XVV vs. MOAT

Last updated Jun 4, 2026

XVV (iShares ESG Screened S&P 500 ETF) and MOAT (VanEck Vectors Morningstar Wide Moat ETF) are both exchange-traded funds - XVV is a S&P 500 fund tracking the S&P 500 Sustainablility Screened Index, while MOAT is a Large Cap Blend Equities fund tracking the Morningstar Wide Moat Focus Index. Both are passively managed. Over the past 5 years, XVV returned 13.55%/yr vs 8.01%/yr for MOAT. Their correlation of 0.84 suggests significant overlap in exposure. XVV charges 0.08%/yr vs 0.48%/yr for MOAT.

Performance

XVV vs. MOAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Screened S&P 500 ETF (XVV) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XVV achieves a 9.37% return, which is significantly higher than MOAT's -0.94% return.

XVV

• 1D: -0.86%
• 1M: 4.81%
• YTD: 9.37%
• 6M: 9.29%
• 1Y: 26.65%
• 3Y*: 22.30%
• 5Y*: 13.55%
• 10Y*: —

MOAT

• 1D: -1.37%
• 1M: 3.30%
• YTD: -0.94%
• 6M: -0.69%
• 1Y: 14.97%
• 3Y*: 11.34%
• 5Y*: 8.01%
• 10Y*: 13.37%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XVV vs. MOAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
XVV iShares ESG Screened S&P 500 ETF	9.37%	17.53%	25.87%	29.78%	-21.46%	29.19%	16.13%
MOAT VanEck Vectors Morningstar Wide Moat ETF	-0.94%	13.20%	10.73%	31.89%	-13.66%	24.12%	18.41%

Correlation

The correlation between XVV and MOAT is 0.68, 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	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (All Time) Calculated using the full available price history since Sep 25, 2020	0.84

The correlation between XVV and MOAT shifts across timeframes, from 0.68 (1 year) to 0.84 (5 years), reflecting how their relationship changes across market environments.

XVV vs. MOAT - Sectors Allocation Comparison

Sectors	XVV	MOAT
Technology	37.5%	32.8%
Financial Services	13.2%	6.7%
Communication Services	12.5%	2.4%
Consumer Cyclical	11.2%	10.3%
Healthcare	8.5%	16.0%
Industrials	6.8%	13.5%
Consumer Defensive	3.7%	17.5%
Real Estate	2.1%	0.8%
Basic Materials	2.0%	-
Utilities	1.3%	-
Energy	1.2%	-

Return for Risk

XVV vs. MOAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XVV

XVV Risk / Return Rank: 59
XVV Sharpe Ratio Rank: 62
XVV Sortino Ratio Rank: 60
XVV Omega Ratio Rank: 61
XVV Calmar Ratio Rank: 50
XVV Martin Ratio Rank: 61

MOAT

MOAT Risk / Return Rank: 27
MOAT Sharpe Ratio Rank: 29
MOAT Sortino Ratio Rank: 29
MOAT Omega Ratio Rank: 27
MOAT Calmar Ratio Rank: 25
MOAT Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XVV vs. MOAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) 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.

	XVV	MOAT	Difference
Sharpe ratio: Return per unit of total volatility	2.11	1.09	+1.03
Sortino ratio: Return per unit of downside risk	2.89	1.64	+1.25
Omega ratio: Gain probability vs. loss probability	1.38	1.19	+0.19
Calmar ratio: Return relative to maximum drawdown	2.53	1.21	+1.32
Martin ratio: Return relative to average drawdown	11.18	3.77	+7.41
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XVV vs. MOAT - Sharpe Ratio Comparison

The current XVV Sharpe Ratio is 2.11, which is higher than the MOAT Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of XVV and MOAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	XVV	MOAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.11	1.09	+1.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.77	0.44	+0.33
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.00	0.77	+0.23

Drawdowns

XVV vs. MOAT - Drawdown Comparison

The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for XVV and MOAT.

Drawdown Indicators

	XVV	MOAT	Difference
Max Drawdown Largest peak-to-trough decline	-27.20%	-33.31%	+6.11%
Max Drawdown (1Y) Largest decline over 1 year	-10.59%	-12.43%	+1.84%
Max Drawdown (3Y) Largest decline over 3 years	-19.59%	-21.44%	+1.85%
Max Drawdown (5Y) Largest decline over 5 years	-27.20%	-23.96%	-3.24%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.31%	—
Current Drawdown Current decline from peak	-0.86%	-4.72%	+3.86%
Average Drawdown Average peak-to-trough decline	-5.88%	-3.83%	-2.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.39%	3.98%	-1.59%

Volatility

XVV vs. MOAT - Volatility Comparison

The current volatility for iShares ESG Screened S&P 500 ETF (XVV) is 3.09%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 3.82%. This indicates that XVV experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XVV	MOAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.09%	3.82%	-0.73%
Volatility (6M) Calculated over the trailing 6-month period	9.62%	9.87%	-0.25%
Volatility (1Y) Calculated over the trailing 1-year period	12.68%	13.86%	-1.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.61%	18.18%	-0.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.35%	18.68%	-1.33%

XVV vs. MOAT - Expense Ratio Comparison

XVV has a 0.08% expense ratio, which is lower than MOAT's 0.48% expense ratio.

Dividends

XVV vs. MOAT - Dividend Comparison

XVV's dividend yield for the trailing twelve months is around 0.88%, less than MOAT's 1.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MOAT VanEck Vectors Morningstar Wide Moat ETF	1.37%	1.36%	1.37%	0.86%	1.25%	1.08%	1.46%	1.31%	1.79%	1.07%	1.17%	2.13%
XVV iShares ESG Screened S&P 500 ETF	0.88%	0.94%	1.05%	1.25%	1.57%	0.81%	0.31%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XVV and MOAT in my portfolio?

XVV and MOAT have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XVV or MOAT?

MOAT has higher volatility (3.82%) compared to XVV (3.09%). In terms of maximum drawdown, XVV dropped -27.20% vs MOAT's -33.31%.

Which ETF is better, XVV or MOAT?

On 5-year performance, XVV leads with 13.55% vs 8.01% for MOAT. On fees, XVV is cheaper at 0.08% per year. On volatility, XVV has been the lower-risk option at 3.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XVV or MOAT?

Over the 5-year period, XVV has performed better with a 13.55% return vs 8.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XVV or MOAT?

XVV is cheaper with a 0.08% expense ratio, compared with 0.48% for MOAT.

Which ETF pays a higher dividend yield, XVV or MOAT?

MOAT has the higher dividend yield at 1.37%, compared with 0.88% for XVV.

What is the main difference between XVV and MOAT?

XVV is categorized as S&P 500, while MOAT is Large Cap Blend Equities. XVV tracks S&P 500 Sustainablility Screened Index, while MOAT tracks Morningstar Wide Moat Focus Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.08% for XVV and 0.48% for MOAT.

Which has better risk-adjusted returns?

XVV currently has the higher Sharpe Ratio (2.11 vs 1.09), 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.