MOAT vs PVAL
Comparison between VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF) and Putnam Focused Large Cap Value ETF (PVAL, ETF).
5-Year PerformancePVAL has outperformed MOAT, delivering a return of +17.2% compared to +9.1%
MOAT vs PVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MOAT
$12B
Winner
PVAL
$12B
Expense Ratio
Winner
MOAT
0.46%
PVAL
0.55%
Max Drawdown
MOAT
33.31%
Winner
PVAL
16.64%
Sharpe Ratio
MOAT
0.85
Winner
PVAL
2.47
5Y Beta
MOAT
0.81
Winner
PVAL
0.74
P/E Ratio
MOAT
25.02
Winner
PVAL
21.76
Forward P/E
MOAT
19.59
Winner
PVAL
17.14
PEG Ratio
MOAT
0.71
Winner
PVAL
0.24
5Y Dividends CAGR
MOAT
10.54%
PVAL
N/A
5Y EPS CAGR
Winner
MOAT
14.44%
PVAL
12.63%
Debt to Equity
Winner
MOAT
-72.24%
PVAL
40.04%
P/S Ratio
MOAT
3.27
Winner
PVAL
1.85
P/B Ratio
MOAT
5.03
Winner
PVAL
3.28
MOAT vs PVAL - Holdings Comparison
MOAT and PVAL have 6 common holdings. Overlap is 8.04%
MOAT's top 25 holdings weight is 59.45%. PVAL's top 25 holdings weight is 70.46%.
| Rank | MOAT | PVAL |
|---|---|---|
| #1 | MASCO CORP (MAS) - 2.76% | CISCO SYSTEMS INC (CSCO) - 5.99% |
| #2 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.66% | CITIGROUP INC (C) - 4.63% |
| #3 | CHARLES SCHWAB CORP (SCHW) - 2.63% | EXXON MOBIL CORP (XOM) - 3.62% |
| #4 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.55% | ALPHABET INC CLASS A (GOOGL) - 3.29% |
| #5 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.55% | ADVANCED MICRO DEVICES INC (AMD) - 3.06% |
| #6 | KENVUE INC (KVUE) - 2.55% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.05% |
| #7 | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.54% | AMAZON.COM INC (AMZN) - 2.93% |
| #8 | NVIDIA CORP (NVDA) - 2.52% | FREEPORT-MCMORAN INC (FCX) - 2.92% |
| #9 | PALO ALTO NETWORKS INC (PANW) - 2.50% | MICROSOFT CORP (MSFT) - 2.92% |
| #10 | BROADCOM INC (AVGO) - 2.46% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.84% |
| #11 | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.43% | COCA-COLA CO (KO) - 2.82% |
| #12 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.40% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.69% |
| #13 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.36% | FEDEX CORP (FDX) - 2.68% |
| #14 | DATADOG INC CLASS A (DDOG) - 2.36% | BANK OF AMERICA CORP (BAC) - 2.62% |
| #15 | MICROSOFT CORP (MSFT) - 2.33% | SOUTHWEST AIRLINES CO (LUV) - 2.58% |
| #16 | FORTINET INC (FTNT) - 2.25% | ALLSTATE CORP (ALL) - 2.45% |
| #17 | DANAHER CORP (DHR) - 2.24% | GENERAL MOTORS CO (GM) - 2.43% |
| #18 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.23% | MCKESSON CORP (MCK) - 2.41% |
| #19 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.21% | THE GOLDMAN SACHS GROUP INC (GS) - 2.22% |
| #20 | CLOROX CO (CLX) - 2.20% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.13% |
| #21 | TYLER TECHNOLOGIES INC (TYL) - 2.18% | QUALCOMM INC (QCOM) - 2.12% |
| #22 | FAIR ISAAC CORP (FICO) - 2.17% | CAPITAL ONE FINANCIAL CORP (COF) - 2.03% |
| #23 | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.15% | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.03% |
| #24 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.13% | PROLOGIS INC (PLD) - 2.02% |
| #25 | NIKE INC CLASS B (NKE) - 2.09% | CHARLES SCHWAB CORP (SCHW) - 1.98% |
| Total Holdings | 56 | 47 |
MOAT vs PVAL - Historical Returns
Returns include dividend reinvestment.
