MOAT vs VOO

MOAT vs VOO

Which is better, MOAT or VOO?

Each has led over a different period.

VOO has a lower expense ratio. MOAT led over the full window, VOO over 1Y, 3Y and 5Y. MOAT is less concentrated, with 27.1% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: MOAT

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMOATVOO
Expense Ratio0.46%0.03%Best
AUM$11.9B$997.4B
Dividend Yield1.23%1.04%
Holdings56509
YTD Return+6.18%+11.98%Best
1Y Return+12.73%+16.45%Best
3Y Return (annualized)+12.73%+21.19%Best
5Y Return (annualized)+8.98%+12.95%Best
Volatility (annualized)169729.5%14.1%Best
Max Drawdown-68.0%-34.3%Best
$10,000 over 5 years$15,372$18,384Best
Top 10 Weight27.1%Best37.6%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 24, 2012Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2010 to Sep 14, 2026 (16 years).

MOAT vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

MOAT vs VOO Performance

VanEck Morningstar Wide Moat ETF (MOAT) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MOAT returned +12.73% while VOO returned +16.45%. Year to date, MOAT is up 6.18% versus a gain of 11.98% for VOO.

Over three years, MOAT compounded at +12.73% per year against +21.19% for VOO; over five years the annualized figures are +8.98% and +12.95% respectively. Across the full 16-year window we track, MOAT has the edge at +85.09% annualized vs +13.37%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MOAT has been the more volatile fund, with annualized monthly volatility of 169729.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -68.0% for MOAT and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.03. They move largely independently of each other.

Fees and Cost Over Time

MOAT charges 0.46% per year while VOO charges 0.03%. On a $10,000 position that is $46 vs $3 annually, a gap of $43 per year that compounds over a long holding period. On income, MOAT currently yields 1.23% against 1.04% for VOO.

Holdings Overlap

MOAT already in VOO88.4%
VOO already in MOAT26.8%

88.4% of MOAT's money is in holdings VOO also owns. 26.8% of VOO's money is in holdings MOAT also owns.

Most of MOAT is already inside VOO. Owning both mostly buys the same companies twice.

48 positions in common, counted across the 55 positions we hold weights for in MOAT and 494 in VOO, against full books of 56 and 509.

What only one of them owns

Measured across the 55 and 494 positions we hold weights for.

VOO holds 439 positions MOAT does not, 72.4% of the fund.

Largest: AAPL 7.05%, GOOGL 3.24%, GOOG 2.62%, JPM 1.46%, BRK.B 1.46%

Top Shared Holdings

StockWeight in MOATWeight in VOODifference
NVDANvidia Corp2.46%7.55%5.09%
MSFTMicrosoft Corp2.73%5.36%2.63%
AMZNAmazon.Com Inc1.32%4.13%2.81%
AVGOBroadcom Inc2.19%2.86%0.67%
VEEVVeeva Systems Inc3.49%0.05%3.44%
ABNBAirbnb Inc3.01%0.10%2.91%
METAMeta Platforms Inc1.11%1.90%0.79%
SCHWSchwab Strategic T2.65%0.27%2.38%
PANWPalo Alto Networks, Inc2.46%0.42%2.04%
BMYBristol-Myers Squibb Co.2.60%0.21%2.39%

88.4% of MOAT is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MOATVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MOAT or VOO?

MOAT has an expense ratio of 0.46% while VOO charges 0.03%. VOO is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, MOAT or VOO?

Over the past year MOAT returned +12.73% vs +16.45% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MOAT annualized +85.09% vs +13.37% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MOAT or VOO?

MOAT has been the more volatile fund at 169729.5% annualized versus 14.1% for VOO. Worst drawdown: MOAT -68.0% vs VOO -34.3%.

Should I hold both MOAT and VOO?

MOAT and VOO have a monthly-return correlation of -0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between MOAT and VOO?

88.4% of MOAT's money is in holdings VOO also owns. 26.8% of VOO's is in holdings MOAT also owns. They hold 48 positions in common, counted across the 55 positions we hold weights for in MOAT and 494 in VOO.

Which pays a higher dividend, MOAT or VOO?

MOAT yields 1.23% while VOO yields 1.04%, so MOAT currently pays the higher dividend yield.

Is VOO better than MOAT?

VOO has a lower expense ratio. MOAT led over the full window, VOO over 1Y, 3Y and 5Y. MOAT is less concentrated, with 27.1% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.