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MOAT - ETF AI Analysis

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MOAT

VanEck Morningstar Wide Moat ETF (MOAT)

Rating:70Outperform
Price Target:
MOAT, the VanEck Morningstar Wide Moat ETF, appears to be a solid, quality-focused fund built around companies with durable competitive advantages. Strong holdings like Nvidia and Bristol-Myers Squibb support the rating through robust financial performance and long-term growth strategies, while more mixed names such as Masco and Mondelez, which face bearish technical trends and margin or sales pressures, likely weigh on the overall assessment. The main risk factor is that several holdings show signs of high valuation or negative momentum, which could increase short-term volatility even if their long-term prospects remain attractive.
Positive Factors
Strong Top Holdings Performance
Most of the largest positions have shown strong or steady gains this year, which has supported the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across several major sectors like technology, consumer defensive, health care, and industrials, helping reduce the impact if one area of the market struggles.
Large Asset Base
The fund manages a sizable amount of money, which can help with trading liquidity and make it easier for investors to buy and sell shares.
Negative Factors
Recent Mixed Performance
While the fund has had a solid recent month, its performance over the year to date and the last three months has been weak, which may concern investors looking for steady growth.
High U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable, though not extreme, bite out of long-term returns compared with cheaper index ETFs.

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 well-known names like Nvidia and Airbnb, along with leaders in health care, consumer goods, and other sectors, giving you a mix of quality businesses in one fund. Someone might invest in MOAT to seek long-term growth while staying diversified across many industries. A key risk is that stock prices in this ETF can rise and fall with the overall market, so your investment value can go down as well as up.
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 into a mix of U.S. tech and defensive consumer names, with Nvidia acting as a key engine thanks to its continued AI-driven momentum. Brown-Forman and Bristol-Myers Squibb are also pulling their weight, rising steadily on solid fundamentals. On the softer side, Mondelez and Kenvue have been more sluggish, with recent trading looking a bit tired, while Zoetis shows promise but is still wrestling with market pressure. Overall, the fund is diversified but clearly anchored in wide-moat U.S. blue chips.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Masco2.99%$356.59M$14.96B22.75%
53
Neutral
NXP Semiconductors2.87%$342.08M$61.67B20.70%
70
Neutral
Nvidia2.86%$341.53M$5.06T99.22%
76
Outperform
Airbnb2.86%$340.89M$86.94B14.40%
71
Outperform
Constellation Brands2.73%$325.38M$26.86B-16.51%
67
Neutral
Bristol-Myers Squibb2.69%$320.85M$119.87B19.23%
78
Outperform
Brown-Forman B2.68%$319.88M$13.09B-19.11%
74
Outperform
Mondelez International2.63%$312.98M$73.94B-11.80%
62
Neutral
Kenvue, Inc.2.59%$308.89M$33.58B-24.14%
73
Outperform
Fortinet2.58%$308.07M$62.41B-16.53%
71
Outperform

MOAT Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
100.70
Negative
100DMA
102.92
Negative
200DMA
100.39
Negative
Market Momentum
MACD
0.35
Negative
RSI
49.20
Neutral
STOCH
19.27
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 99.70, equal to the 50-day MA of 100.70, and equal to the 200-day MA of 100.39, indicating a neutral trend. The MACD of 0.35 indicates Negative momentum. The RSI at 49.20 is Neutral, neither overbought nor oversold. The STOCH value of 19.27 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
$11.73B0.46%
70
Outperform
$614.88B0.03%
72
Outperform
$105.35B0.04%
72
Outperform
$87.63B0.03%
73
Outperform
$49.78B0.15%
75
Outperform
$44.04B0.17%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MOAT
VanEck Morningstar Wide Moat ETF
99.97
15.33
18.11%
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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