1M
MOAT
+4.25%
Winner
PVAL
+4.31%
3M
Winner
MOAT
+9.55%
PVAL
+9.39%
6M
MOAT
+4.83%
Winner
PVAL
+11.08%
1Y
MOAT
+16.88%
Winner
PVAL
+35.71%
5Y(CAGR)
MOAT
+9.08%
Winner
PVAL
+17.24%
10Y(CAGR)
MOAT
+13.72%
PVAL
N/A
Max(CAGR)
MOAT
+13.97%
Winner
PVAL
+17.10%
MOAT vs PVAL - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MOAT | PVAL |
|---|---|---|
| 2026 | +6.87% | +18.25% |
| 2025 | +13.88% | +24.59% |
| 2024 | +11.05% | +18.93% |
| 2023 | +31.18% | +18.99% |
| 2022 | -14.12% | -2.65% |
| 2021 | +25.53% | +11.43% |
| 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 PVAL Drawdown Comparison
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for PVAL was -16.64%, occurring on Sep 30, 2022. Recovery took 211 trading sessions.
The current MOAT drawdown is -0.61%. The current PVAL drawdown is -0.22%.
| Rank | MOAT | PVAL |
|---|---|---|
| #1 | -33.31% Feb 12, 2020 - Jun 8, 2020 | -16.64% Mar 30, 2022 - Feb 1, 2023 |
| #2 | -23.95% Nov 5, 2021 - Jun 2, 2023 | -15.40% Nov 29, 2024 - Jun 24, 2025 |
| #3 | -21.44% Nov 25, 2024 - Jul 10, 2025 | -8.75% Feb 14, 2023 - Jun 15, 2023 |
| #4 | -16.11% Sep 21, 2018 - Feb 15, 2019 | -8.67% Jul 31, 2023 - Dec 1, 2023 |
| #5 | -15.09% Jul 31, 2023 - Dec 13, 2023 | -7.63% Jan 4, 2022 - Mar 29, 2022 |
| #6 | -14.59% Nov 21, 2014 - Apr 13, 2016 | -7.22% Feb 9, 2026 - Apr 17, 2026 |
| #7 | -12.43% Jan 15, 2026 - Jul 28, 2026 | -6.98% Jul 16, 2024 - Aug 30, 2024 |
| #8 | -11.96% May 1, 2012 - Aug 16, 2012 | -5.37% Nov 24, 2021 - Dec 29, 2021 |
| #9 | -11.94% Jan 26, 2018 - Aug 20, 2018 | -4.28% Mar 28, 2024 - May 9, 2024 |
| #10 | -10.46% Jun 8, 2020 - Aug 27, 2020 | -4.27% Jun 8, 2021 - Jul 2, 2021 |
| #11 | -8.54% Sep 2, 2020 - Nov 9, 2020 | -4.18% Jul 2, 2021 - Aug 3, 2021 |
| #12 | -8.17% May 3, 2019 - Jul 12, 2019 | -3.86% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -7.43% Sep 14, 2012 - Dec 18, 2012 | -3.83% Aug 27, 2021 - Oct 14, 2021 |
| #14 | -7.19% Jun 6, 2016 - Jul 12, 2016 | -3.46% Jul 23, 2025 - Aug 20, 2025 |
| #15 | -6.85% Jul 26, 2019 - Sep 11, 2019 | -3.36% Nov 12, 2025 - Nov 26, 2025 |
Correlation
Correlation between MOAT and PVAL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
MOAT vs PVAL dividend yield comparison.
| Year | MOAT | PVAL |
|---|---|---|
| 2026 | 0.00% | 0.49% |
| 2025 | 1.36% | 1.00% |
| 2024 | 1.37% | 1.34% |
| 2023 | 0.86% | 1.33% |
| 2022 | 1.25% | 0.59% |
| 2021 | 1.08% | 0.47% |
| 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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