PBEE.L vs. MOAT
Compare and contrast key facts about Pensionbee Group plc (PBEE.L) 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: PBEE.L or MOAT.
Correlation
The correlation between PBEE.L and MOAT is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PBEE.L vs. MOAT - Performance Comparison
Key characteristics
PBEE.L:
1.67
MOAT:
0.71
PBEE.L:
2.57
MOAT:
1.03
PBEE.L:
1.31
MOAT:
1.13
PBEE.L:
1.24
MOAT:
1.25
PBEE.L:
6.25
MOAT:
2.99
PBEE.L:
10.38%
MOAT:
2.77%
PBEE.L:
38.97%
MOAT:
11.58%
PBEE.L:
-75.14%
MOAT:
-33.31%
PBEE.L:
-18.85%
MOAT:
-5.57%
Returns By Period
In the year-to-date period, PBEE.L achieves a -3.43% return, which is significantly lower than MOAT's -0.81% return.
PBEE.L
-3.43%
-0.96%
-3.13%
71.08%
N/A
N/A
MOAT
-0.81%
-0.34%
1.33%
9.20%
11.58%
13.02%
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Risk-Adjusted Performance
PBEE.L vs. MOAT — Risk-Adjusted Performance Rank
PBEE.L
MOAT
PBEE.L vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pensionbee Group plc (PBEE.L) 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
PBEE.L vs. MOAT - Dividend Comparison
PBEE.L has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBEE.L Pensionbee Group plc | 0.00% | 0.00% | 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
PBEE.L vs. MOAT - Drawdown Comparison
The maximum PBEE.L drawdown since its inception was -75.14%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for PBEE.L and MOAT. For additional features, visit the drawdowns tool.
Volatility
PBEE.L vs. MOAT - Volatility Comparison
Pensionbee Group plc (PBEE.L) has a higher volatility of 10.61% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.12%. This indicates that PBEE.L'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.