MOAT vs. RIO
Compare and contrast key facts about VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Rio Tinto Group (RIO).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOAT or RIO.
Key characteristics
| MOAT | RIO | |
|---|---|---|
| YTD Return | 4.59% | -2.53% |
| 1Y Return | 20.91% | 18.66% |
| 3Y Return (Ann) | 7.98% | 1.35% |
| 5Y Return (Ann) | 14.88% | 12.53% |
| 10Y Return (Ann) | 13.12% | 10.25% |
| Sharpe Ratio | 1.67 | 0.85 |
| Daily Std Dev | 13.37% | 24.57% |
| Max Drawdown | -33.31% | -88.97% |
| Current Drawdown | -1.26% | -4.14% |
Correlation
The correlation between MOAT and RIO is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MOAT vs. RIO - Performance Comparison
In the year-to-date period, MOAT achieves a 4.59% return, which is significantly higher than RIO's -2.53% return. Over the past 10 years, MOAT has outperformed RIO with an annualized return of 13.12%, while RIO has yielded a comparatively lower 10.25% 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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Risk-Adjusted Performance
MOAT vs. RIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors 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.
Dividends
MOAT vs. RIO - Dividend Comparison
MOAT's dividend yield for the trailing twelve months is around 0.82%, less than RIO's 6.24% 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% |
RIO Rio Tinto Group | 6.24% | 5.40% | 10.48% | 14.39% | 5.13% | 10.70% | 6.32% | 4.45% | 3.96% | 7.79% | 4.46% | 3.15% |
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. For additional features, visit the drawdowns tool.
Volatility
MOAT vs. RIO - Volatility Comparison
The current volatility for VanEck Vectors Morningstar Wide Moat ETF (MOAT) is 2.43%, while Rio Tinto Group (RIO) has a volatility of 5.01%. 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.