MOAT vs VYM

MOAT vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricMOATVYMWinner
Expense Ratio0.46%0.04%
AUM$11.9B$81.6B
Dividend Yield1.30%2.24%
Holdings57616
YTD Return+10.73%+15.42%
1Y Return+16.49%+22.36%
3Y Return (annualized)+14.54%+19.06%
5Y Return (annualized)+9.49%+12.20%
Volatility (annualized)154573.1%14.6%
Max Drawdown-96.0%-58.8%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionApr 24, 2012Nov 10, 2006

MOAT vs VYM Performance

VanEck Morningstar Wide Moat ETF (MOAT) is a ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MOAT returned +16.49% while VYM returned +22.36%. Year to date, MOAT is up 10.73% versus a gain of 15.42% for VYM.

Over three years, MOAT compounded at +14.54% per year against +19.06% for VYM; over five years the annualized figures are +9.49% and +12.20% respectively. Across the full 19-year window we track, MOAT has the edge at +52.44% annualized vs +7.04%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MOAT charges 0.46% per year while VYM charges 0.04%. On a $10,000 position that is $46 vs $4 annually, a gap of $42 per year that compounds over a long holding period. On income, MOAT currently yields 1.30% against 2.24% for VYM.

Holdings Overlap

6.6%overlap

MOAT and VYM share 23 holdings out of 635 unique holdings combined, representing a 6.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MOATWeight in VYMDifference
AVGO2.51%7.29%4.78%
BMY2.51%0.49%2.02%
MAS2.62%0.07%2.55%
MDLZProProPro
KVUEProProPro
CLXProProPro
BRProProPro
ELProProPro
OTISProProPro
NKEProProPro
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Frequently Asked Questions

Which is cheaper, MOAT or VYM?

MOAT has an expense ratio of 0.46% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, MOAT or VYM?

Over the past year MOAT returned +16.49% vs +22.36% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), MOAT annualized +52.44% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, MOAT or VYM?

MOAT has been the more volatile fund at 154573.1% annualized versus 14.6% for VYM. Worst drawdown: MOAT -96.0% vs VYM -58.8%.

Should I hold both MOAT and VYM?

MOAT and VYM have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MOAT and VYM?

MOAT and VYM share 23 common holdings with a 6.6% weight overlap. Combined, they hold 635 unique securities.

Which pays a higher dividend, MOAT or VYM?

MOAT yields 1.30% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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