ducovest

MOAT:ARCA-VanEck Vectors Morningstar Wide Moat (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 91.85

Change

0.00 (0.00)%

Market Cap

USD 0.79B

Volume

0.90M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar? Wide Moat Focus IndexSM. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Wide Moat Focus Index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

Company Website : www.marketvectorsetfs.com

Currency: USD

Country : USA

Inception Date: 24/04/2012

Primary Benchmark: Morningstar Wide Moat Focus TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.5%

Management Expense Ratio: 0.49 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
BHC Bausch Health Companies Inc 2.76 %
FRSX Foresight Autonomous Holdings Ltd ADR 2.64 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-01 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
QUAL iShares MSCI USA Quality Facto.. 0.15 %

N/A

 USD 51.78B
USMV iShares MSCI USA Min Vol Facto.. 0.15 %

N/A

 USD 23.67B
TILT FlexShares Morningstar US Mark.. 0.25 %

N/A

 USD 1.78B
DUSA Davis Select US Equity 0.63 %

N/A

 USD 0.68B
ESG FlexShares STOXX US ESG Select.. 0.42 %

N/A

 USD 0.14B
NOBL ProShares S&P 500 Dividend Ari.. 0.35 %

N/A

 N/A
EQLT iShares MSCI Emerging Markets .. 0.75 %

N/A

 N/A

ETFs Containing MOAT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.95% 13% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.95% 13% F 14% F
Trailing 12 Months  
Capital Gain 5.47% 14% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.47% 14% F 29% F
Trailing 5 Years  
Capital Gain 76.26% 43% F 81% B-
Dividend Return 6.27% 14% F 15% F
Total Return 82.53% 43% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.94% 43% F 90% A-
Dividend Return 16.07% 43% F 90% A-
Total Return 1.13% 29% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 18.56% 71% C- 22% F
Risk Adjusted Return 86.60% 71% C- 78% C+
Market Capitalization 0.79B 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:

There is nothing we particularly like

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.