Loading…
Loading…
The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.
Is MOAT's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
VanEck Morningstar Wide Moat ETF delivered strong recent outperformance, gaining 10.23% versus peers since my last review, driven by deeply discounted valuations and overweighted software stocks. MOAT trades at a rare 23% discount to its 5-year average P/E, in part justifying its unique selection process and higher expense ratio. The ETF's heavy allocation to undervalued software stocks and defensive sectors contributed to recent gains but historically lags EQWL and JQUA in long-term total and risk-adjusted returns.
A quiet 1% fee compounds into a six-figure retirement leak most investors never notice, and three low-cost ETFs are built to plug it. The question is whether firing your advisor actually costs you more than keeping one.
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.
The era of frictionless software scaling has violently collided with physical reality. Capital is flowing out of technology names and into the hard assets, baseload power generation, and silicon foundries required to sustain the artificial intelligence supercycle.
The VanEck Morningstar Wide Moat ETF (MOAT) was launched on April 24, 2012, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.