MOAT ETF

MOAT ETF
$108.54
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Returns Overview

1 Month
+3.72%
3 Months
+7.39%
6 Months
+2.94%
YTD
+4.16%
1 Year
+12.85%
3 Years (annualized)
+10.38%
5 Years (annualized)
+8.71%
10 Years (annualized)
+13.58%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MOAT have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Wide Moat Focus Index(^MWMF)
This ETF (YTD)
+4.16%
Peer Avg (YTD)
+9.41%
vs Peers
-5.26%

MOAT ETF Performance

MOAT performance across multiple time periods: 1-month 3.72%, YTD 4.16%, 1-year 12.85%, 3-year 10.38%, 5-year 8.71%, 10-year 13.58%.

MOAT returns trail the peer average of 9.41% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

MOAT vs another fund shows side-by-side returns. MOAT alternatives are available in the ETF Screener.

Compare MOAT

MOAT vs SPYMOAT vs QQQMOAT vs VOOMOAT vs VTIMOAT vs IVVMOAT vs SCHDMOAT vs VYMMOAT vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.72%N/A
3 Months+7.39%N/A
6 Months+2.94%N/A
1 Year+12.85%N/A
3 Years+10.38%N/A
5 Years+8.71%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized