MOAT vs. SCHD
Compare and contrast key facts about VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Schwab US Dividend Equity ETF (SCHD).
MOAT and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both MOAT and SCHD 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 SCHD.
Performance
MOAT vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, MOAT achieves a 13.50% return, which is significantly lower than SCHD's 17.35% return. Over the past 10 years, MOAT has outperformed SCHD with an annualized return of 13.09%, while SCHD has yielded a comparatively lower 11.54% annualized return.
MOAT
13.50%
-0.40%
9.72%
24.43%
13.70%
13.09%
SCHD
17.35%
2.29%
13.68%
26.18%
12.87%
11.54%
Key characteristics
| MOAT | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.12 | 2.40 |
| Sortino Ratio | 2.88 | 3.44 |
| Omega Ratio | 1.37 | 1.42 |
| Calmar Ratio | 3.80 | 3.63 |
| Martin Ratio | 10.96 | 12.99 |
| Ulcer Index | 2.29% | 2.05% |
| Daily Std Dev | 11.85% | 11.09% |
| Max Drawdown | -33.31% | -33.37% |
| Current Drawdown | -1.69% | -0.62% |
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MOAT vs. SCHD - Expense Ratio Comparison
MOAT has a 0.48% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between MOAT and SCHD 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.
Risk-Adjusted Performance
MOAT vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
MOAT's dividend yield for the trailing twelve months is around 0.76%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.76% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
MOAT vs. SCHD - Drawdown Comparison
The maximum MOAT drawdown since its inception was -33.31%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MOAT and SCHD. For additional features, visit the drawdowns tool.
Volatility
MOAT vs. SCHD - Volatility Comparison
VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.46% and 3.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.