SPTM vs MOAT
Comparison between SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM, ETF) and VANECK MORNINGSTAR WIDE MOAT ETF (MOAT, ETF).
5-Year PerformanceSPTM has outperformed MOAT, delivering a return of +12.9% compared to +8.1%
SPTM vs MOAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPTM
$12B
MOAT
$12B
Expense Ratio
Winner
SPTM
0.03%
MOAT
0.46%
Max Drawdown
SPTM
55.96%
Winner
MOAT
33.31%
Sharpe Ratio
Winner
SPTM
2.05
MOAT
1.02
5Y Beta
SPTM
0.97
Winner
MOAT
0.82
P/E Ratio
SPTM
26.25
Winner
MOAT
25.24
Forward P/E
SPTM
20.50
Winner
MOAT
18.34
PEG Ratio
SPTM
N/A
MOAT
0.88
5Y Dividends CAGR
SPTM
5.87%
Winner
MOAT
10.54%
5Y EPS CAGR
Winner
SPTM
24.13%
MOAT
13.42%
Debt to Equity
SPTM
N/A
MOAT
-60.21%
P/S Ratio
SPTM
3.07
Winner
MOAT
2.98
P/B Ratio
Winner
SPTM
4.64
MOAT
4.77
SPTM vs MOAT - Holdings Comparison
SPTM and MOAT have 56 common holdings. Overlap is 15.89%
SPTM's top 25 holdings weight is 47.63%. MOAT's top 25 holdings weight is 60.32%.
| Rank | SPTM | MOAT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.15% | MASCO CORP (MAS) - 3.03% |
| #2 | APPLE INC (AAPL) - 6.31% | NVIDIA CORP (NVDA) - 2.96% |
| #3 | MICROSOFT CORP (MSFT) - 5.66% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.81% |
| #4 | AMAZON.COM INC (AMZN) - 3.52% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.75% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.85% | NXP SEMICONDUCTORS NV (NXPI) - 2.74% |
| #6 | BROADCOM INC (AVGO) - 2.57% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.70% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.29% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.70% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.26% | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.66% |
| #9 | TESLA INC (TSLA) - 2.13% | FORTINET INC (FTNT) - 2.65% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | KENVUE INC (KVUE) - 2.63% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.40% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.56% |
| #12 | ELI LILLY AND CO (LLY) - 1.33% | ZOETIS INC CLASS A (ZTS) - 2.51% |
| #13 | VISA INC CLASS A (V) - 0.93% | MICROSOFT CORP (MSFT) - 2.49% |
| #14 | EXXON MOBIL CORP (XOM) - 0.78% | CLOROX CO (CLX) - 2.36% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.78% | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 2.33% |
| #16 | WALMART INC (WMT) - 0.76% | TRANSUNION (TRU) - 2.32% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.74% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.32% |
| #18 | n/a (PLTR) - 0.69% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.22% |
| #19 | ABBVIE INC (ABBV) - 0.63% | TYLER TECHNOLOGIES INC (TYL) - 2.18% |
| #20 | NETFLIX INC (NFLX) - 0.62% | DANAHER CORP (DHR) - 2.18% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.60% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.05% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.59% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 2.03% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.54% | NIKE INC CLASS B (NKE) - 1.96% |
| #24 | THE HOME DEPOT INC (HD) - 0.54% | ENTEGRIS INC (ENTG) - 1.60% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.53% | AMAZON.COM INC (AMZN) - 1.58% |
| Total Holdings | 1515 | 58 |
SPTM vs MOAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPTM
+8.82%
MOAT
+2.97%
3M
Winner
SPTM
+6.28%
MOAT
-3.98%
6M
Winner
SPTM
+10.88%
MOAT
+2.88%
1Y
Winner
SPTM
+31.81%
MOAT
+17.54%
5Y(CAGR)
Winner
SPTM
+12.89%
MOAT
+8.08%
10Y(CAGR)
Winner
SPTM
+15.29%
MOAT
+13.73%
Max(CAGR)
SPTM
+8.82%
Winner
MOAT
+13.53%
SPTM vs MOAT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPTM | MOAT |
|---|---|---|
| 2026 | +8.51% | -1.92% |
| 2025 | +17.16% | +13.88% |
| 2024 | +24.55% | +11.05% |
| 2023 | +26.02% | +31.18% |
| 2022 | -18.20% | -14.12% |
| 2021 | +30.31% | +25.53% |
| 2020 | +17.02% | +13.81% |
| 2019 | +31.34% | +34.59% |
| 2018 | -5.72% | -2.52% |
| 2017 | +20.28% | +21.47% |
| 2016 | +14.77% | +22.77% |
| 2015 | +1.05% | -4.92% |
| 2014 | +14.39% | +10.27% |
| 2013 | +30.04% | +27.51% |
| 2012 | +14.09% | +9.65% |
| 2011 | -0.13% | N/A |
| 2010 | +15.00% | N/A |
| 2009 | +24.27% | N/A |
| 2008 | -35.95% | N/A |
| 2007 | +5.42% | N/A |
| 2006 | +13.22% | N/A |
| 2005 | +8.08% | N/A |
| 2004 | +10.82% | N/A |
| 2003 | +22.72% | N/A |
| 2002 | -21.86% | N/A |
| 2001 | -7.31% | N/A |
| 2000 | -2.67% | N/A |
SPTM vs MOAT Drawdown Comparison
The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 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 -5.70%.
