MOAT vs. DGRO
Compare and contrast key facts about VanEck Vectors Morningstar Wide Moat ETF (MOAT) and iShares Core Dividend Growth ETF (DGRO).
MOAT and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both MOAT and DGRO 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: MOAT or DGRO.
Performance
MOAT vs. DGRO - Performance Comparison
Returns By Period
In the year-to-date period, MOAT achieves a 12.35% return, which is significantly lower than DGRO's 19.14% return. Over the past 10 years, MOAT has outperformed DGRO with an annualized return of 12.96%, while DGRO has yielded a comparatively lower 11.72% annualized return.
MOAT
12.35%
-1.70%
6.66%
23.80%
13.48%
12.96%
DGRO
19.14%
-0.44%
9.59%
26.59%
11.75%
11.72%
Key characteristics
| MOAT | DGRO | |
|---|---|---|
| Sharpe Ratio | 2.01 | 2.76 |
| Sortino Ratio | 2.75 | 3.90 |
| Omega Ratio | 1.36 | 1.51 |
| Calmar Ratio | 3.54 | 5.19 |
| Martin Ratio | 10.39 | 18.07 |
| Ulcer Index | 2.28% | 1.46% |
| Daily Std Dev | 11.81% | 9.55% |
| Max Drawdown | -33.31% | -35.10% |
| Current Drawdown | -2.69% | -1.79% |
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MOAT vs. DGRO - Expense Ratio Comparison
MOAT has a 0.48% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Correlation
The correlation between MOAT and DGRO is 0.89, 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.
Risk-Adjusted Performance
MOAT vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Wide Moat ETF (MOAT) and iShares Core Dividend Growth ETF (DGRO). 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
MOAT vs. DGRO - Dividend Comparison
MOAT's dividend yield for the trailing twelve months is around 0.76%, less than DGRO's 2.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.76% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
DGRO iShares Core Dividend Growth ETF | 2.18% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
MOAT vs. DGRO - Drawdown Comparison
The maximum MOAT drawdown since its inception was -33.31%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for MOAT and DGRO. For additional features, visit the drawdowns tool.
Volatility
MOAT vs. DGRO - Volatility Comparison
VanEck Vectors Morningstar Wide Moat ETF (MOAT) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 3.30% and 3.22%, 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.