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.
Key characteristics
| MOAT | IOO | |
|---|---|---|
| YTD Return | 4.59% | 13.90% |
| 1Y Return | 20.91% | 27.76% |
| 3Y Return (Ann) | 7.98% | 11.51% |
| 5Y Return (Ann) | 14.88% | 15.75% |
| 10Y Return (Ann) | 13.12% | 11.25% |
| Sharpe Ratio | 1.67 | 2.30 |
| Daily Std Dev | 13.37% | 12.17% |
| Max Drawdown | -33.31% | -55.85% |
| Current Drawdown | -1.26% | 0.00% |
Correlation
The correlation between MOAT and IOO is 0.83, 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
In the year-to-date period, MOAT achieves a 4.59% return, which is significantly lower than IOO's 13.90% return. Over the past 10 years, MOAT has outperformed IOO with an annualized return of 13.12%, while IOO has yielded a comparatively lower 11.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 0.82%, less than IOO's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.82% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
IOO iShares Global 100 ETF | 1.31% | 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
The current volatility for VanEck Vectors Morningstar Wide Moat ETF (MOAT) is 2.43%, while iShares Global 100 ETF (IOO) has a volatility of 4.02%. This indicates that MOAT experiences smaller price fluctuations and is considered to be less risky than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.