VYSVX vs. MOAT
Compare and contrast key facts about Vericimetry U.S. Small Cap Value Fund (VYSVX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
VYSVX is managed by Vericimetry Funds. It was launched on Dec 27, 2011. 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: VYSVX or MOAT.
Correlation
The correlation between VYSVX and MOAT is 0.78, 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
VYSVX vs. MOAT - Performance Comparison
Key characteristics
VYSVX:
0.27
MOAT:
0.81
VYSVX:
0.52
MOAT:
1.17
VYSVX:
1.07
MOAT:
1.15
VYSVX:
0.28
MOAT:
1.42
VYSVX:
0.80
MOAT:
3.34
VYSVX:
7.13%
MOAT:
2.81%
VYSVX:
20.98%
MOAT:
11.52%
VYSVX:
-54.88%
MOAT:
-33.31%
VYSVX:
-15.45%
MOAT:
-5.41%
Returns By Period
In the year-to-date period, VYSVX achieves a 2.90% return, which is significantly higher than MOAT's -0.64% return. Over the past 10 years, VYSVX has underperformed MOAT with an annualized return of 3.53%, while MOAT has yielded a comparatively higher 13.04% annualized return.
VYSVX
2.90%
-0.48%
-1.59%
4.64%
5.33%
3.53%
MOAT
-0.64%
-2.10%
0.94%
8.68%
11.66%
13.04%
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VYSVX vs. MOAT - Expense Ratio Comparison
VYSVX has a 0.63% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
VYSVX vs. MOAT — Risk-Adjusted Performance Rank
VYSVX
MOAT
VYSVX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vericimetry U.S. Small Cap Value Fund (VYSVX) 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
VYSVX vs. MOAT - Dividend Comparison
VYSVX's dividend yield for the trailing twelve months is around 1.19%, less than MOAT's 1.38% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VYSVX Vericimetry U.S. Small Cap Value Fund | 1.19% | 1.23% | 1.39% | 1.21% | 1.02% | 1.06% | 1.04% | 1.00% | 0.59% | 0.67% | 0.98% | 0.66% |
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
VYSVX vs. MOAT - Drawdown Comparison
The maximum VYSVX drawdown since its inception was -54.88%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for VYSVX and MOAT. For additional features, visit the drawdowns tool.
Volatility
VYSVX vs. MOAT - Volatility Comparison
Vericimetry U.S. Small Cap Value Fund (VYSVX) has a higher volatility of 4.03% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.07%. This indicates that VYSVX'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.