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MOAT - ETF AI Analysis
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VanEck Morningstar Wide Moat ETF (MOAT)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Most of the largest positions have shown strong or steady gains this year, which has supported the ETF’s overall results.
Balanced Sector Mix
Holdings spread across technology, industrials, health care, and consumer sectors help reduce the impact if any one industry struggles.
Solid Recent Fund Performance
The ETF has delivered positive returns over the past month, three months, and year to date, indicating steady recent momentum.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which slightly reduces the net return investors keep over time.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Some Lagging Holdings
At least one top holding has shown weak performance this year, which can drag on the fund if that weakness continues.
MOAT vs. SPDR S&P 500 ETF (SPY)
AUM12.98B
RegionNorth America
Expense Ratio0.46%
Beta0.84
IssuerVanEck
Inception DateApr 25, 2012
Dividend Yield1.36%
Asset ClassEquity
Index TrackedMorningstar Wide Moat Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume851,054
30 Day Avg. Volume830,699
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
121.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MOAT Summary
The VanEck Morningstar Wide Moat ETF (MOAT) follows the Morningstar Wide Moat Focus Index, which picks U.S. companies that analysts believe have strong, lasting competitive advantages. It holds a mix of businesses across technology, health care, industrials, and consumer sectors, including well-known names like Boeing and United Parcel (UPS). Someone might invest in MOAT to get diversified exposure to high-quality companies that aim for long-term growth and profitability in a single fund. A key risk is that the ETF still moves with the stock market, so its value can go up and down over time.
How much will it cost me?The VanEck Morningstar Wide Moat ETF (MOAT) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on companies with strong competitive advantages identified through detailed research.
What would affect this ETF?The VanEck Morningstar Wide Moat ETF (MOAT) could benefit from continued innovation and growth in its top sectors like Health Care and Technology, as well as strong performance from its leading holdings such as Applied Materials and Thermo Fisher. However, it may face challenges from rising interest rates, which could impact growth-oriented companies, or economic slowdowns that affect consumer spending and industrial activity. Regulatory changes in the U.S., where the ETF is focused, could also influence its performance.
MOAT Top 10 Holdings
MOAT is leaning heavily into U.S. industrial and consumer powerhouses, with names like Huntington Ingalls and Constellation Brands doing much of the heavy lifting as their shares keep rising on solid execution and upbeat earnings. IDEX and Danaher add steady, science-driven strength, though their richer valuations mean they’re more slow-and-steady than shooting stars. On the flip side, Airbnb has been losing altitude lately, and Otis looks a bit stuck between floors, limiting upside. Overall, the fund is U.S.-centric and tilted toward industrial, health care, and consumer defensives rather than flashy Big Tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Huntington Ingalls | 3.41% | $442.98M | $16.49B | 119.47% | 69 Neutral | |
| The Estée Lauder Companies | 3.04% | $394.48M | $42.80B | 67.37% | 56 Neutral | |
| United Parcel | 2.95% | $383.65M | $93.55B | 0.07% | 72 Outperform | |
| IDEX | 2.83% | $366.93M | $14.84B | -7.79% | 75 Outperform | |
| Bristol-Myers Squibb | 2.76% | $358.10M | $113.78B | -5.29% | 78 Outperform | |
| Constellation Brands | 2.61% | $338.98M | $26.99B | -6.94% | 67 Neutral | |
| Airbnb | 2.59% | $336.61M | $80.83B | -6.63% | 71 Outperform | |
| Danaher | 2.56% | $333.01M | $157.81B | 0.74% | 75 Outperform | |
| Boeing | 2.56% | $331.84M | $183.00B | 32.30% | 54 Neutral | |
| Clorox | 2.48% | $322.66M | $13.82B | -22.42% | 55 Neutral |
MOAT Technical Analysis
Positive
―
Price Trends
104.48
Positive
101.60
Positive
96.87
Positive
Market Momentum
0.11
Positive
50.06
Neutral
33.34
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MOAT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 106.28, equal to the 50-day MA of 104.48, and equal to the 200-day MA of 96.87, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 50.06 is Neutral, neither overbought nor oversold. The STOCH value of 33.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MOAT.
MOAT Peer Comparison
Comparison Results
Performance Comparison
MOAT
VanEck Morningstar Wide Moat ETF
105.41
13.09
14.18%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
―
QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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