MOAT vs SPY
Comparison between VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MOAT, delivering a return of +13.2% compared to +7.8%
MOAT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MOAT
$12B
Winner
SPY
$784B
Expense Ratio
MOAT
0.46%
Winner
SPY
0.09%
Max Drawdown
Winner
MOAT
33.31%
SPY
56.47%
Sharpe Ratio
MOAT
0.68
Winner
SPY
1.54
5Y Beta
Winner
MOAT
0.82
SPY
1.00
P/E Ratio
Winner
MOAT
25.61
SPY
27.62
Forward P/E
Winner
MOAT
18.57
SPY
21.11
PEG Ratio
MOAT
0.82
SPY
N/A
5Y Dividends CAGR
Winner
MOAT
10.54%
SPY
6.00%
5Y EPS CAGR
MOAT
13.87%
Winner
SPY
25.30%
Debt to Equity
Winner
MOAT
-62.05%
SPY
31.11%
P/S Ratio
Winner
MOAT
3.07
SPY
3.49
P/B Ratio
Winner
MOAT
4.93
SPY
5.30
MOAT vs SPY - Holdings Comparison
MOAT and SPY have 54 common holdings. Overlap is 14.89%
MOAT's top 25 holdings weight is 61.18%. SPY's top 25 holdings weight is 51.24%.
| Rank | MOAT | SPY |
|---|---|---|
| #1 | FORTINET INC (FTNT) - 4.40% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | NXP SEMICONDUCTORS NV (NXPI) - 3.48% | APPLE INC (AAPL) - 6.81% |
| #3 | MASCO CORP (MAS) - 2.95% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | NVIDIA CORP (NVDA) - 2.79% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.77% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.76% | BROADCOM INC (AVGO) - 2.77% |
| #7 | KENVUE INC (KVUE) - 2.67% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.50% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.46% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.46% | TESLA INC (TSLA) - 1.76% |
| #11 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | CLOROX CO (CLX) - 2.30% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | DATADOG INC CLASS A (DDOG) - 2.26% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.25% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.25% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | MICROSOFT CORP (MSFT) - 2.21% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | TRANSUNION (TRU) - 2.21% | VISA INC CLASS A (V) - 0.87% |
| #18 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.14% | INTEL CORP (INTC) - 0.85% |
| #19 | DANAHER CORP (DHR) - 2.14% | WALMART INC (WMT) - 0.82% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 2.13% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | APPLIED MATERIALS INC (AMAT) - 2.11% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 1.99% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | NIKE INC CLASS B (NKE) - 1.90% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | TYLER TECHNOLOGIES INC (TYL) - 1.85% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.78% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 58 | 505 |
MOAT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MOAT
-1.13%
SPY
-1.37%
3M
MOAT
+3.62%
Winner
SPY
+12.22%
6M
MOAT
-2.98%
Winner
SPY
+7.20%
1Y
MOAT
+12.03%
Winner
SPY
+23.58%
5Y(CAGR)
MOAT
+7.79%
Winner
SPY
+13.19%
10Y(CAGR)
MOAT
+13.14%
Winner
SPY
+15.12%
Max(CAGR)
Winner
MOAT
+13.37%
SPY
+8.44%
MOAT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MOAT | SPY |
|---|---|---|
| 2026 | -2.36% | +7.95% |
| 2025 | +13.88% | +18.00% |
| 2024 | +11.05% | +25.59% |
| 2023 | +31.18% | +26.72% |
| 2022 | -14.12% | -18.64% |
| 2021 | +25.53% | +30.52% |
| 2020 | +13.81% | +17.28% |
| 2019 | +34.59% | +31.09% |
| 2018 | -2.52% | -5.24% |
| 2017 | +21.47% | +20.78% |
| 2016 | +22.77% | +13.59% |
| 2015 | -4.92% | +1.31% |
| 2014 | +10.27% | +14.56% |
| 2013 | +27.51% | +29.00% |
| 2012 | +9.65% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MOAT vs SPY Drawdown Comparison
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MOAT drawdown is -6.12%. The current SPY drawdown is -3.18%.
| Rank | MOAT | SPY |
|---|---|---|
| #1 | -33.31% Feb 12, 2020 - Jun 8, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -23.95% Nov 5, 2021 - Jun 2, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.44% Nov 25, 2024 - Jul 10, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -16.11% Sep 21, 2018 - Feb 15, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.09% Jul 31, 2023 - Dec 13, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.59% Nov 21, 2014 - Apr 13, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.43% Jan 15, 2026 - Mar 27, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.96% May 1, 2012 - Aug 16, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.94% Jan 26, 2018 - Aug 20, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.46% Jun 8, 2020 - Aug 27, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.54% Sep 2, 2020 - Nov 9, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.17% May 3, 2019 - Jul 12, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.43% Sep 14, 2012 - Dec 18, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.19% Jun 6, 2016 - Jul 12, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.85% Jul 26, 2019 - Sep 11, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MOAT and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
MOAT vs SPY dividend yield comparison.
| Year | MOAT | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 1.36% | 1.07% |
| 2024 | 1.37% | 1.21% |
| 2023 | 0.86% | 1.40% |
| 2022 | 1.25% | 1.65% |
| 2021 | 1.08% | 1.20% |
| 2020 | 1.46% | 1.52% |
| 2019 | 1.31% | 1.75% |
| 2018 | 1.79% | 2.04% |
| 2017 | 1.07% | 1.80% |
| 2016 | 1.17% | 2.03% |
| 2015 | 2.13% | 2.06% |
| 2014 | 1.34% | 1.87% |
| 2013 | 0.79% | 1.81% |
| 2012 | 0.61% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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