SJT vs. MOAT
Compare and contrast key facts about San Juan Basin Royalty Trust (SJT) 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.
Performance
SJT vs. MOAT - Performance Comparison
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SJT vs. MOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SJT San Juan Basin Royalty Trust | -17.44% | 46.74% | -22.92% | -50.02% | 120.63% | 163.80% | 11.80% | -45.15% | -38.19% | 39.22% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | -6.87% | 13.20% | 10.73% | 31.89% | -13.66% | 24.12% | 14.84% | 34.79% | -1.28% | 23.18% |
Returns By Period
In the year-to-date period, SJT achieves a -17.44% return, which is significantly lower than MOAT's -6.87% return. Over the past 10 years, SJT has underperformed MOAT with an annualized return of 6.88%, while MOAT has yielded a comparatively higher 13.46% annualized return.
SJT
- 1D
- -3.53%
- 1M
- -9.73%
- YTD
- -17.44%
- 6M
- -26.70%
- 1Y
- -17.14%
- 3Y*
- -22.18%
- 5Y*
- 11.09%
- 10Y*
- 6.88%
MOAT
- 1D
- -0.26%
- 1M
- -9.39%
- YTD
- -6.87%
- 6M
- -2.70%
- 1Y
- 11.53%
- 3Y*
- 10.62%
- 5Y*
- 7.92%
- 10Y*
- 13.46%
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Return for Risk
SJT vs. MOAT — Risk / Return Rank
SJT
MOAT
SJT vs. MOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for San Juan Basin Royalty Trust (SJT) 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.
| SJT | MOAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | 0.59 | -1.03 |
Sortino ratioReturn per unit of downside risk | -0.41 | 0.98 | -1.39 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.13 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.47 | 0.83 | -1.31 |
Martin ratioReturn relative to average drawdown | -0.93 | 3.12 | -4.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SJT | MOAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 0.59 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.44 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.72 | -0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.75 | -0.59 |
Correlation
The correlation between SJT and MOAT is 0.20, 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.
Dividends
SJT vs. MOAT - Dividend Comparison
SJT has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 1.46%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJT San Juan Basin Royalty Trust | 0.00% | 0.00% | 2.89% | 21.81% | 14.58% | 12.67% | 5.96% | 6.85% | 8.03% | 10.19% | 5.05% | 8.81% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.46% | 1.36% | 1.37% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% |
Drawdowns
SJT vs. MOAT - Drawdown Comparison
The maximum SJT drawdown since its inception was -92.82%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for SJT and MOAT.
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Drawdown Indicators
| SJT | MOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.82% | -33.31% | -59.51% |
Max Drawdown (1Y)Largest decline over 1 year | -34.09% | -13.30% | -20.79% |
Max Drawdown (5Y)Largest decline over 5 years | -73.47% | -23.96% | -49.51% |
Max Drawdown (10Y)Largest decline over 10 years | -81.54% | -33.31% | -48.23% |
Current DrawdownCurrent decline from peak | -67.53% | -10.42% | -57.11% |
Average DrawdownAverage peak-to-trough decline | -37.49% | -3.80% | -33.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.38% | 3.55% | +13.83% |
Volatility
SJT vs. MOAT - Volatility Comparison
San Juan Basin Royalty Trust (SJT) has a higher volatility of 10.39% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 4.78%. This indicates that SJT'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
| SJT | MOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.39% | 4.78% | +5.61% |
Volatility (6M)Calculated over the trailing 6-month period | 26.17% | 10.10% | +16.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.66% | 19.76% | +18.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.60% | 18.09% | +30.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.45% | 18.71% | +30.74% |