MOAT vs. RIO
MOAT (VanEck Morningstar Wide Moat ETF) is Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index, while RIO (Rio Tinto Group) is a stock. Over the past 10 years, MOAT returned 13.61%/yr vs 19.22%/yr for RIO. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
MOAT vs. RIO - Performance Comparison
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Returns By Period
In the year-to-date period, MOAT achieves a 5.78% return, which is significantly lower than RIO's 23.18% return. Over the past 10 years, MOAT has underperformed RIO with an annualized return of 13.61%, while RIO has yielded a comparatively higher 19.22% annualized 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%
RIO
- 1D
- -0.98%
- 1M
- 1.57%
- 6M
- 6.55%
- YTD
- 23.18%
- 1Y
- 69.27%
- 3Y*
- 21.67%
- 5Y*
- 9.40%
- 10Y*
- 19.22%
- ALL TIME*
- 11.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $67.13M | $66.89M | $81.17M | |
| $258.20M | $269.44M | $274.19M |
MOAT vs. RIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Morningstar Wide Moat ETF | 5.78% | 13.20% | 10.73% | 31.89% | -13.66% | 24.12% | 14.84% | 34.79% | -1.28% | 23.18% |
RIO Rio Tinto Group | 23.18% | 44.47% | -15.36% | 11.06% | 18.48% | -3.67% | 36.22% | 33.18% | -2.93% | 44.87% |
Correlation
The correlation between MOAT and RIO is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.37 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2012 | 0.47 |
Over the past year, the correlation between MOAT and RIO has dropped to 0.25 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
MOAT vs. RIO — Risk / Return Rank
MOAT
RIO
MOAT vs. RIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat ETF (MOAT) and Rio Tinto Group (RIO). 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 | RIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 3.36 | -2.08 |
| Martin ratioReturn relative to average drawdown | 3.82 | 9.79 | -5.97 |
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Drawdowns
MOAT vs. RIO - Drawdown Comparison
The maximum MOAT drawdown since its inception was -33.31%, smaller than the maximum RIO drawdown of -88.97%. Use the drawdown chart below to compare losses from any high point for MOAT and RIO.
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Drawdown Indicators
| MOAT | RIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.31% | -88.97% | +55.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -20.74% | +8.31% |
Max Drawdown (3Y)Largest decline over 3 years | -21.44% | -24.19% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -23.96% | -35.25% | +11.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.31% | -37.47% | +4.16% |
Current DrawdownCurrent decline from peak | 0.00% | -14.41% | +14.41% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -23.73% | +19.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 7.10% | -2.94% |
Volatility
MOAT vs. RIO - Volatility Comparison
The current volatility for VanEck Morningstar Wide Moat ETF (MOAT) is 4.08%, while Rio Tinto Group (RIO) has a volatility of 8.61%. This indicates that MOAT experiences smaller price fluctuations and is considered to be less risky than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MOAT | RIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 8.61% | -4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.55% | 24.26% | -13.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.01% | 29.37% | -15.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 29.17% | -10.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 30.42% | -11.79% |
Dividends
MOAT vs. RIO - Dividend Comparison
MOAT's dividend yield for the trailing twelve months is around 1.28%, less than RIO's 4.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RIO Rio Tinto Group | 4.19% | 4.66% | 7.40% | 5.40% | 10.48% | 10.23% | 5.13% | 7.68% | 6.32% | 4.47% | 3.93% | 7.58% |
Frequently Asked Questions
MOAT and RIO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIO has higher volatility (8.61%) compared to MOAT (4.08%). In terms of maximum drawdown, MOAT dropped -33.31% vs RIO's -88.97%.
RIO currently has the higher Sharpe Ratio (2.38 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.
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