MOAT vs SPHY
Comparison between VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformanceMOAT has outperformed SPHY, delivering a return of +9.4% compared to +4.4%
MOAT vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MOAT vs SPHY - Historical Returns
Returns include dividend reinvestment.
MOAT vs SPHY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MOAT | SPHY |
|---|---|---|
| 2026 | +8.45% | +2.39% |
| 2025 | +13.88% | +8.31% |
| 2024 | +11.05% | +8.81% |
| 2023 | +31.18% | +12.80% |
| 2022 | -14.12% | -10.48% |
| 2021 | +25.53% | +5.74% |
| 2020 | +13.81% | +6.44% |
| 2019 | +34.59% | +13.55% |
| 2018 | -2.52% | -2.69% |
| 2017 | +21.47% | +6.73% |
| 2016 | +22.77% | +11.15% |
| 2015 | -4.92% | -3.64% |
| 2014 | +10.27% | +6.53% |
| 2013 | +27.51% | -1.34% |
| 2012 | +9.65% | +7.21% |
MOAT vs SPHY Drawdown Comparison
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
| Rank | MOAT | SPHY |
|---|---|---|
| #1 | -33.31% Feb 12, 2020 - Jun 8, 2020 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -23.95% Nov 5, 2021 - Jun 2, 2023 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -21.44% Nov 25, 2024 - Jul 10, 2025 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -16.11% Sep 21, 2018 - Feb 15, 2019 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -15.09% Jul 31, 2023 - Dec 13, 2023 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -14.59% Nov 21, 2014 - Apr 13, 2016 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -12.43% Jan 15, 2026 - Jul 28, 2026 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -11.96% May 1, 2012 - Aug 16, 2012 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -11.94% Jan 26, 2018 - Aug 20, 2018 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -10.46% Jun 8, 2020 - Aug 27, 2020 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -8.54% Sep 2, 2020 - Nov 9, 2020 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -8.17% May 3, 2019 - Jul 12, 2019 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -7.43% Sep 14, 2012 - Dec 18, 2012 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -7.19% Jun 6, 2016 - Jul 12, 2016 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -6.85% Jul 26, 2019 - Sep 11, 2019 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between MOAT and SPHY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
MOAT vs SPHY dividend yield comparison.
| Year | MOAT | SPHY |
|---|---|---|
| 2026 | 0.00% | 4.14% |
| 2025 | 1.36% | 7.38% |
| 2024 | 1.37% | 7.80% |
| 2023 | 0.86% | 7.30% |
| 2022 | 1.25% | 6.47% |
| 2021 | 1.08% | 5.13% |
| 2020 | 1.46% | 5.63% |
| 2019 | 1.31% | 5.73% |
| 2018 | 1.79% | 4.09% |
| 2017 | 1.07% | 4.41% |
| 2016 | 1.17% | 4.27% |
| 2015 | 2.13% | 4.29% |
| 2014 | 1.34% | 3.98% |
| 2013 | 0.79% | 4.41% |
| 2012 | 0.61% | 2.17% |
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