DFAX vs MOAT
Comparison between DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX, ETF) and VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF).
5-Year PerformanceDFAX has outperformed MOAT, delivering a return of +9.5% compared to +8.3%
DFAX vs MOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFAX
$12B
MOAT
$12B
Expense Ratio
Winner
DFAX
0.28%
MOAT
0.46%
Max Drawdown
Winner
DFAX
30.88%
MOAT
33.31%
Sharpe Ratio
Winner
DFAX
1.31
MOAT
0.53
5Y Beta
Winner
DFAX
0.74
MOAT
0.81
P/E Ratio
DFAX
N/A
MOAT
24.86
Forward P/E
DFAX
N/A
MOAT
19.12
PEG Ratio
DFAX
N/A
MOAT
0.72
5Y Dividends CAGR
DFAX
N/A
MOAT
10.54%
5Y EPS CAGR
DFAX
N/A
MOAT
14.81%
Debt to Equity
DFAX
N/A
MOAT
-72.10%
P/S Ratio
DFAX
N/A
MOAT
3.18
P/B Ratio
DFAX
N/A
MOAT
4.98
DFAX vs MOAT - Holdings Comparison
DFAX and MOAT have 0 common holdings. Overlap is 0.00%
DFAX's top 25 holdings weight is 5.90%. MOAT's top 25 holdings weight is 59.58%.
| Rank | DFAX | MOAT |
|---|---|---|
| #1 | n/a (TSM) - 0.85% | MASCO CORP (MAS) - 2.78% |
| #2 | NOVARTIS AG ADR (NVS) - 0.60% | CHARLES SCHWAB CORP (SCHW) - 2.68% |
| #3 | n/a (SHEL) - 0.57% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.63% |
| #4 | ASML HOLDING NV ADR (ASML) - 0.43% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.60% |
| #5 | BP PLC ADR (BP) - 0.27% | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.58% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 0.23% | PALO ALTO NETWORKS INC (PANW) - 2.56% |
| #7 | ASTRAZENECA PLC ADR (AZN) - 0.23% | NVIDIA CORP (NVDA) - 2.55% |
| #8 | SUNCOR ENERGY INC (SU) - 0.22% | DANAHER CORP (DHR) - 2.49% |
| #9 | ROYAL BANK OF CANADA (RY) - 0.21% | KENVUE INC (KVUE) - 2.49% |
| #10 | UNILEVER PLC ADR (UL) - 0.20% | BROADCOM INC (AVGO) - 2.48% |
| #11 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.19% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.43% |
| #12 | AGNICO EAGLE MINES LTD (AEM) - 0.17% | DATADOG INC CLASS A (DDOG) - 2.43% |
| #13 | THE TORONTO-DOMINION BANK (TD) - 0.17% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.36% |
| #14 | BHP GROUP LTD ADR (BHP) - 0.15% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.33% |
| #15 | ICICI BANK LTD ADR (IBN) - 0.15% | FORTINET INC (FTNT) - 2.32% |
| #16 | n/a (CLS) - 0.14% | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.30% |
| #17 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.14% | MICROSOFT CORP (MSFT) - 2.29% |
| #18 | ALCON INC (ALC) - 0.14% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.21% |
| #19 | RIO TINTO PLC ADR (RIO) - 0.14% | CLOROX CO (CLX) - 2.20% |
| #20 | CENOVUS ENERGY INC (CVE) - 0.13% | TYLER TECHNOLOGIES INC (TYL) - 2.18% |
| #21 | TC ENERGY CORP (TRP) - 0.12% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.18% |
| #22 | YUM CHINA HOLDINGS INC (YUMC) - 0.12% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.15% |
| #23 | NUTRIEN LTD (NTR) - 0.11% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.14% |
| #24 | SUN LIFE FINANCIAL INC (SLF) - 0.11% | FAIR ISAAC CORP (FICO) - 2.11% |
| #25 | GSK PLC ADR (GSK) - 0.11% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.11% |
| Total Holdings | 52 | 56 |
DFAX vs MOAT - Historical Returns
Returns include dividend reinvestment.
1M
DFAX
-3.09%
Winner
MOAT
+3.96%
3M
DFAX
+2.17%
Winner
MOAT
+3.31%
6M
Winner
DFAX
+8.01%
MOAT
-1.81%
1Y
Winner
DFAX
+25.98%
MOAT
+11.01%
5Y(CAGR)
Winner
DFAX
+9.51%
MOAT
+8.31%
10Y(CAGR)
DFAX
N/A
MOAT
+13.31%
Max(CAGR)
DFAX
+9.51%
Winner
MOAT
+13.60%
DFAX vs MOAT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DFAX | MOAT |
|---|---|---|
| 2026 | +11.20% | +1.42% |
| 2025 | +35.62% | +13.88% |
| 2024 | +5.82% | +11.05% |
| 2023 | +15.89% | +31.18% |
| 2022 | -14.97% | -14.12% |
| 2021 | -2.69% | +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% |
DFAX vs MOAT Drawdown Comparison
The maximum drawdown for DFAX was -28.13%, occurring on Oct 12, 2022. Recovery took 624 trading sessions.
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The current DFAX drawdown is -3.09%. The current MOAT drawdown is -2.49%.
| Rank | DFAX | MOAT |
|---|---|---|
| #1 | -28.13% Sep 13, 2021 - Mar 7, 2024 | -33.31% Feb 12, 2020 - Jun 8, 2020 |
| #2 | -13.89% Mar 19, 2025 - May 2, 2025 | -23.95% Nov 5, 2021 - Jun 2, 2023 |
| #3 | -11.11% Feb 25, 2026 - May 6, 2026 | -21.44% Nov 25, 2024 - Jul 10, 2025 |
| #4 | -9.41% Sep 26, 2024 - Mar 17, 2025 | -16.11% Sep 21, 2018 - Feb 15, 2019 |
| #5 | -7.96% Jul 12, 2024 - Aug 23, 2024 | -15.09% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -5.10% Jun 2, 2026 - Jun 10, 2026 | -14.59% Nov 21, 2014 - Apr 13, 2016 |
| #7 | -4.58% Nov 12, 2025 - Dec 10, 2025 | -12.43% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -4.21% Apr 9, 2024 - May 6, 2024 | -11.96% May 1, 2012 - Aug 16, 2012 |
| #9 | -3.83% Aug 23, 2024 - Sep 19, 2024 | -11.94% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -3.45% May 11, 2026 - May 26, 2026 | -10.46% Jun 8, 2020 - Aug 27, 2020 |
| #11 | -3.40% Jul 23, 2025 - Aug 12, 2025 | -8.54% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -3.37% Oct 6, 2025 - Oct 24, 2025 | -8.17% May 3, 2019 - Jul 12, 2019 |
| #13 | -3.19% May 17, 2024 - Jul 11, 2024 | -7.43% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -2.48% Jun 12, 2025 - Jun 26, 2025 | -7.19% Jun 6, 2016 - Jul 12, 2016 |
| #15 | -2.21% Oct 27, 2025 - Nov 11, 2025 | -6.85% Jul 26, 2019 - Sep 11, 2019 |
Correlation
Correlation between DFAX and MOAT is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2012 - 2026)
DFAX vs MOAT dividend yield comparison.
| Year | DFAX | MOAT |
|---|---|---|
| 2026 | 1.21% | 0.00% |
| 2025 | 2.58% | 1.36% |
| 2024 | 2.98% | 1.37% |
| 2023 | 3.01% | 0.86% |
| 2022 | 3.30% | 1.25% |
| 2021 | 1.40% | 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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