From Nasdaq: 2024-07-09 06:20:07

The VanEck Morningstar Wide Moat ETF (MOAT) was launched on 04/24/2012, offering broad exposure to the Style Box – Large Cap Blend category. It tracks the Morningstar Wide Moat Focus Index, focusing on 20 competitively advantageous companies. With $14.25 billion in assets, it has an expense ratio of 0.47% and a 0.85% dividend yield.

Smart beta ETFs like MOAT offer investors alternative strategies beyond market cap weighted indexes. These funds aim to outperform the market through stock selection based on specific fundamental characteristics. A diversified portfolio with holdings in Healthcare, Industrials, and Information Technology makes MOAT a medium-risk choice with 56 holdings.

MOAT has shown a return of 1.57% this year and 10.71% over the last year. With a beta of 1.02 and standard deviation of 19.04%, the fund effectively diversifies risk. While MOAT is a solid option in the Large Cap Blend segment, investors can also consider alternatives like IVV and SPY for cheaper and lower-risk options in similar spaces.



Read more at Nasdaq: Is VanEck Morningstar Wide Moat ETF (MOAT) a Strong ETF Right Now?