MOAT vs. VONG
Compare and contrast key facts about VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Vanguard Russell 1000 Growth ETF (VONG).
MOAT and VONG 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. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. Both MOAT and VONG 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 VONG.
Performance
MOAT vs. VONG - Performance Comparison
Returns By Period
In the year-to-date period, MOAT achieves a 12.35% return, which is significantly lower than VONG's 30.27% return. Over the past 10 years, MOAT has underperformed VONG with an annualized return of 12.96%, while VONG has yielded a comparatively higher 16.43% annualized return.
MOAT
12.35%
-1.70%
6.66%
23.80%
13.48%
12.96%
VONG
30.27%
2.30%
14.52%
36.41%
19.48%
16.43%
Key characteristics
| MOAT | VONG | |
|---|---|---|
| Sharpe Ratio | 2.01 | 2.16 |
| Sortino Ratio | 2.75 | 2.82 |
| Omega Ratio | 1.36 | 1.40 |
| Calmar Ratio | 3.54 | 2.75 |
| Martin Ratio | 10.39 | 10.82 |
| Ulcer Index | 2.28% | 3.33% |
| Daily Std Dev | 11.81% | 16.71% |
| Max Drawdown | -33.31% | -32.72% |
| Current Drawdown | -2.69% | -1.43% |
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MOAT vs. VONG - Expense Ratio Comparison
MOAT has a 0.48% expense ratio, which is higher than VONG's 0.08% expense ratio.
Correlation
The correlation between MOAT and VONG is 0.80, 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. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Wide Moat ETF (MOAT) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
MOAT's dividend yield for the trailing twelve months is around 0.76%, more than VONG's 0.59% 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% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
MOAT vs. VONG - Drawdown Comparison
The maximum MOAT drawdown since its inception was -33.31%, roughly equal to the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for MOAT and VONG. For additional features, visit the drawdowns tool.
Volatility
MOAT vs. VONG - Volatility Comparison
The current volatility for VanEck Vectors Morningstar Wide Moat ETF (MOAT) is 3.30%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.69%. This indicates that MOAT experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.