Compare ETFs
Side by side
| MOAT | SPY | |
|---|---|---|
| Name | VanEck Morningstar Wide Moat ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $11.66B | $809.77B |
| Fee | 0.45% | 0.09% |
| Yield | 1.3% | 1.0% |
| Components | 54 | 502 |
| Top 10 weight | 26% | 39% |
| This year | +6.5% | +12.5% |
| 1 year | +12.7% | +17.4% |
| 3 years, yearly | +14.7% | +21.8% |
| 5 years, yearly | +9.1% | +12.4% |
| 10 years, yearly | +13.9% | +15.2% |
| Volatility, 3 years | 15.2% | 12.7% |
| Sharpe ratio, 3 years | 0.58 | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
17% MOAT and SPY
50 companies in both: 93% of MOAT's holdings, 10% of SPY's.
MSFT 2.9%META 2.4%NVDA 2.3%AVGO 2.2%GOOGL 1.3%AMZN 1.2%AMAT 0.5%TXN 0.4%DIS 0.3%APH 0.3%
Sectors
| MOAT | SPY | |
|---|---|---|
| Technology | 29.3% | 41.1% |
| Consumer Defensive | 20.8% | 4.7% |
| Consumer Cyclicals | 14.9% | 8.6% |
| Healthcare | 13.9% | 9.7% |
| Financial Services | 4.5% | 11.4% |
| Industrials | 11.2% | 7.7% |
| Communication Services | 5.6% | 10.3% |
| Energy | – | 3.8% |
| Utilities | – | 2.0% |
| Real Estate | – | 1.8% |
| Basic Materials | – | 1.5% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.