MOAT - ETF AI Analysis
Top Page
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 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)
AUM11.60B
RegionNorth America
Expense Ratio0.46%
Beta0.86
IssuerVanEck
Inception DateApr 25, 2012
Dividend Yield1.33%
Asset ClassEquity
Index TrackedMorningstar Wide Moat Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume664,141
30 Day Avg. Volume866,308
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
125.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering55
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 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’s story right now is a tug-of-war between high-flying tech and steadier consumer names, all rooted in the U.S. On the growth side, Nvidia and Broadcom are still doing the heavy lifting, riding the AI wave even if their momentum has cooled a bit lately. Airbnb is another bright spot, adding some travel-fueled spark. Offsetting that strength, financials like Charles Schwab and LPL Financial are lagging and acting as a brake. Consumer staples such as Brown-Forman and Mondelez keep the fund grounded, giving this wide-moat portfolio a balanced but tech-tilted feel.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Masco | 2.94% | $348.06M | $16.70B | 21.04% | 53 Neutral | |
| Kenvue, Inc. | 2.63% | $311.26M | $38.07B | -6.41% | 73 Outperform | |
| Airbnb | 2.61% | $308.42M | $89.76B | 7.78% | 71 Outperform | |
| Veeva Systems | 2.56% | $302.76M | $31.31B | -31.67% | 66 Neutral | |
| Charles Schwab | 2.52% | $298.22M | $168.70B | 8.66% | 74 Outperform | |
| Palo Alto Networks | 2.51% | $296.91M | $283.67B | 65.22% | 73 Outperform | |
| Danaher | 2.45% | $289.93M | $140.09B | -3.23% | 75 Outperform | |
| Mondelez International | 2.41% | $284.84M | $78.19B | -14.02% | 62 Neutral | |
| Bristol-Myers Squibb | 2.40% | $283.75M | $118.71B | 23.24% | 78 Outperform | |
| Brown-Forman B | 2.39% | $282.96M | $12.10B | -9.55% | 74 Outperform |
MOAT Technical Analysis
Positive
―
Price Trends
102.28
Positive
101.54
Positive
101.86
Positive
Market Momentum
1.06
Negative
62.81
Neutral
66.08
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 103.69, equal to the 50-day MA of 102.28, and equal to the 200-day MA of 101.86, indicating a bullish trend. The MACD of 1.06 indicates Negative momentum. The RSI at 62.81 is Neutral, neither overbought nor oversold. The STOCH value of 66.08 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
106.26
11.03
11.58%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
―
―
―
QUAL
iShares MSCI USA Quality Factor 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: ―
Table of Contents