MOAT vs SDVY
Comparison between VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceSDVY has outperformed MOAT, delivering a return of +10.7% compared to +10.0%
MOAT vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MOAT
$12B
SDVY
$12B
Expense Ratio
Winner
MOAT
0.46%
SDVY
0.58%
Max Drawdown
Winner
MOAT
33.31%
SDVY
45.19%
Sharpe Ratio
MOAT
1.04
Winner
SDVY
1.05
5Y Beta
Winner
MOAT
0.81
SDVY
0.90
P/E Ratio
MOAT
25.19
Winner
SDVY
17.47
Forward P/E
MOAT
20.32
Winner
SDVY
15.27
PEG Ratio
MOAT
0.73
Winner
SDVY
0.32
5Y Dividends CAGR
Winner
MOAT
10.54%
SDVY
7.88%
5Y EPS CAGR
MOAT
14.34%
Winner
SDVY
17.37%
Debt to Equity
Winner
MOAT
-69.56%
SDVY
-7.62%
P/S Ratio
MOAT
3.33
Winner
SDVY
2.14
P/B Ratio
MOAT
5.18
Winner
SDVY
2.63
MOAT vs SDVY - Holdings Comparison
MOAT and SDVY have 4 common holdings. Overlap is 0.90%
MOAT's top 25 holdings weight is 60.15%. SDVY's top 25 holdings weight is 25.45%.
| Rank | MOAT | SDVY |
|---|---|---|
| #1 | VEEVA SYSTEMS INC CLASS A (VEEV) - 3.02% | ENERSYS (ENS) - 1.28% |
| #2 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.97% | COMFORT SYSTEMS USA INC (FIX) - 1.24% |
| #3 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.83% | NATIONAL HEALTHCARE CORP (NHC) - 1.19% |
| #4 | CHARLES SCHWAB CORP (SCHW) - 2.68% | PRICESMART INC (PSMT) - 1.18% |
| #5 | MICROSOFT CORP (MSFT) - 2.68% | WOODWARD INC (WWD) - 1.11% |
| #6 | PALO ALTO NETWORKS INC (PANW) - 2.63% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% |
| #7 | NVIDIA CORP (NVDA) - 2.53% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% |
| #8 | MASCO CORP (MAS) - 2.50% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% |
| #9 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.48% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% |
| #10 | BROADCOM INC (AVGO) - 2.46% | ZIONS BANCORP NA (ZION) - 0.98% |
| #11 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.41% | FIRST BANCORP (FBP) - 0.98% |
| #12 | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.40% | EMCOR GROUP INC (EME) - 0.98% |
| #13 | DANAHER CORP (DHR) - 2.40% | WILLIAMS-SONOMA INC (WSM) - 0.98% |
| #14 | KENVUE INC (KVUE) - 2.37% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% |
| #15 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.32% | UMB FINANCIAL CORP (UMBF) - 0.97% |
| #16 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.30% | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% |
| #17 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.27% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | CLOROX CO (CLX) - 2.26% | INTERPARFUMS INC (IPAR) - 0.95% |
| #19 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.19% | EAST WEST BANCORP INC (EWBC) - 0.95% |
| #20 | TYLER TECHNOLOGIES INC (TYL) - 2.15% | ACUITY INC (AYI) - 0.95% |
| #21 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.13% | ASSURANT INC (AIZ) - 0.95% |
| #22 | FORTINET INC (FTNT) - 2.13% | TOLL BROTHERS INC (TOL) - 0.94% |
| #23 | DATADOG INC CLASS A (DDOG) - 2.08% | CINCINNATI FINANCIAL CORP (CINF) - 0.94% |
| #24 | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.06% | WINTRUST FINANCIAL CORP (WTFC) - 0.93% |
| #25 | COPART INC (CPRT) - 1.90% | SNAP-ON INC (SNA) - 0.92% |
| Total Holdings | 56 | 174 |
MOAT vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MOAT
+8.98%
SDVY
+1.62%
3M
Winner
MOAT
+13.04%
SDVY
+6.29%
6M
Winner
MOAT
+7.67%
SDVY
+3.62%
1Y
MOAT
+19.73%
Winner
SDVY
+19.91%
5Y(CAGR)
MOAT
+9.96%
Winner
SDVY
+10.69%
10Y(CAGR)
Winner
MOAT
+14.10%
SDVY
+11.26%
Max(CAGR)
Winner
MOAT
+14.19%
SDVY
+11.26%
MOAT vs SDVY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MOAT | SDVY |
|---|---|---|
| 2026 | +10.53% | +13.82% |
| 2025 | +13.88% | +9.13% |
| 2024 | +11.05% | +11.49% |
| 2023 | +31.18% | +28.50% |
| 2022 | -14.12% | -12.37% |
| 2021 | +25.53% | +29.11% |
| 2020 | +13.81% | +11.08% |
| 2019 | +34.59% | +24.65% |
| 2018 | -2.52% | -15.06% |
| 2017 | +21.47% | +5.78% |
| 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 SDVY Drawdown Comparison
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current SDVY drawdown is -2.38%.
| Rank | MOAT | SDVY |
|---|---|---|
| #1 | -33.31% Feb 12, 2020 - Jun 8, 2020 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -23.95% Nov 5, 2021 - Jun 2, 2023 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -21.44% Nov 25, 2024 - Jul 10, 2025 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -16.11% Sep 21, 2018 - Feb 15, 2019 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -15.09% Jul 31, 2023 - Dec 13, 2023 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -14.59% Nov 21, 2014 - Apr 13, 2016 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -12.43% Jan 15, 2026 - Jul 28, 2026 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -11.96% May 1, 2012 - Aug 16, 2012 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -11.94% Jan 26, 2018 - Aug 20, 2018 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -10.46% Jun 8, 2020 - Aug 27, 2020 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -8.54% Sep 2, 2020 - Nov 9, 2020 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -8.17% May 3, 2019 - Jul 12, 2019 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -7.43% Sep 14, 2012 - Dec 18, 2012 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -7.19% Jun 6, 2016 - Jul 12, 2016 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -6.85% Jul 26, 2019 - Sep 11, 2019 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between MOAT and SDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
MOAT vs SDVY dividend yield comparison.
| Year | MOAT | SDVY |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 1.36% | 1.69% |
| 2024 | 1.37% | 1.60% |
| 2023 | 0.86% | 1.90% |
| 2022 | 1.25% | 2.28% |
| 2021 | 1.08% | 1.09% |
| 2020 | 1.46% | 1.48% |
| 2019 | 1.31% | 1.69% |
| 2018 | 1.79% | 1.57% |
| 2017 | 1.07% | 0.29% |
| 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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