MOAT vs MGV
Comparison between VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).
5-Year PerformanceMGV has outperformed MOAT, delivering a return of +11.3% compared to +8.1%
MOAT vs MGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MOAT
$12B
MGV
$11B
Expense Ratio
MOAT
0.46%
Winner
MGV
0.05%
Max Drawdown
Winner
MOAT
33.31%
MGV
57.07%
Sharpe Ratio
MOAT
1.02
Winner
MGV
1.97
5Y Beta
MOAT
0.82
Winner
MGV
0.65
P/E Ratio
MOAT
25.24
Winner
MGV
21.36
Forward P/E
MOAT
18.34
Winner
MGV
17.30
PEG Ratio
MOAT
0.88
Winner
MGV
0.41
5Y Dividends CAGR
MOAT
10.54%
Winner
MGV
11.56%
5Y EPS CAGR
Winner
MOAT
13.42%
MGV
11.17%
Debt to Equity
Winner
MOAT
-60.21%
MGV
4.29%
P/S Ratio
MOAT
2.98
Winner
MGV
2.44
P/B Ratio
MOAT
4.77
Winner
MGV
3.46
MOAT vs MGV - Holdings Comparison
MOAT and MGV have 15 common holdings. Overlap is 9.28%
MOAT's top 25 holdings weight is 60.32%. MGV's top 25 holdings weight is 47.96%.
| Rank | MOAT | MGV |
|---|---|---|
| #1 | MASCO CORP (MAS) - 3.03% | JPMORGAN CHASE & CO (JPM) - 3.81% |
| #2 | NVIDIA CORP (NVDA) - 2.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46% |
| #3 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.81% | EXXON MOBIL CORP (XOM) - 3.19% |
| #4 | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.75% | JOHNSON & JOHNSON (JNJ) - 2.97% |
| #5 | NXP SEMICONDUCTORS NV (NXPI) - 2.74% | WALMART INC (WMT) - 2.79% |
| #6 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.70% | MICRON TECHNOLOGY INC (MU) - 2.31% |
| #7 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.70% | COSTCO WHOLESALE CORP (COST) - 2.23% |
| #8 | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.66% | ABBVIE INC (ABBV) - 2.04% |
| #9 | FORTINET INC (FTNT) - 2.65% | PROCTER & GAMBLE CO (PG) - 1.94% |
| #10 | KENVUE INC (KVUE) - 2.63% | THE HOME DEPOT INC (HD) - 1.88% |
| #11 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.56% | CHEVRON CORP (CVX) - 1.77% |
| #12 | ZOETIS INC CLASS A (ZTS) - 2.51% | GE AEROSPACE (GE) - 1.70% |
| #13 | MICROSOFT CORP (MSFT) - 2.49% | CATERPILLAR INC (CAT) - 1.57% |
| #14 | CLOROX CO (CLX) - 2.36% | BANK OF AMERICA CORP (BAC) - 1.55% |
| #15 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.33% | MERCK & CO INC (MRK) - 1.53% |
| #16 | TRANSUNION (TRU) - 2.32% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #17 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.32% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% |
| #18 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.22% | CISCO SYSTEMS INC (CSCO) - 1.40% |
| #19 | TYLER TECHNOLOGIES INC (TYL) - 2.18% | COCA-COLA CO (KO) - 1.39% |
| #20 | DANAHER CORP (DHR) - 2.18% | RTX CORP (RTX) - 1.35% |
| #21 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.05% | UNITEDHEALTH GROUP INC (UNH) - 1.32% |
| #22 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.03% | WELLS FARGO & CO (WFC) - 1.27% |
| #23 | NIKE INC CLASS B (NKE) - 1.96% | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% |
| #24 | ENTEGRIS INC (ENTG) - 1.60% | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18% |
| #25 | AMAZON.COM INC (AMZN) - 1.58% | LINDE PLC (LIN) - 1.18% |
| Total Holdings | 58 | 133 |
MOAT vs MGV - Historical Returns
Returns include dividend reinvestment.
