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