MOAT vs. VCR
MOAT (VanEck Morningstar Wide Moat ETF) and VCR (Vanguard Consumer Discretionary ETF) are both exchange-traded funds - MOAT is a Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index, while VCR is a Consumer Discretionary Equities fund tracking the MSCI US Investable Market Consumer Discretionary 25/50 Index. Both are passively managed. Over the past 10 years, MOAT returned 13.47%/yr vs 13.76%/yr for VCR. A 0.78 correlation means they provide meaningful diversification when combined. MOAT charges 0.47%/yr vs 0.10%/yr for VCR.
Performance
MOAT vs. VCR - Performance Comparison
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Returns By Period
In the year-to-date period, MOAT achieves a -0.66% return, which is significantly lower than VCR's -0.09% return. Both investments have delivered pretty close results over the past 10 years, with MOAT having a 13.47% annualized return and VCR not far ahead at 13.76%.
MOAT
- 1D
- 0.41%
- 1M
- 3.19%
- YTD
- -0.66%
- 6M
- -1.22%
- 1Y
- 14.57%
- 3Y*
- 10.55%
- 5Y*
- 7.78%
- 10Y*
- 13.47%
VCR
- 1D
- 0.20%
- 1M
- 0.16%
- YTD
- -0.09%
- 6M
- -1.17%
- 1Y
- 12.37%
- 3Y*
- 13.30%
- 5Y*
- 6.00%
- 10Y*
- 13.76%
MOAT vs. VCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Morningstar Wide Moat ETF | -0.66% | 13.20% | 10.73% | 31.89% | -13.66% | 24.12% | 14.84% | 34.79% | -1.28% | 23.18% |
VCR Vanguard Consumer Discretionary ETF | -0.09% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 27.45% | -2.31% | 22.82% |
Correlation
The correlation between MOAT and VCR is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2012 | 0.78 |
The correlation between MOAT and VCR has been stable across timeframes, ranging from 0.70 to 0.79 - a consistent structural relationship.
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Return for Risk
MOAT vs. VCR — Risk / Return Rank
MOAT
VCR
MOAT vs. VCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat ETF (MOAT) and Vanguard Consumer Discretionary ETF (VCR). 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 | VCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.72 | +0.30 |
| Martin ratioReturn relative to average drawdown | 3.11 | 2.21 | +0.90 |
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Drawdowns
MOAT vs. VCR - Drawdown Comparison
The maximum MOAT drawdown since its inception was -33.31%, smaller than the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for MOAT and VCR.
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Drawdown Indicators
| MOAT | VCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.31% | -61.54% | +28.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -15.59% | +3.16% |
Max Drawdown (3Y)Largest decline over 3 years | -21.44% | -27.36% | +5.92% |
Max Drawdown (5Y)Largest decline over 5 years | -23.96% | -39.20% | +15.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.31% | -39.20% | +5.89% |
Current DrawdownCurrent decline from peak | -4.45% | -4.64% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -9.39% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 5.05% | -0.99% |
Volatility
MOAT vs. VCR - Volatility Comparison
The current volatility for VanEck Morningstar Wide Moat ETF (MOAT) is 4.13%, while Vanguard Consumer Discretionary ETF (VCR) has a volatility of 6.17%. This indicates that MOAT experiences smaller price fluctuations and is considered to be less risky than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MOAT | VCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 6.17% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.90% | 13.48% | -3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.93% | 18.62% | -4.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 24.03% | -5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 22.43% | -3.75% |
MOAT vs. VCR - Expense Ratio Comparison
MOAT has a 0.47% expense ratio, which is higher than VCR's 0.10% expense ratio.
Dividends
MOAT vs. VCR - Dividend Comparison
MOAT's dividend yield for the trailing twelve months is around 1.36%, more than VCR's 0.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Morningstar Wide Moat ETF | 1.36% | 1.36% | 1.37% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% |
VCR Vanguard Consumer Discretionary ETF | 0.73% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
Frequently Asked Questions
MOAT and VCR have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VCR has higher volatility (6.17%) compared to MOAT (4.13%). In terms of maximum drawdown, MOAT dropped -33.31% vs VCR's -61.54%.
On 10-year performance, VCR leads with 13.76% vs 13.47% for MOAT. On fees, VCR is cheaper at 0.10% per year. On volatility, MOAT has been the lower-risk option at 4.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VCR has performed better with a 13.76% return vs 13.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VCR is cheaper with a 0.10% expense ratio, compared with 0.47% for MOAT.
MOAT has the higher dividend yield at 1.36%, compared with 0.73% for VCR.
MOAT is categorized as Large Cap Blend Equities, while VCR is Consumer Discretionary Equities. MOAT tracks Morningstar Wide Moat Focus Index, while VCR tracks MSCI US Investable Market Consumer Discretionary 25/50 Index. They also come from different issuers: VanEck and Vanguard. Their fees differ too: 0.47% for MOAT and 0.10% for VCR.
MOAT currently has the higher Sharpe Ratio (0.91 vs 0.60), 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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