1M
MOAT
+2.97%
Winner
MGV
+3.03%
3M
MOAT
-3.98%
Winner
MGV
+1.23%
6M
MOAT
+2.88%
Winner
MGV
+13.06%
1Y
MOAT
+17.54%
Winner
MGV
+25.98%
5Y(CAGR)
MOAT
+8.08%
Winner
MGV
+11.28%
10Y(CAGR)
Winner
MOAT
+13.73%
MGV
+12.70%
Max(CAGR)
Winner
MOAT
+13.53%
MGV
+9.07%
MOAT vs MGV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MOAT | MGV |
|---|---|---|
| 2026 | -1.92% | +8.58% |
| 2025 | +13.88% | +15.69% |
| 2024 | +11.05% | +16.14% |
| 2023 | +31.18% | +9.44% |
| 2022 | -14.12% | -1.69% |
| 2021 | +25.53% | +27.43% |
| 2020 | +13.81% | +1.87% |
| 2019 | +34.59% | +25.48% |
| 2018 | -2.52% | -4.44% |
| 2017 | +21.47% | +16.00% |
| 2016 | +22.77% | +18.26% |
| 2015 | -4.92% | -0.17% |
| 2014 | +10.27% | +13.94% |
| 2013 | +27.51% | +28.83% |
| 2012 | +9.65% | +13.14% |
| 2011 | N/A | +0.18% |
| 2010 | N/A | +11.13% |
| 2009 | N/A | +12.92% |
| 2008 | N/A | -34.86% |
| 2007 | N/A | -0.46% |
MOAT vs MGV Drawdown Comparison
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.
The current MOAT drawdown is -5.70%. The current MGV drawdown is -0.10%.
| Rank | MOAT | MGV |
|---|---|---|
| #1 | -33.31% Feb 12, 2020 - Jun 8, 2020 | -55.86% Dec 27, 2007 - Oct 18, 2012 |
| #2 | -23.95% Nov 5, 2021 - Jun 2, 2023 | -35.41% Jan 17, 2020 - Dec 4, 2020 |
| #3 | -21.44% Nov 25, 2024 - Jul 10, 2025 | -16.63% Sep 21, 2018 - Apr 23, 2019 |
| #4 | -16.11% Sep 21, 2018 - Feb 15, 2019 | -16.55% Apr 20, 2022 - Jul 20, 2023 |
| #5 | -15.09% Jul 31, 2023 - Dec 13, 2023 | -13.18% Feb 19, 2025 - Jul 1, 2025 |
| #6 | -14.59% Nov 21, 2014 - Apr 13, 2016 | -12.88% May 21, 2015 - Apr 18, 2016 |
| #7 | -12.43% Jan 15, 2026 - Mar 27, 2026 | -11.02% Jan 26, 2018 - Sep 14, 2018 |
| #8 | -11.96% May 1, 2012 - Aug 16, 2012 | -9.07% Jul 24, 2023 - Dec 13, 2023 |
| #9 | -11.94% Jan 26, 2018 - Aug 20, 2018 | -7.73% Oct 18, 2012 - Jan 2, 2013 |
| #10 | -10.46% Jun 8, 2020 - Aug 27, 2020 | -7.68% Sep 19, 2014 - Nov 6, 2014 |
| #11 | -8.54% Sep 2, 2020 - Nov 9, 2020 | -7.06% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -8.17% May 3, 2019 - Jul 12, 2019 | -6.71% Jan 11, 2022 - Mar 29, 2022 |
| #13 | -7.43% Sep 14, 2012 - Dec 18, 2012 | -6.55% Jul 29, 2019 - Oct 22, 2019 |
| #14 | -7.19% Jun 6, 2016 - Jul 12, 2016 | -6.41% Feb 11, 2026 - Apr 30, 2026 |
| #15 | -6.85% Jul 26, 2019 - Sep 11, 2019 | -6.00% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between MOAT and MGV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2008 - 2026)
MOAT vs MGV dividend yield comparison.
| Year | MOAT | MGV |
|---|---|---|
| 2026 | 0.00% | 0.52% |
| 2025 | 1.36% | 2.04% |
| 2024 | 1.37% | 2.31% |
| 2023 | 0.86% | 2.48% |
| 2022 | 1.25% | 2.45% |
| 2021 | 1.08% | 2.17% |
| 2020 | 1.46% | 2.47% |
| 2019 | 1.31% | 2.69% |
| 2018 | 1.79% | 2.65% |
| 2017 | 1.07% | 2.34% |
| 2016 | 1.17% | 2.53% |
| 2015 | 2.13% | 2.59% |
| 2014 | 1.34% | 2.26% |
| 2013 | 0.79% | 2.29% |
| 2012 | 0.61% | 2.80% |
| 2011 | 0.00% | 2.75% |
| 2010 | 0.00% | 2.37% |
| 2009 | 0.00% | 3.01% |
| 2008 | 0.00% | 3.39% |
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