PVAL vs MOAT
Comparison between Putnam Focused Large Cap Value ETF (PVAL, ETF) and VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF).
5-Year PerformancePVAL has outperformed MOAT, delivering a return of +16.9% compared to +8.3%
PVAL vs MOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PVAL
$12B
MOAT
$12B
Expense Ratio
PVAL
0.55%
Winner
MOAT
0.46%
Max Drawdown
Winner
PVAL
16.64%
MOAT
33.31%
Sharpe Ratio
Winner
PVAL
2.05
MOAT
0.53
5Y Beta
Winner
PVAL
0.75
MOAT
0.81
P/E Ratio
Winner
PVAL
23.00
MOAT
24.86
Forward P/E
Winner
PVAL
17.16
MOAT
19.12
PEG Ratio
Winner
PVAL
0.43
MOAT
0.72
5Y Dividends CAGR
PVAL
N/A
MOAT
10.54%
5Y EPS CAGR
PVAL
11.39%
Winner
MOAT
14.81%
Debt to Equity
PVAL
42.48%
Winner
MOAT
-72.10%
P/S Ratio
Winner
PVAL
1.80
MOAT
3.18
P/B Ratio
Winner
PVAL
3.28
MOAT
4.98
PVAL vs MOAT - Holdings Comparison
PVAL and MOAT have 6 common holdings. Overlap is 8.06%
PVAL's top 25 holdings weight is 70.46%. MOAT's top 25 holdings weight is 59.58%.
| Rank | PVAL | MOAT |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 5.99% | MASCO CORP (MAS) - 2.78% |
| #2 | CITIGROUP INC (C) - 4.63% | CHARLES SCHWAB CORP (SCHW) - 2.68% |
| #3 | EXXON MOBIL CORP (XOM) - 3.62% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.63% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.29% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.60% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 3.06% | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.58% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.05% | PALO ALTO NETWORKS INC (PANW) - 2.56% |
| #7 | AMAZON.COM INC (AMZN) - 2.93% | NVIDIA CORP (NVDA) - 2.55% |
| #8 | FREEPORT-MCMORAN INC (FCX) - 2.92% | DANAHER CORP (DHR) - 2.49% |
| #9 | MICROSOFT CORP (MSFT) - 2.92% | KENVUE INC (KVUE) - 2.49% |
| #10 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.84% | BROADCOM INC (AVGO) - 2.48% |
| #11 | COCA-COLA CO (KO) - 2.82% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.43% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.69% | DATADOG INC CLASS A (DDOG) - 2.43% |
| #13 | FEDEX CORP (FDX) - 2.68% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.36% |
| #14 | BANK OF AMERICA CORP (BAC) - 2.62% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.33% |
| #15 | SOUTHWEST AIRLINES CO (LUV) - 2.58% | FORTINET INC (FTNT) - 2.32% |
| #16 | ALLSTATE CORP (ALL) - 2.45% | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.30% |
| #17 | GENERAL MOTORS CO (GM) - 2.43% | MICROSOFT CORP (MSFT) - 2.29% |
| #18 | MCKESSON CORP (MCK) - 2.41% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.21% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 2.22% | CLOROX CO (CLX) - 2.20% |
| #20 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.13% | TYLER TECHNOLOGIES INC (TYL) - 2.18% |
| #21 | QUALCOMM INC (QCOM) - 2.12% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.18% |
| #22 | CAPITAL ONE FINANCIAL CORP (COF) - 2.03% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.15% |
| #23 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.03% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.14% |
| #24 | PROLOGIS INC (PLD) - 2.02% | FAIR ISAAC CORP (FICO) - 2.11% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 1.98% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.11% |
| Total Holdings | 47 | 56 |
PVAL vs MOAT - Historical Returns
Returns include dividend reinvestment.
