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.
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.
Performance
MOAT vs. SCHD - Performance Comparison
Key characteristics
MOAT:
1.17
SCHD:
1.20
MOAT:
1.63
SCHD:
1.76
MOAT:
1.21
SCHD:
1.21
MOAT:
2.10
SCHD:
1.69
MOAT:
5.91
SCHD:
5.86
MOAT:
2.35%
SCHD:
2.30%
MOAT:
11.87%
SCHD:
11.25%
MOAT:
-33.31%
SCHD:
-33.37%
MOAT:
-3.92%
SCHD:
-6.72%
Returns By Period
The year-to-date returns for both stocks are quite close, with MOAT having a 11.77% return and SCHD slightly lower at 11.54%. Over the past 10 years, MOAT has outperformed SCHD with an annualized return of 13.07%, while SCHD has yielded a comparatively lower 10.86% annualized return.
MOAT
11.77%
-0.51%
9.00%
12.43%
12.61%
13.07%
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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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.
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 has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.64%.
| 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% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 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) has a higher volatility of 4.17% compared to Schwab US Dividend Equity ETF (SCHD) at 3.88%. This indicates that MOAT's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.