AVLV vs MOAT
Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF).
5-Year PerformanceAVLV has outperformed MOAT, delivering a return of +14.2% compared to +8.3%
AVLV vs MOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVLV
$12B
Winner
MOAT
$12B
Expense Ratio
Winner
AVLV
0.15%
MOAT
0.46%
Max Drawdown
Winner
AVLV
20.18%
MOAT
33.31%
Sharpe Ratio
Winner
AVLV
2.35
MOAT
0.83
5Y Beta
AVLV
0.88
Winner
MOAT
0.82
P/E Ratio
Winner
AVLV
20.53
MOAT
25.58
Forward P/E
Winner
AVLV
15.33
MOAT
18.54
PEG Ratio
Winner
AVLV
0.26
MOAT
0.88
5Y Dividends CAGR
AVLV
N/A
MOAT
10.54%
5Y EPS CAGR
Winner
AVLV
23.95%
MOAT
13.29%
Debt to Equity
AVLV
N/A
MOAT
-50.04%
P/S Ratio
Winner
AVLV
1.79
MOAT
3.09
P/B Ratio
Winner
AVLV
3.66
MOAT
4.86
AVLV vs MOAT - Holdings Comparison
AVLV and MOAT have 13 common holdings. Overlap is 7.70%
AVLV's top 25 holdings weight is 47.37%. MOAT's top 25 holdings weight is 59.88%.
| Rank | AVLV | MOAT |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 4.40% | NXP SEMICONDUCTORS NV (NXPI) - 3.48% |
| #2 | AMAZON.COM INC (AMZN) - 3.33% | MASCO CORP (MAS) - 2.87% |
| #3 | EXXON MOBIL CORP (XOM) - 3.04% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.83% |
| #4 | APPLE INC (AAPL) - 2.94% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.83% |
| #5 | CATERPILLAR INC (CAT) - 2.81% | FORTINET INC (FTNT) - 2.79% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.76% | NVIDIA CORP (NVDA) - 2.74% |
| #7 | LAM RESEARCH CORP (LRCX) - 2.49% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.65% |
| #8 | COSTCO WHOLESALE CORP (COST) - 2.21% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.64% |
| #9 | MERCK & CO INC (MRK) - 2.12% | KENVUE INC (KVUE) - 2.61% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.04% | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.52% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.63% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.52% |
| #12 | GILEAD SCIENCES INC (GILD) - 1.58% | ZOETIS INC CLASS A (ZTS) - 2.42% |
| #13 | UNION PACIFIC CORP (UNP) - 1.54% | MICROSOFT CORP (MSFT) - 2.39% |
| #14 | TJX COMPANIES INC (TJX) - 1.53% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.33% |
| #15 | CONOCOPHILLIPS (COP) - 1.43% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.28% |
| #16 | MICROSOFT CORP (MSFT) - 1.40% | TRANSUNION (TRU) - 2.27% |
| #17 | WALMART INC (WMT) - 1.33% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.21% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.24% | DANAHER CORP (DHR) - 2.14% |
| #19 | MORGAN STANLEY (MS) - 1.17% | CLOROX CO (CLX) - 2.11% |
| #20 | KLA CORP (KLAC) - 1.14% | TYLER TECHNOLOGIES INC (TYL) - 2.10% |
| #21 | CSX CORP (CSX) - 1.06% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 1.99% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.06% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.95% |
| #23 | PROGRESSIVE CORP (PGR) - 1.05% | NIKE INC CLASS B (NKE) - 1.88% |
| #24 | ROSS STORES INC (ROST) - 1.04% | AMAZON.COM INC (AMZN) - 1.67% |
