MOAT vs. IOO
Compare and contrast key facts about VanEck Vectors Morningstar Wide Moat ETF (MOAT) and iShares Global 100 ETF (IOO).
MOAT and IOO 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. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both MOAT and IOO 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 IOO.
Correlation
The correlation between MOAT and IOO is 0.82, 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.
Performance
MOAT vs. IOO - Performance Comparison
Key characteristics
MOAT:
1.17
IOO:
2.10
MOAT:
1.63
IOO:
2.76
MOAT:
1.21
IOO:
1.39
MOAT:
2.10
IOO:
2.62
MOAT:
5.91
IOO:
10.71
MOAT:
2.35%
IOO:
2.72%
MOAT:
11.87%
IOO:
13.90%
MOAT:
-33.31%
IOO:
-55.85%
MOAT:
-3.92%
IOO:
-1.57%
Returns By Period
In the year-to-date period, MOAT achieves a 11.77% return, which is significantly lower than IOO's 27.31% return. Over the past 10 years, MOAT has outperformed IOO with an annualized return of 13.07%, while IOO has yielded a comparatively lower 12.38% annualized return.
MOAT
11.77%
-0.51%
9.00%
12.43%
12.61%
13.07%
IOO
27.31%
2.55%
5.39%
27.80%
15.42%
12.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MOAT vs. IOO - Expense Ratio Comparison
MOAT has a 0.48% expense ratio, which is higher than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
MOAT vs. IOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Wide Moat ETF (MOAT) and iShares Global 100 ETF (IOO). 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. IOO - Dividend Comparison
MOAT has not paid dividends to shareholders, while IOO's dividend yield for the trailing twelve months is around 1.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.00% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
IOO iShares Global 100 ETF | 1.07% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% | 2.37% |
Drawdowns
MOAT vs. IOO - Drawdown Comparison
The maximum MOAT drawdown since its inception was -33.31%, smaller than the maximum IOO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for MOAT and IOO. For additional features, visit the drawdowns tool.
Volatility
MOAT vs. IOO - Volatility Comparison
VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a higher volatility of 4.17% compared to iShares Global 100 ETF (IOO) at 3.75%. This indicates that MOAT's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.