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MOAT - ETF AI Analysis

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MOAT

VanEck Morningstar Wide Moat ETF (MOAT)

Rating:71Outperform
Price Target:
MOAT’s rating reflects a portfolio built around companies with durable competitive advantages, led by strong contributors like Bristol-Myers Squibb, Applied Materials, and IDEX, which show solid financial performance, positive earnings outlooks, and strategic growth plans. These strengths are partly offset by weaker spots such as Clorox and Otis Worldwide, where financial instability, high leverage, and operational or market challenges introduce risk. Overall, the main risk factor is that some holdings face valuation concerns and company-specific headwinds, which can dampen the benefits of the fund’s otherwise high-quality core holdings.
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)

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 names, with Huntington Ingalls and IDEX quietly powering the fund thanks to steady, rising momentum in defense and niche manufacturing. Applied Materials adds a punch of tech strength, riding a strong upswing that gives the portfolio some growth flair. On the consumer side, Clorox and Kenvue are more like slow-and-steady ballast, while Estée Lauder has been wobbling, hinting at a recovery but still losing a bit of shine. Overall, performance is driven by a mix of industrial resilience and selective tech strength, all firmly U.S.-based.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Huntington Ingalls3.72%$443.60M$16.80B106.33%
69
Neutral
Bristol-Myers Squibb3.13%$374.08M$120.91B-1.18%
78
Outperform
IDEX2.90%$346.16M$14.14B3.02%
75
Outperform
United Parcel2.78%$331.33M$82.23B-17.56%
72
Outperform
Airbnb2.77%$330.57M$79.82B4.07%
71
Outperform
Applied Materials2.74%$326.82M$277.34B126.25%
77
Outperform
Constellation Brands2.73%$325.70M$26.37B-15.03%
67
Neutral
Fortinet2.68%$319.79M$61.70B-15.06%
71
Outperform
Kenvue, Inc.2.59%$308.70M$33.56B-25.58%
73
Outperform
Clorox2.53%$302.29M$13.05B-25.65%
55
Neutral

MOAT Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
104.94
Negative
100DMA
103.28
Negative
200DMA
99.42
Negative
Market Momentum
MACD
-1.78
Positive
RSI
28.52
Positive
STOCH
12.93
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MOAT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 103.35, equal to the 50-day MA of 104.94, and equal to the 200-day MA of 99.42, indicating a bearish trend. The MACD of -1.78 indicates Positive momentum. The RSI at 28.52 is Positive, neither overbought nor oversold. The STOCH value of 12.93 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MOAT.

MOAT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$12.14B0.46%
71
Outperform
$574.03B0.03%
73
Outperform
$101.82B0.04%
73
Outperform
$80.80B0.03%
73
Outperform
$48.28B0.15%
75
Outperform
$40.40B0.17%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MOAT
VanEck Morningstar Wide Moat ETF
97.97
9.77
11.08%
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
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.
DisclaimerThis 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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