MVAL vs. MOAT
Compare and contrast key facts about VanEck Morningstar Wide Moat Value ETF (MVAL) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
MVAL and MOAT 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. 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 MVAL 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: MVAL or MOAT.
Correlation
The correlation between MVAL and MOAT is 0.90, 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.
Performance
MVAL vs. MOAT - Performance Comparison
Key characteristics
MVAL:
11.03%
MOAT:
11.74%
MVAL:
-7.16%
MOAT:
-33.31%
MVAL:
-6.97%
MOAT:
-5.81%
Returns By Period
In the year-to-date period, MVAL achieves a -1.89% return, which is significantly lower than MOAT's -1.06% return.
MVAL
-1.89%
0.20%
3.68%
N/A
N/A
N/A
MOAT
-1.06%
0.68%
4.84%
8.79%
11.53%
13.01%
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MVAL vs. MOAT - Expense Ratio Comparison
MVAL has a 0.49% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
MVAL vs. MOAT — Risk-Adjusted Performance Rank
MVAL
MOAT
MVAL vs. MOAT - 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 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.
Not enough dataDividends
MVAL vs. MOAT - Dividend Comparison
MVAL's dividend yield for the trailing twelve months is around 0.99%, less than MOAT's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVAL VanEck Morningstar Wide Moat Value ETF | 0.99% | 0.97% | 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 | 1.38% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
MVAL vs. MOAT - Drawdown Comparison
The maximum MVAL drawdown since its inception was -7.16%, 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. For additional features, visit the drawdowns tool.
Volatility
MVAL vs. MOAT - Volatility Comparison
VanEck Morningstar Wide Moat Value ETF (MVAL) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 3.85% and 3.68%, 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.