XVV vs. MOAT
Compare and contrast key facts about iShares ESG Screened S&P 500 ETF (XVV) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
XVV and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020. 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. Both XVV and MOAT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XVV or MOAT.
Performance
XVV vs. MOAT - Performance Comparison
Returns By Period
In the year-to-date period, XVV achieves a 27.12% return, which is significantly higher than MOAT's 14.82% return.
XVV
27.12%
3.19%
13.22%
33.31%
N/A
N/A
MOAT
14.82%
1.09%
10.56%
25.88%
13.95%
13.24%
Key characteristics
| XVV | MOAT | |
|---|---|---|
| Sharpe Ratio | 2.49 | 2.18 |
| Sortino Ratio | 3.31 | 2.97 |
| Omega Ratio | 1.46 | 1.38 |
| Calmar Ratio | 3.63 | 3.92 |
| Martin Ratio | 15.88 | 11.32 |
| Ulcer Index | 2.10% | 2.29% |
| Daily Std Dev | 13.39% | 11.89% |
| Max Drawdown | -27.20% | -33.31% |
| Current Drawdown | -0.58% | -0.55% |
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XVV vs. MOAT - Expense Ratio Comparison
XVV has a 0.08% expense ratio, which is lower than MOAT's 0.48% expense ratio.
Correlation
The correlation between XVV and MOAT is 0.88, 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.
Risk-Adjusted Performance
XVV vs. MOAT - Risk-Adjusted Performance 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.
Dividends
XVV vs. MOAT - Dividend Comparison
XVV's dividend yield for the trailing twelve months is around 1.00%, more than MOAT's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 1.00% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.75% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
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. For additional features, visit the drawdowns tool.
Volatility
XVV vs. MOAT - Volatility Comparison
iShares ESG Screened S&P 500 ETF (XVV) has a higher volatility of 4.18% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.60%. This indicates that XVV'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.