MOAT:BATS-VanEck Morningstar Wide Moat ETF (USD)

ETF | Large Blend |

Last Closing

USD 93.7

Change

-0.59 (-0.63)%

Market Cap

N/A

Volume

0.59M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
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USMV iShares MSCI USA Min Vol Facto..

-0.44 (-0.49%)

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TILT FlexShares Morningstar US Mark..

-2.51 (-1.13%)

USD 1.73B
DUSA Davis Select US Equity

-0.67 (-1.55%)

USD 0.60B
ESG FlexShares STOXX US ESG Select..

-1.51 (-1.07%)

USD 0.16B
EQLT iShares MSCI Emerging Markets ..

-0.11 (-0.46%)

N/A
NOBL ProShares S&P 500 Dividend Ari..

-0.62 (-0.61%)

N/A

ETFs Containing MOAT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.40% 29% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.40% 29% F 48% F
Trailing 12 Months  
Capital Gain 10.40% 29% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.40% 29% F 48% F
Trailing 5 Years  
Capital Gain 69.50% 57% F 86% B+
Dividend Return 5.91% 14% F 13% F
Total Return 75.41% 57% F 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.26% 57% F 90% A-
Dividend Return 16.47% 71% C- 91% A-
Total Return 1.21% 57% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 18.54% 71% C- 23% F
Risk Adjusted Return 88.84% 86% B+ 85% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike