MOAT vs. BRK-A

In the year-to-date period, MOAT achieves a -3.93% return, which is significantly lower than BRK-A's 10.85% return. Over the past 10 years, MOAT has underperformed BRK-A with an annualized return of 12.59%, while BRK-A has yielded a comparatively higher 13.39% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Berkshire Hathaway Inc (BRK-A). 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.

The current MOAT Sharpe Ratio is 0.18, which is lower than the BRK-A Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of MOAT and BRK-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MOAT's dividend yield for the trailing twelve months is around 1.42%, while BRK-A has not paid dividends to shareholders.

The maximum MOAT drawdown since its inception was -33.31%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for MOAT and BRK-A.

VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Berkshire Hathaway Inc (BRK-A) have volatilities of 6.15% and 6.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.