MVAL vs. MOAT
MVAL (VanEck Morningstar Wide Moat Value ETF) and MOAT (VanEck Vectors Morningstar Wide Moat ETF) are both exchange-traded funds - MVAL is a Large Cap Value Equities fund tracking the Morningstar US Broad Value Wide Moat Focus Index - Benchmark TR Gross, while MOAT is a Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. Both are passively managed. Over the past year, MVAL returned 13.96% vs 14.97% for MOAT. Their correlation of 0.91 suggests significant overlap in exposure. MVAL charges 0.49%/yr vs 0.48%/yr for MOAT.
Performance
MVAL vs. MOAT - Performance Comparison
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Returns By Period
In the year-to-date period, MVAL achieves a -2.29% return, which is significantly lower than MOAT's -0.94% return.
MVAL
- 1D
- -0.54%
- 1M
- -0.15%
- YTD
- -2.29%
- 6M
- -2.26%
- 1Y
- 13.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MOAT
- 1D
- -1.37%
- 1M
- 3.30%
- YTD
- -0.94%
- 6M
- -0.69%
- 1Y
- 14.97%
- 3Y*
- 11.34%
- 5Y*
- 8.01%
- 10Y*
- 13.37%
MVAL vs. MOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MVAL VanEck Morningstar Wide Moat Value ETF | -2.29% | 14.17% | 6.10% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | -0.94% | 13.20% | 4.54% |
Correlation
The correlation between MVAL and MOAT is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2024 | 0.91 |
The correlation between MVAL and MOAT has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.
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Return for Risk
MVAL vs. MOAT — Risk / Return Rank
MVAL
MOAT
MVAL vs. MOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat Value ETF (MVAL) 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.
| MVAL | MOAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.21 | -0.06 |
| Martin ratioReturn relative to average drawdown | 2.87 | 3.77 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MVAL | MOAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.09 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.77 | -0.25 |
Drawdowns
MVAL vs. MOAT - Drawdown Comparison
The maximum MVAL drawdown since its inception was -19.56%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for MVAL and MOAT.
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Drawdown Indicators
| MVAL | MOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.56% | -33.31% | +13.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -12.43% | +0.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.44% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.96% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.31% | — |
Current DrawdownCurrent decline from peak | -10.57% | -4.72% | -5.85% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -3.83% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 3.98% | +0.90% |
Volatility
MVAL vs. MOAT - Volatility Comparison
The current volatility for VanEck Morningstar Wide Moat Value ETF (MVAL) is 3.59%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 3.82%. This indicates that MVAL experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVAL | MOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.82% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 9.87% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.73% | 13.86% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 18.18% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 18.68% | -3.28% |
MVAL vs. MOAT - Expense Ratio Comparison
MVAL has a 0.49% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Dividends
MVAL vs. MOAT - Dividend Comparison
MVAL's dividend yield for the trailing twelve months is around 1.79%, more than MOAT's 1.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.37% | 1.36% | 1.37% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% |
MVAL VanEck Morningstar Wide Moat Value ETF | 1.79% | 1.75% | 0.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MVAL and MOAT have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MOAT has higher volatility (3.82%) compared to MVAL (3.59%). In terms of maximum drawdown, MVAL dropped -19.56% vs MOAT's -33.31%.
On 1-year performance, MOAT leads with 14.97% vs 13.96% for MVAL. On fees, MOAT is cheaper at 0.48% per year. On volatility, MVAL has been the lower-risk option at 3.59%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, MOAT has performed better with a 14.97% return vs 13.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MOAT is cheaper with a 0.48% expense ratio, compared with 0.49% for MVAL.
MVAL has the higher dividend yield at 1.79%, compared with 1.37% for MOAT.
MVAL is categorized as Large Cap Value Equities, while MOAT is Large Cap Blend Equities. MVAL tracks Morningstar US Broad Value Wide Moat Focus Index - Benchmark TR Gross, while MOAT tracks Morningstar Wide Moat Focus Index. Their fees differ too: 0.49% for MVAL and 0.48% for MOAT.
MOAT currently has the higher Sharpe Ratio (1.09 vs 1.02), 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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