MOAT vs VOO

MOAT vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricMOATVOOWinner
Expense Ratio0.46%0.03%
AUM$11.9B$997.4B
Dividend Yield1.30%1.08%
Holdings57509
YTD Return+10.73%+12.38%
1Y Return+16.49%+20.22%
3Y Return (annualized)+14.54%+21.79%
5Y Return (annualized)+9.49%+12.84%
Volatility (annualized)154573.1%14.1%
Max Drawdown-96.0%-34.3%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionApr 24, 2012Sep 7, 2010

MOAT vs VOO Performance

VanEck Morningstar Wide Moat ETF (MOAT) is a ETF from VanEck and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MOAT returned +16.49% while VOO returned +20.22%. Year to date, MOAT is up 10.73% versus a gain of 12.38% for VOO.

Over three years, MOAT compounded at +14.54% per year against +21.79% for VOO; over five years the annualized figures are +9.49% and +12.84% respectively. Across the full 16-year window we track, MOAT has the edge at +52.44% annualized vs +13.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MOAT has been the more volatile fund, with annualized monthly volatility of 154573.1% 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 -96.0% for MOAT and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.30% against 1.08% for VOO.

Holdings Overlap

15.4%overlap

MOAT and VOO share 48 holdings out of 512 unique holdings combined, representing a 15.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MOATWeight in VOODifference
NVDA2.51%7.51%5.00%
MSFT2.69%4.30%1.61%
AVGO2.51%2.77%0.26%
AMZNProProPro
METAProProPro
PANWProProPro
SCHWProProPro
VEEVProProPro
BMYProProPro
MASProProPro
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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. On a $10,000 investment, that is $43 per year of difference.

Which performed better, MOAT or VOO?

Over the past year MOAT returned +16.49% vs +20.22% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), MOAT annualized +52.44% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, MOAT or VOO?

MOAT has been the more volatile fund at 154573.1% annualized versus 14.1% for VOO. Worst drawdown: MOAT -96.0% vs VOO -34.3%.

Should I hold both MOAT and VOO?

MOAT and VOO have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MOAT and VOO?

MOAT and VOO share 48 common holdings with a 15.4% weight overlap. Combined, they hold 512 unique securities.

Which pays a higher dividend, MOAT or VOO?

MOAT yields 1.30% while VOO yields 1.08%, so MOAT currently pays the higher dividend yield.

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