1M
PVAL
+1.57%
Winner
MOAT
+3.96%
3M
Winner
PVAL
+7.05%
MOAT
+3.31%
6M
Winner
PVAL
+12.38%
MOAT
-1.81%
1Y
Winner
PVAL
+29.47%
MOAT
+11.01%
5Y(CAGR)
Winner
PVAL
+16.95%
MOAT
+8.31%
10Y(CAGR)
PVAL
N/A
MOAT
+13.31%
Max(CAGR)
Winner
PVAL
+16.47%
MOAT
+13.60%
PVAL vs MOAT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PVAL | MOAT |
|---|---|---|
| 2026 | +14.19% | +1.42% |
| 2025 | +24.59% | +13.88% |
| 2024 | +18.93% | +11.05% |
| 2023 | +18.99% | +31.18% |
| 2022 | -2.65% | -14.12% |
| 2021 | +11.43% | +25.53% |
| 2020 | N/A | +13.81% |
| 2019 | N/A | +34.59% |
| 2018 | N/A | -2.52% |
| 2017 | N/A | +21.47% |
| 2016 | N/A | +22.77% |
| 2015 | N/A | -4.92% |
| 2014 | N/A | +10.27% |
| 2013 | N/A | +27.51% |
| 2012 | N/A | +9.65% |
PVAL vs MOAT Drawdown Comparison
The maximum drawdown for PVAL was -16.64%, occurring on Sep 30, 2022. Recovery took 211 trading sessions.
The maximum drawdown for MOAT was -33.31%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The current MOAT drawdown is -2.49%.
| Rank | PVAL | MOAT |
|---|---|---|
| #1 | -16.64% Mar 30, 2022 - Feb 1, 2023 | -33.31% Feb 12, 2020 - Jun 8, 2020 |
| #2 | -15.40% Nov 29, 2024 - Jun 24, 2025 | -23.95% Nov 5, 2021 - Jun 2, 2023 |
| #3 | -8.75% Feb 14, 2023 - Jun 15, 2023 | -21.44% Nov 25, 2024 - Jul 10, 2025 |
| #4 | -8.67% Jul 31, 2023 - Dec 1, 2023 | -16.11% Sep 21, 2018 - Feb 15, 2019 |
| #5 | -7.63% Jan 4, 2022 - Mar 29, 2022 | -15.09% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -7.22% Feb 9, 2026 - Apr 17, 2026 | -14.59% Nov 21, 2014 - Apr 13, 2016 |
| #7 | -6.98% Jul 16, 2024 - Aug 30, 2024 | -12.43% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -5.37% Nov 24, 2021 - Dec 29, 2021 | -11.96% May 1, 2012 - Aug 16, 2012 |
| #9 | -4.28% Mar 28, 2024 - May 9, 2024 | -11.94% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -4.27% Jun 8, 2021 - Jul 2, 2021 | -10.46% Jun 8, 2020 - Aug 27, 2020 |
| #11 | -4.18% Jul 2, 2021 - Aug 3, 2021 | -8.54% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -3.86% Aug 30, 2024 - Sep 19, 2024 | -8.17% May 3, 2019 - Jul 12, 2019 |
| #13 | -3.83% Aug 27, 2021 - Oct 14, 2021 | -7.43% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -3.46% Jul 23, 2025 - Aug 20, 2025 | -7.19% Jun 6, 2016 - Jul 12, 2016 |
| #15 | -3.36% Nov 12, 2025 - Nov 26, 2025 | -6.85% Jul 26, 2019 - Sep 11, 2019 |
Correlation
Correlation between PVAL and MOAT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2012 - 2026)
PVAL vs MOAT dividend yield comparison.
| Year | PVAL | MOAT |
|---|---|---|
| 2026 | 0.51% | 0.00% |
| 2025 | 1.00% | 1.36% |
| 2024 | 1.34% | 1.37% |
| 2023 | 1.33% | 0.86% |
| 2022 | 0.59% | 1.25% |
| 2021 | 0.47% | 1.08% |
| 2020 | 0.00% | 1.46% |
| 2019 | 0.00% | 1.31% |
| 2018 | 0.00% | 1.79% |
| 2017 | 0.00% | 1.07% |
| 2016 | 0.00% | 1.17% |
| 2015 | 0.00% | 2.13% |
| 2014 | 0.00% | 1.34% |
| 2013 | 0.00% | 0.79% |
| 2012 | 0.00% | 0.61% |
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