| #25 | GENERAL MOTORS CO (GM) - 1.03% | ENTEGRIS INC (ENTG) - 1.66% |
| Total Holdings | 262 | 58 |
AVLV vs MOAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVLV
+4.74%
MOAT
+0.61%
3M
Winner
AVLV
+6.57%
MOAT
-4.41%
6M
Winner
AVLV
+20.06%
MOAT
-0.65%
1Y
Winner
AVLV
+34.75%
MOAT
+11.41%
5Y(CAGR)
Winner
AVLV
+14.20%
MOAT
+8.28%
10Y(CAGR)
AVLV
N/A
MOAT
+13.57%
Max(CAGR)
Winner
AVLV
+14.20%
MOAT
+13.39%
AVLV vs MOAT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | AVLV | MOAT |
|---|---|---|
| 2026 | +14.71% | -3.48% |
| 2025 | +15.23% | +13.88% |
| 2024 | +17.75% | +11.05% |
| 2023 | +18.28% | +31.18% |
| 2022 | -5.87% | -14.12% |
| 2021 | +5.92% | +25.53% |
| 2020 | N/A | +13.81% |
| 2019 | N/A | +34.59% |
| 2018 | N/A | -2.52% |
| 2017 | N/A | +21.47% |
| 2016 | N/A | +22.77% |
| 2015 | N/A | -4.92% |
| 2014 | N/A | +10.27% |
| 2013 | N/A | +27.51% |
| 2012 | N/A | +9.65% |
AVLV vs MOAT Drawdown Comparison
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The current AVLV drawdown is -0.42%. The current MOAT drawdown is -7.20%.
| Rank | AVLV | MOAT |
|---|---|---|
| #1 | -19.50% Nov 29, 2024 - Jul 25, 2025 | -33.31% Feb 12, 2020 - Jun 8, 2020 |
| #2 | -19.33% Mar 29, 2022 - Feb 2, 2023 | -23.95% Nov 5, 2021 - Jun 2, 2023 |
| #3 | -10.75% Feb 7, 2023 - Jul 12, 2023 | -21.44% Nov 25, 2024 - Jul 10, 2025 |
| #4 | -10.45% Jul 31, 2023 - Dec 13, 2023 | -16.11% Sep 21, 2018 - Feb 15, 2019 |
| #5 | -8.47% Jul 16, 2024 - Sep 19, 2024 | -15.09% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -8.39% Jan 4, 2022 - Mar 25, 2022 | -14.59% Nov 21, 2014 - Apr 13, 2016 |
| #7 | -6.39% Feb 20, 2026 - Apr 14, 2026 | -12.43% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -5.48% Mar 28, 2024 - Jul 12, 2024 | -11.96% May 1, 2012 - Aug 16, 2012 |
| #9 | -4.99% Nov 23, 2021 - Jan 3, 2022 | -11.94% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -4.22% Nov 12, 2025 - Nov 26, 2025 | -10.46% Jun 8, 2020 - Aug 27, 2020 |
| #11 | -3.51% Oct 3, 2025 - Oct 24, 2025 | -8.54% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -3.17% Sep 27, 2021 - Oct 15, 2021 | -8.17% May 3, 2019 - Jul 12, 2019 |
| #13 | -2.95% Jul 25, 2025 - Aug 12, 2025 | -7.43% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -2.79% Dec 27, 2023 - Jan 25, 2024 | -7.19% Jun 6, 2016 - Jul 12, 2016 |
| #15 | -2.32% Dec 11, 2025 - Dec 24, 2025 | -6.85% Jul 26, 2019 - Sep 11, 2019 |
Correlation
Correlation between AVLV and MOAT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
AVLV vs MOAT dividend yield comparison.
| Year | AVLV | MOAT |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 1.33% | 1.36% |
| 2024 | 1.58% | 1.37% |
| 2023 | 1.85% | 0.86% |
| 2022 | 2.00% | 1.25% |
| 2021 | 0.29% | 1.08% |
| 2020 | 0.00% | 1.46% |
| 2019 | 0.00% | 1.31% |
| 2018 | 0.00% | 1.79% |
| 2017 | 0.00% | 1.07% |
| 2016 | 0.00% | 1.17% |
| 2015 | 0.00% | 2.13% |
| 2014 | 0.00% | 1.34% |
| 2013 | 0.00% | 0.79% |
| 2012 | 0.00% | 0.61% |
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