OTIS vs. MOAT

The year-to-date returns for both stocks are quite close, with OTIS having a 16.35% return and MOAT slightly lower at 16.33%.

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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.

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.

The current OTIS Sharpe Ratio is 1.23, which is lower than the MOAT Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of OTIS and MOAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OTIS's dividend yield for the trailing twelve months is around 1.47%, more than MOAT's 0.74% yield.

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.

Otis Worldwide Corporation (OTIS) has a higher volatility of 5.18% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.74%. This indicates that OTIS's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.