VASVX vs. MOAT
Compare and contrast key facts about Vanguard Selected Value Fund (VASVX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
VASVX is managed by Vanguard. It was launched on Feb 15, 1996. 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: VASVX or MOAT.
Key characteristics
| VASVX | MOAT | |
|---|---|---|
| YTD Return | 9.07% | 11.88% |
| 1Y Return | 24.20% | 27.17% |
| 3Y Return (Ann) | 7.99% | 7.90% |
| 5Y Return (Ann) | 12.06% | 13.71% |
| 10Y Return (Ann) | 9.20% | 13.13% |
| Sharpe Ratio | 1.87 | 2.42 |
| Sortino Ratio | 2.65 | 3.38 |
| Omega Ratio | 1.33 | 1.44 |
| Calmar Ratio | 3.33 | 2.60 |
| Martin Ratio | 8.36 | 13.08 |
| Ulcer Index | 3.23% | 2.25% |
| Daily Std Dev | 14.29% | 12.05% |
| Max Drawdown | -55.70% | -33.31% |
| Current Drawdown | -3.10% | -2.75% |
Correlation
The correlation between VASVX and MOAT is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VASVX vs. MOAT - Performance Comparison
In the year-to-date period, VASVX achieves a 9.07% return, which is significantly lower than MOAT's 11.88% return. Over the past 10 years, VASVX has underperformed MOAT with an annualized return of 9.20%, while MOAT has yielded a comparatively higher 13.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VASVX vs. MOAT - Expense Ratio Comparison
VASVX has a 0.32% expense ratio, which is lower than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
VASVX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) 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
VASVX vs. MOAT - Dividend Comparison
VASVX's dividend yield for the trailing twelve months is around 7.60%, more than MOAT's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 7.60% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 9.95% | 4.51% | 5.68% | 5.54% | 5.50% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.77% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
VASVX vs. MOAT - Drawdown Comparison
The maximum VASVX drawdown since its inception was -55.70%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for VASVX and MOAT. For additional features, visit the drawdowns tool.
Volatility
VASVX vs. MOAT - Volatility Comparison
Vanguard Selected Value Fund (VASVX) has a higher volatility of 3.32% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 2.55%. This indicates that VASVX'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.