OTIS vs. MOAT
Compare and contrast key facts about Otis Worldwide Corporation (OTIS) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTIS or MOAT.
Correlation
The correlation between OTIS and MOAT is 0.61, 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
OTIS vs. MOAT - Performance Comparison
Key characteristics
OTIS:
0.69
MOAT:
1.31
OTIS:
0.99
MOAT:
1.80
OTIS:
1.13
MOAT:
1.23
OTIS:
0.90
MOAT:
2.35
OTIS:
2.29
MOAT:
6.00
OTIS:
5.54%
MOAT:
2.59%
OTIS:
18.40%
MOAT:
11.83%
OTIS:
-29.99%
MOAT:
-33.31%
OTIS:
-10.25%
MOAT:
-3.38%
Returns By Period
In the year-to-date period, OTIS achieves a 2.33% return, which is significantly higher than MOAT's 1.50% return.
OTIS
2.33%
0.98%
-2.24%
10.71%
N/A
N/A
MOAT
1.50%
1.44%
8.10%
14.80%
12.25%
13.98%
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Risk-Adjusted Performance
OTIS vs. MOAT — Risk-Adjusted Performance Rank
OTIS
MOAT
OTIS vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Otis Worldwide Corporation (OTIS) 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
OTIS vs. MOAT - Dividend Comparison
OTIS's dividend yield for the trailing twelve months is around 1.59%, more than MOAT's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTIS Otis Worldwide Corporation | 1.59% | 1.63% | 1.46% | 1.42% | 1.06% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.35% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
OTIS vs. MOAT - Drawdown Comparison
The maximum OTIS drawdown since its inception was -29.99%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for OTIS and MOAT. For additional features, visit the drawdowns tool.
Volatility
OTIS vs. MOAT - Volatility Comparison
Otis Worldwide Corporation (OTIS) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 4.28% and 4.39%, 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.