from different issuers: VanEck and ARS Investment Partners. Their fees differ too: 0.47% for MOAT and 0.45% for ACEP.

Portfolio Optimizer

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