| Rank | SPTM | MOAT |
|---|---|---|
| #1 | -54.81% Oct 9, 2007 - Mar 13, 2012 | -33.31% Feb 12, 2020 - Jun 8, 2020 |
| #2 | -40.96% Nov 7, 2000 - Nov 23, 2005 | -23.95% Nov 5, 2021 - Jun 2, 2023 |
| #3 | -34.65% Feb 19, 2020 - Aug 17, 2020 | -21.44% Nov 25, 2024 - Jul 10, 2025 |
| #4 | -24.15% Jan 4, 2022 - Dec 13, 2023 | -16.11% Sep 21, 2018 - Feb 15, 2019 |
| #5 | -20.19% Sep 20, 2018 - Apr 12, 2019 | -15.09% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -18.87% Feb 19, 2025 - Jun 26, 2025 | -14.59% Nov 21, 2014 - Apr 13, 2016 |
| #7 | -14.80% Jun 22, 2015 - Jun 8, 2016 | -12.43% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -10.29% Apr 2, 2012 - Aug 17, 2012 | -11.96% May 1, 2012 - Aug 16, 2012 |
| #9 | -9.79% Jan 26, 2018 - Jul 25, 2018 | -11.94% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -9.46% Jul 19, 2007 - Oct 5, 2007 | -10.46% Jun 8, 2020 - Aug 27, 2020 |
| #11 | -9.44% Sep 2, 2020 - Nov 9, 2020 | -8.54% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -8.69% Feb 9, 2026 - Apr 14, 2026 | -8.17% May 3, 2019 - Jul 12, 2019 |
| #13 | -8.36% Jul 16, 2024 - Sep 19, 2024 | -7.43% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -8.35% May 8, 2006 - Sep 26, 2006 | -7.19% Jun 6, 2016 - Jul 12, 2016 |
| #15 | -7.50% Sep 19, 2014 - Oct 31, 2014 | -6.85% Jul 26, 2019 - Sep 11, 2019 |
Correlation
Correlation between SPTM and MOAT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
SPTM vs MOAT dividend yield comparison.
| Year | SPTM | MOAT |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 1.13% | 1.36% |
| 2024 | 1.28% | 1.37% |
| 2023 | 1.44% | 0.86% |
| 2022 | 1.69% | 1.25% |
| 2021 | 1.25% | 1.08% |
| 2020 | 1.56% | 1.46% |
| 2019 | 1.72% | 1.31% |
| 2018 | 1.90% | 1.79% |
| 2017 | 1.66% | 1.07% |
| 2016 | 1.91% | 1.17% |
| 2015 | 1.92% | 2.13% |
| 2014 | 2.08% | 1.34% |
| 2013 | 1.63% | 0.79% |
| 2012 | 1.95% | 0.61% |
| 2011 | 1.82% | 0.00% |
| 2010 | 1.19% | 0.00% |
| 2009 | 1.68% | 0.00% |
| 2008 | 2.79% | 0.00% |
| 2007 | 1.60% | 0.00% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.62% | 0.00% |
| 2004 | 1.80% | 0.00% |
| 2003 | 1.42% | 0.00% |
| 2002 | 1.48% | 0.00% |
| 2001 | 1.33% | 0.00% |
| 2000 | 0.24% | 0.00% |
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