MVAL vs. DURA
Compare and contrast key facts about VanEck Morningstar Wide Moat Value ETF (MVAL) and VanEck Vectors Morningstar Durable Dividend ETF (DURA).
MVAL and DURA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MVAL is a passively managed fund by VanEck that tracks the performance of the Morningstar US Broad Value Wide Moat Focus Index - Benchmark TR Gross. It was launched on Mar 26, 2024. DURA is a passively managed fund by VanEck that tracks the performance of the Morningstar US Dividend Valuation Index. It was launched on Oct 30, 2018. Both MVAL and DURA 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: MVAL or DURA.
Correlation
The correlation between MVAL and DURA is 0.41, 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
MVAL vs. DURA - Performance Comparison
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Key characteristics
MVAL:
0.26
DURA:
0.25
MVAL:
0.48
DURA:
0.40
MVAL:
1.07
DURA:
1.06
MVAL:
0.22
DURA:
0.23
MVAL:
0.79
DURA:
0.77
MVAL:
5.50%
DURA:
4.24%
MVAL:
17.37%
DURA:
15.01%
MVAL:
-19.56%
DURA:
-33.12%
MVAL:
-6.71%
DURA:
-5.75%
Returns By Period
In the year-to-date period, MVAL achieves a -1.61% return, which is significantly lower than DURA's 0.38% return.
MVAL
-1.61%
9.24%
-3.26%
4.57%
N/A
N/A
N/A
DURA
0.38%
4.51%
-3.47%
3.67%
5.13%
8.86%
N/A
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MVAL vs. DURA - Expense Ratio Comparison
MVAL has a 0.49% expense ratio, which is higher than DURA's 0.29% expense ratio.
Risk-Adjusted Performance
MVAL vs. DURA — Risk-Adjusted Performance Rank
MVAL
DURA
MVAL vs. DURA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat Value ETF (MVAL) and VanEck Vectors Morningstar Durable Dividend ETF (DURA). 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.
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Dividends
MVAL vs. DURA - Dividend Comparison
MVAL's dividend yield for the trailing twelve months is around 0.99%, less than DURA's 3.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
MVAL VanEck Morningstar Wide Moat Value ETF | 0.99% | 0.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DURA VanEck Vectors Morningstar Durable Dividend ETF | 3.48% | 3.33% | 3.58% | 3.01% | 2.89% | 3.49% | 3.08% | 0.66% |
Drawdowns
MVAL vs. DURA - Drawdown Comparison
The maximum MVAL drawdown since its inception was -19.56%, smaller than the maximum DURA drawdown of -33.12%. Use the drawdown chart below to compare losses from any high point for MVAL and DURA. For additional features, visit the drawdowns tool.
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Volatility
MVAL vs. DURA - Volatility Comparison
VanEck Morningstar Wide Moat Value ETF (MVAL) has a higher volatility of 5.21% compared to VanEck Vectors Morningstar Durable Dividend ETF (DURA) at 4.00%. This indicates that MVAL's price experiences larger fluctuations and is considered to be riskier than DURA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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