MOGB.L vs. MOAT
Compare and contrast key facts about VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
MOGB.L and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOGB.L is a passively managed fund by VanEck that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 16, 2015. 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. Both MOGB.L and MOAT 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: MOGB.L or MOAT.
Key characteristics
| MOGB.L | MOAT | |
|---|---|---|
| YTD Return | 13.96% | 14.48% |
| 1Y Return | 24.30% | 32.73% |
| 3Y Return (Ann) | 5.11% | 8.85% |
| 5Y Return (Ann) | 10.22% | 13.98% |
| Sharpe Ratio | 2.22 | 2.56 |
| Sortino Ratio | 3.11 | 3.53 |
| Omega Ratio | 1.39 | 1.46 |
| Calmar Ratio | 3.32 | 2.73 |
| Martin Ratio | 9.94 | 13.75 |
| Ulcer Index | 2.43% | 2.25% |
| Daily Std Dev | 10.83% | 12.06% |
| Max Drawdown | -24.07% | -33.31% |
| Current Drawdown | 0.00% | -0.48% |
Correlation
The correlation between MOGB.L and MOAT is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MOGB.L vs. MOAT - Performance Comparison
The year-to-date returns for both investments are quite close, with MOGB.L having a 13.96% return and MOAT slightly higher at 14.48%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MOGB.L vs. MOAT - Expense Ratio Comparison
MOGB.L has a 0.49% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
MOGB.L vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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
MOGB.L vs. MOAT - Dividend Comparison
MOGB.L has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 0.75%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOGB.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.75% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
MOGB.L vs. MOAT - Drawdown Comparison
The maximum MOGB.L drawdown since its inception was -24.07%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for MOGB.L and MOAT. For additional features, visit the drawdowns tool.
Volatility
MOGB.L vs. MOAT - Volatility Comparison
VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOGB.L) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 2.70% and 2.67%, 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.