MOAT vs DFAX
Comparison between VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF) and DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX, ETF).
5-Year PerformanceDFAX has outperformed MOAT, delivering a return of +9.7% compared to +7.8%
MOAT vs DFAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MOAT
$12B
Winner
DFAX
$12B
Expense Ratio
MOAT
0.46%
Winner
DFAX
0.28%
Max Drawdown
MOAT
33.31%
Winner
DFAX
30.88%
Sharpe Ratio
MOAT
0.68
Winner
DFAX
1.60
5Y Beta
MOAT
0.82
Winner
DFAX
0.73
P/E Ratio
MOAT
25.61
DFAX
N/A
Forward P/E
MOAT
18.57
DFAX
N/A
PEG Ratio
MOAT
0.82
DFAX
N/A
5Y Dividends CAGR
MOAT
10.54%
DFAX
N/A
5Y EPS CAGR
MOAT
13.87%
DFAX
N/A
Debt to Equity
MOAT
-62.05%
DFAX
N/A
P/S Ratio
MOAT
3.07
DFAX
N/A
P/B Ratio
MOAT
4.93
DFAX
N/A
MOAT vs DFAX - Holdings Comparison
MOAT and DFAX have 0 common holdings. Overlap is 0.00%
MOAT's top 25 holdings weight is 61.18%. DFAX's top 25 holdings weight is 5.90%.
| Rank | MOAT | DFAX |
|---|---|---|
| #1 | FORTINET INC (FTNT) - 4.40% | n/a (TSM) - 0.85% |
| #2 | NXP SEMICONDUCTORS NV (NXPI) - 3.48% | NOVARTIS AG ADR (NVS) - 0.60% |
| #3 | MASCO CORP (MAS) - 2.95% | n/a (SHEL) - 0.57% |
| #4 | NVIDIA CORP (NVDA) - 2.79% | ASML HOLDING NV ADR (ASML) - 0.43% |
| #5 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.77% | BP PLC ADR (BP) - 0.27% |
| #6 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.76% | HSBC HOLDINGS PLC ADR (HSBC) - 0.23% |
| #7 | KENVUE INC (KVUE) - 2.67% | ASTRAZENECA PLC ADR (AZN) - 0.23% |
| #8 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.50% | SUNCOR ENERGY INC (SU) - 0.22% |
| #9 | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.46% | ROYAL BANK OF CANADA (RY) - 0.21% |
| #10 | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.46% | UNILEVER PLC ADR (UL) - 0.20% |
| #11 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.42% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.19% |
| #12 | CLOROX CO (CLX) - 2.30% | AGNICO EAGLE MINES LTD (AEM) - 0.17% |
| #13 | DATADOG INC CLASS A (DDOG) - 2.26% | THE TORONTO-DOMINION BANK (TD) - 0.17% |
| #14 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.25% | BHP GROUP LTD ADR (BHP) - 0.15% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.25% | ICICI BANK LTD ADR (IBN) - 0.15% |
| #16 | MICROSOFT CORP (MSFT) - 2.21% | n/a (CLS) - 0.14% |
| #17 | TRANSUNION (TRU) - 2.21% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.14% |
| #18 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.14% | ALCON INC (ALC) - 0.14% |
| #19 | DANAHER CORP (DHR) - 2.14% | RIO TINTO PLC ADR (RIO) - 0.14% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 2.13% | CENOVUS ENERGY INC (CVE) - 0.13% |
| #21 | APPLIED MATERIALS INC (AMAT) - 2.11% | TC ENERGY CORP (TRP) - 0.12% |
| #22 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 1.99% | YUM CHINA HOLDINGS INC (YUMC) - 0.12% |
| #23 | NIKE INC CLASS B (NKE) - 1.90% | NUTRIEN LTD (NTR) - 0.11% |
| #24 | TYLER TECHNOLOGIES INC (TYL) - 1.85% | SUN LIFE FINANCIAL INC (SLF) - 0.11% |
| #25 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.78% | GSK PLC ADR (GSK) - 0.11% |
| Total Holdings | 58 | 52 |
MOAT vs DFAX - Historical Returns
Returns include dividend reinvestment.
1M
MOAT
-1.13%
Winner
DFAX
-0.55%
3M
MOAT
+3.62%
Winner
DFAX
+9.50%
6M
MOAT
-2.98%
Winner
DFAX
+12.84%
1Y
MOAT
+12.03%
Winner
DFAX
+31.40%
5Y(CAGR)
MOAT
+7.79%
Winner
DFAX
+9.71%
10Y(CAGR)
MOAT
+13.14%
DFAX
N/A
Max(CAGR)
Winner
MOAT
+13.37%
DFAX
+9.71%
MOAT vs DFAX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MOAT | DFAX |
|---|---|---|
| 2026 | -2.36% | +11.38% |
| 2025 | +13.88% | +35.62% |
| 2024 | +11.05% | +5.82% |
| 2023 | +31.18% | +15.89% |
| 2022 | -14.12% | -14.97% |
| 2021 | +25.53% | -2.69% |
| 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 DFAX Drawdown Comparison
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for DFAX was -28.13%, occurring on Oct 12, 2022. Recovery took 624 trading sessions.
The current MOAT drawdown is -6.12%. The current DFAX drawdown is -2.93%.
| Rank | MOAT | DFAX |
|---|---|---|
| #1 | -33.31% Feb 12, 2020 - Jun 8, 2020 | -28.13% Sep 13, 2021 - Mar 7, 2024 |
| #2 | -23.95% Nov 5, 2021 - Jun 2, 2023 | -13.89% Mar 19, 2025 - May 2, 2025 |
| #3 | -21.44% Nov 25, 2024 - Jul 10, 2025 | -11.11% Feb 25, 2026 - May 6, 2026 |
| #4 | -16.11% Sep 21, 2018 - Feb 15, 2019 | -9.41% Sep 26, 2024 - Mar 17, 2025 |
| #5 | -15.09% Jul 31, 2023 - Dec 13, 2023 | -7.96% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -14.59% Nov 21, 2014 - Apr 13, 2016 | -5.10% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -12.43% Jan 15, 2026 - Mar 27, 2026 | -4.58% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -11.96% May 1, 2012 - Aug 16, 2012 | -4.21% Apr 9, 2024 - May 6, 2024 |
| #9 | -11.94% Jan 26, 2018 - Aug 20, 2018 | -3.83% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -10.46% Jun 8, 2020 - Aug 27, 2020 | -3.45% May 11, 2026 - May 26, 2026 |
| #11 | -8.54% Sep 2, 2020 - Nov 9, 2020 | -3.40% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -8.17% May 3, 2019 - Jul 12, 2019 | -3.37% Oct 6, 2025 - Oct 24, 2025 |
| #13 | -7.43% Sep 14, 2012 - Dec 18, 2012 | -3.19% May 17, 2024 - Jul 11, 2024 |
| #14 | -7.19% Jun 6, 2016 - Jul 12, 2016 | -2.48% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -6.85% Jul 26, 2019 - Sep 11, 2019 | -2.21% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between MOAT and DFAX is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2012 - 2026)
MOAT vs DFAX dividend yield comparison.
| Year | MOAT | DFAX |
|---|---|---|
| 2026 | 0.00% | 1.21% |
| 2025 | 1.36% | 2.58% |
| 2024 | 1.37% | 2.98% |
| 2023 | 0.86% | 3.01% |
| 2022 | 1.25% | 3.30% |
| 2021 | 1.08% | 1.40% |
| 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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