MOAT vs. FTIF

Last updated Aug 4, 2026

MOAT (VanEck Morningstar Wide Moat ETF) and FTIF (First Trust Bloomberg Inflation Sensitive Equity ETF) are both Large Cap Blend Equities funds - MOAT tracks the Morningstar Wide Moat Focus Index while FTIF tracks the Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, MOAT returned 12.01%/yr vs 11.08%/yr for FTIF. Their 0.61 correlation means they have sometimes moved together and sometimes differently. MOAT charges 0.47%/yr vs 0.60%/yr for FTIF.

Performance

MOAT vs. FTIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Morningstar Wide Moat ETF (MOAT) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MOAT achieves a 5.78% return, which is significantly lower than FTIF's 23.66% return.

MOAT

• 1D: 1.36%
• 1M: 3.07%
• 6M: 4.21%
• YTD: 5.78%
• 1Y: 15.84%
• 3Y*: 12.01%
• 5Y*: 9.07%
• 10Y*: 13.61%
• ALL TIME*: 13.91%

FTIF

• 1D: -0.31%
• 1M: 4.18%
• 6M: 14.24%
• YTD: 23.66%
• 1Y: 33.50%
• 3Y*: 11.08%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 12.81%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	$97.77K	$75.15K	$62.02K
MOAT VanEck Morningstar Wide Moat ETF	$67.13M	$66.89M	$81.17M

MOAT vs. FTIF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
MOAT VanEck Morningstar Wide Moat ETF	5.78%	13.20%	10.73%	25.41%
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	23.66%	7.79%	0.50%	12.31%

Correlation

The correlation between MOAT and FTIF is 0.37, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.37
Correlation (3Y) Balances recent behavior with more history.	0.60
Correlation (All Time) Calculated using the full available price history since Mar 14, 2023	0.61

Over the past year, the correlation between MOAT and FTIF has dropped to 0.37 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.

MOAT vs. FTIF - Sectors Allocation Comparison

Sectors	MOAT	FTIF
Technology	30.8%	4.4%
Consumer Defensive	18.2%	-
Healthcare	18.1%	-
Consumer Cyclical	11.1%	4.0%
Industrials	9.5%	18.2%
Financial Services	9.2%	-
Communication Services	2.4%	-
Real Estate	0.7%	13.8%
Basic Materials	-	20.6%
Energy	-	39.0%
Utilities	-	-

Return for Risk

MOAT vs. FTIF — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MOAT

MOAT Risk / Return Rank: 41
MOAT Sharpe Ratio Rank: 45
MOAT Sortino Ratio Rank: 46
MOAT Omega Ratio Rank: 40
MOAT Calmar Ratio Rank: 37
MOAT Martin Ratio Rank: 37

FTIF

FTIF Risk / Return Rank: 89
FTIF Sharpe Ratio Rank: 89
FTIF Sortino Ratio Rank: 88
FTIF Omega Ratio Rank: 85
FTIF Calmar Ratio Rank: 95
FTIF Martin Ratio Rank: 91

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. FTIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat ETF (MOAT) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). 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	FTIF	Difference
Sharpe ratio: Return per unit of total volatility	1.14	2.27	-1.13
Sortino ratio: Return per unit of downside risk	1.70	3.14	-1.44
Omega ratio: Gain probability vs. loss probability	1.20	1.39	-0.19
Calmar ratio: Return relative to maximum drawdown	1.28	5.31	-4.03
Martin ratio: Return relative to average drawdown	3.82	15.40	-11.59

MOAT vs. FTIF - Sharpe Ratio Comparison

The current MOAT Sharpe Ratio is 1.14, which is lower than the FTIF Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of MOAT and FTIF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MOAT vs. FTIF - Drawdown Comparison

The maximum MOAT drawdown since its inception was -33.31%, which is greater than FTIF's maximum drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for MOAT and FTIF.

Drawdown Indicators

	MOAT	FTIF	Difference
Max Drawdown Largest peak-to-trough decline	-33.31%	-27.83%	-5.48%
Max Drawdown (1Y) Largest decline over 1 year	-12.43%	-6.34%	-6.09%
Max Drawdown (3Y) Largest decline over 3 years	-21.44%	-27.83%	+6.39%
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%	-2.20%	+2.20%
Average Drawdown Average peak-to-trough decline	-3.82%	-5.90%	+2.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.16%	2.18%	+1.98%

Volatility

MOAT vs. FTIF - Volatility Comparison

VanEck Morningstar Wide Moat ETF (MOAT) has a higher volatility of 4.08% compared to First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) at 2.78%. This indicates that MOAT's price experiences larger fluctuations and is considered to be riskier than FTIF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MOAT	FTIF	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.08%	2.78%	+1.30%
Volatility (6M) Calculated over the trailing 6-month period	10.55%	10.50%	+0.05%
Volatility (1Y) Calculated over the trailing 1-year period	14.01%	14.85%	-0.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.30%	18.72%	-0.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.63%	18.72%	-0.09%

MOAT vs. FTIF - Expense Ratio Comparison

MOAT has a 0.47% expense ratio, which is lower than FTIF's 0.60% expense ratio.

Dividends

MOAT vs. FTIF - Dividend Comparison

MOAT's dividend yield for the trailing twelve months is around 1.28%, more than FTIF's 1.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF	1.08%	1.45%	2.88%	1.55%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MOAT VanEck Morningstar Wide Moat ETF	1.28%	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

Can I hold both MOAT and FTIF in my portfolio?

MOAT and FTIF have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MOAT or FTIF?

MOAT has higher volatility (4.08%) compared to FTIF (2.78%). In terms of maximum drawdown, MOAT dropped -33.31% vs FTIF's -27.83%.

Which ETF is better, MOAT or FTIF?

On 3-year performance, MOAT leads with 12.01% vs 11.08% for FTIF. On fees, MOAT is cheaper at 0.47% per year. On volatility, FTIF has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MOAT or FTIF?

Over the 3-year period, MOAT has performed better with a 12.01% return vs 11.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MOAT or FTIF?

MOAT is cheaper with a 0.47% expense ratio, compared with 0.60% for FTIF.

Which ETF pays a higher dividend yield, MOAT or FTIF?

MOAT has the higher dividend yield at 1.28%, compared with 1.08% for FTIF.

What is the main difference between MOAT and FTIF?

MOAT tracks Morningstar Wide Moat Focus Index, while FTIF tracks Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. They also come from different issuers: VanEck and First Trust. Their fees differ too: 0.47% for MOAT and 0.60% for FTIF.

Which has better risk-adjusted returns?

FTIF currently has the higher Sharpe Ratio (2.27 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.