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MOAT vs. SGLN.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MOAT vs. SGLN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Morningstar Wide Moat ETF (MOAT) and iShares Physical Gold ETC (SGLN.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

MOAT is traded in USD, while SGLN.L is traded in GBp. To make them comparable, the SGLN.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, MOAT achieves a -1.46% return, which is significantly lower than SGLN.L's 0.50% return. Both investments have delivered pretty close results over the past 10 years, with MOAT having a 13.34% annualized return and SGLN.L not far behind at 13.13%.


MOAT

1D
-1.39%
1M
0.51%
YTD
-1.46%
6M
-1.67%
1Y
13.48%
3Y*
11.01%
5Y*
7.89%
10Y*
13.34%

SGLN.L

1D
-3.03%
1M
-7.99%
YTD
0.50%
6M
2.73%
1Y
29.88%
3Y*
30.03%
5Y*
17.89%
10Y*
13.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MOAT vs. SGLN.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MOAT
VanEck Morningstar Wide Moat ETF
-1.46%13.20%10.73%31.89%-13.66%24.12%14.84%34.79%-1.28%23.18%
SGLN.L
iShares Physical Gold ETC
0.50%65.25%26.06%12.89%-0.12%-3.71%23.60%19.23%-1.55%11.36%

Correlation

The correlation between MOAT and SGLN.L is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Apr 26, 2012

0.05

The correlation between MOAT and SGLN.L shifts across timeframes, from 0.05 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

MOAT vs. SGLN.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MOAT
MOAT Risk / Return Rank: 2828
Overall Rank
MOAT Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MOAT Sortino Ratio Rank: 3030
Sortino Ratio Rank
MOAT Omega Ratio Rank: 2727
Omega Ratio Rank
MOAT Calmar Ratio Rank: 2525
Calmar Ratio Rank
MOAT Martin Ratio Rank: 2727
Martin Ratio Rank

SGLN.L
SGLN.L Risk / Return Rank: 3939
Overall Rank
SGLN.L Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SGLN.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
SGLN.L Omega Ratio Rank: 4545
Omega Ratio Rank
SGLN.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
SGLN.L Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MOAT vs. SGLN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat ETF (MOAT) and iShares Physical Gold ETC (SGLN.L). 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.


MOATSGLN.LDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.02

Omega ratioGain probability vs. loss probability

1.18

1.23

-0.05

Calmar ratioReturn relative to maximum drawdown

1.18

1.57

-0.39

Martin ratioReturn relative to average drawdown

3.66

4.20

-0.54

MOAT vs. SGLN.L - Sharpe Ratio Comparison

The current MOAT Sharpe Ratio is 1.06, which is comparable to the SGLN.L Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of MOAT and SGLN.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MOATSGLN.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.19

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.79

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.70

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.18

+0.59

Drawdowns

MOAT vs. SGLN.L - Drawdown Comparison

The maximum MOAT drawdown since its inception was -33.31%, smaller than the maximum SGLN.L drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for MOAT and SGLN.L.


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Drawdown Indicators


MOATSGLN.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.31%

-56.74%

+23.43%

Max Drawdown (1Y)

Largest decline over 1 year

-12.43%

-18.44%

+6.01%

Max Drawdown (3Y)

Largest decline over 3 years

-21.44%

-19.67%

-1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-23.96%

-21.27%

-2.69%

Max Drawdown (10Y)

Largest decline over 10 years

-33.31%

-21.27%

-12.04%

Current Drawdown

Current decline from peak

-5.22%

-18.44%

+13.22%

Average Drawdown

Average peak-to-trough decline

-3.83%

-33.03%

+29.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.00%

6.93%

-2.93%

Volatility

MOAT vs. SGLN.L - Volatility Comparison

The current volatility for VanEck Morningstar Wide Moat ETF (MOAT) is 4.05%, while iShares Physical Gold ETC (SGLN.L) has a volatility of 5.73%. This indicates that MOAT experiences smaller price fluctuations and is considered to be less risky than SGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MOATSGLN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.05%

5.73%

-1.68%

Volatility (6M)

Calculated over the trailing 6-month period

9.90%

21.25%

-11.35%

Volatility (1Y)

Calculated over the trailing 1-year period

13.92%

24.46%

-10.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.18%

22.62%

-4.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.69%

18.77%

-0.08%

MOAT vs. SGLN.L - Expense Ratio Comparison

MOAT has a 0.47% expense ratio, which is higher than SGLN.L's 0.12% expense ratio.


Dividends

MOAT vs. SGLN.L - Dividend Comparison

MOAT's dividend yield for the trailing twelve months is around 1.38%, while SGLN.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
MOAT
VanEck Morningstar Wide Moat ETF
1.38%1.36%1.37%0.86%1.25%1.08%1.46%1.31%1.79%1.07%1.17%2.13%
SGLN.L
iShares Physical Gold ETC
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MOAT and SGLN.L have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SGLN.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SGLN.L is cheaper with a 0.12% expense ratio, compared with 0.47% for MOAT.

MOAT is categorized as Large Cap Blend Equities, while SGLN.L is Gold. MOAT tracks Morningstar Wide Moat Focus Index, while SGLN.L tracks LBMA Gold Price. They also come from different issuers: VanEck and iShares. Their fees differ too: 0.47% for MOAT and 0.12% for SGLN.L.

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