Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund launched on 04/24/2012.
VanEck Morningstar Wide Moat ETF employs a value strategy, targeting companies with strong competitive advantages trading at discounts. MOAT's high portfolio turnover and sector concentration undermine its long-term value approach, resulting in higher costs and inconsistent performance versus IWB. Despite lower valuation metrics, MOAT exhibits higher volatility and inferior risk-adjusted returns compared to the broader market, with an expensive 0.47% expense ratio.
MOAT currently offers exposure to 53 wide-moat stocks trading at attractive discounts relative to their estimated fair market value, as determined by a team of 100+ Morningstar analysts. MOAT's long-term results are excellent, and although the ETF has struggled over the last five years, its short-term returns are picking up, with further upside more likely than not. Still, my fundamental analysis reveals some weaknesses, including a growth and value mix that lags other equal-weight funds along with surprisingly questionable quality.
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the VanEck Morningstar Wide Moat ETF (MOAT), a passively managed exchange traded fund launched on April 24, 2012.
The VanEck Morningstar Wide Moat ETF (MOAT) made its debut on 04/24/2012, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Blend category of the market.
Launched on 04/24/2012, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the VanEck Morningstar Wide Moat ETF (MOAT), a passively managed exchange traded fund launched on 04/24/2012.
VanEck Morningstar Wide Moat ETF offers a unique blend of wide-moat stock selection and value screening, resulting in a balanced, diversified portfolio with risk discipline. Performance closely tracks the S&P 500, but MOAT shines in broad-based rallies and offers some downside mitigation during market drawdowns. MOAT is best used as a tactical complement to S&P 500 ETFs, especially when expecting broader market participation rather than concentrated large-cap rallies.
The VanEck Morningstar Wide Moat ETF (MOAT) was launched on 04/24/2012, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Blend category of the market.
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the VanEck Morningstar Wide Moat ETF (MOAT) is a passively managed exchange traded fund launched on 04/24/2012.
MOAT ETF refers to the concept of Wide Moats, a theme increasingly sought after, especially in the current market phase. It has a higher-than-average expense ratio (similar to any thematic ETF), yet delivers competitive 10-year performance. But it holds a limited number of positions with high turnover, which fuels volatility and reduces its appeal from a risk perspective.
Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund launched on 04/24/2012.