PH vs. MOAT
PH (Parker-Hannifin Corporation) is a stock, while MOAT (VanEck Morningstar Wide Moat ETF) is Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. Over the past 10 years, PH returned 25.12%/yr vs 13.47%/yr for MOAT. A 0.67 correlation means they provide meaningful diversification when combined.
Performance
PH vs. MOAT - Performance Comparison
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Returns By Period
In the year-to-date period, PH achieves a 3.21% return, which is significantly higher than MOAT's -0.66% return. Over the past 10 years, PH has outperformed MOAT with an annualized return of 25.12%, while MOAT has yielded a comparatively lower 13.47% annualized return.
PH
- 1D
- 0.12%
- 1M
- 4.72%
- YTD
- 3.21%
- 6M
- 2.52%
- 1Y
- 39.33%
- 3Y*
- 36.33%
- 5Y*
- 26.12%
- 10Y*
- 25.12%
MOAT
- 1D
- 0.41%
- 1M
- 3.19%
- YTD
- -0.66%
- 6M
- -1.22%
- 1Y
- 14.57%
- 3Y*
- 10.55%
- 5Y*
- 7.78%
- 10Y*
- 13.47%
PH vs. MOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 3.21% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
MOAT VanEck Morningstar Wide Moat ETF | -0.66% | 13.20% | 10.73% | 31.89% | -13.66% | 24.12% | 14.84% | 34.79% | -1.28% | 23.18% |
Correlation
The correlation between PH and MOAT is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2012 | 0.67 |
The correlation between PH and MOAT shifts across timeframes, from 0.51 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PH vs. MOAT — Risk / Return Rank
PH
MOAT
PH vs. MOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) and VanEck 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PH | MOAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.02 | +0.89 |
| Martin ratioReturn relative to average drawdown | 5.64 | 3.11 | +2.53 |
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Drawdowns
PH vs. MOAT - Drawdown Comparison
The maximum PH drawdown since its inception was -66.92%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for PH and MOAT.
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Drawdown Indicators
| PH | MOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.92% | -33.31% | -33.61% |
Max Drawdown (1Y)Largest decline over 1 year | -19.34% | -12.43% | -6.91% |
Max Drawdown (3Y)Largest decline over 3 years | -26.79% | -21.44% | -5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -28.64% | -23.96% | -4.68% |
Max Drawdown (10Y)Largest decline over 10 years | -54.68% | -33.31% | -21.37% |
Current DrawdownCurrent decline from peak | -11.49% | -4.45% | -7.04% |
Average DrawdownAverage peak-to-trough decline | -15.33% | -3.83% | -11.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.52% | 4.06% | +2.46% |
Volatility
PH vs. MOAT - Volatility Comparison
Parker-Hannifin Corporation (PH) has a higher volatility of 7.58% compared to VanEck Morningstar Wide Moat ETF (MOAT) at 4.13%. This indicates that PH'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.
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Volatility by Period
| PH | MOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.58% | 4.13% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 18.96% | 9.90% | +9.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.10% | 13.93% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.68% | 18.20% | +10.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.70% | 18.68% | +13.02% |
Dividends
PH vs. MOAT - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 0.82%, less than MOAT's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT VanEck Morningstar Wide Moat ETF | 1.36% | 1.36% | 1.37% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% |
PH Parker-Hannifin Corporation | 0.82% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
Frequently Asked Questions
PH and MOAT have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PH has higher volatility (7.58%) compared to MOAT (4.13%). In terms of maximum drawdown, PH dropped -66.92% vs MOAT's -33.31%.
PH currently has the higher Sharpe Ratio (1.47 vs 0.91), 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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