VanEck Morningstar Wide Moat ETF (MOAT)
| Assets | $15.73B |
| Expense Ratio | 0.46% |
| PE Ratio | 30.35 |
| Shares Out | 165.45M |
| Dividend (ttm) | $0.73 |
| Dividend Yield | 0.76% |
| Ex-Dividend Date | Dec 18, 2023 |
| Payout Ratio | 23.19% |
| 1-Year Return | +23.14% |
| Volume | 570,637 |
| Open | 95.01 |
| Previous Close | 94.93 |
| Day's Range | 94.59 - 95.35 |
| 52-Week Low | 77.74 |
| 52-Week High | 98.27 |
| Beta | 1.02 |
| Holdings | 56 |
| Inception Date | Apr 25, 2012 |
About MOAT
Fund Home PageThe VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage. MOAT was launched on Apr 25, 2012 and is issued by VanEck.
Top 10 Holdings
28.78% of assets| Name | Symbol | Weight |
|---|---|---|
| Salesforce, Inc. | CRM | 3.11% |
| Bristol-Myers Squibb Company | BMY | 3.04% |
| Autodesk, Inc. | ADSK | 2.98% |
| Emerson Electric Co. | EMR | 2.92% |
| Gilead Sciences, Inc. | GILD | 2.87% |
| U.S. Bancorp | USB | 2.83% |
| The Walt Disney Company | DIS | 2.82% |
| MarketAxess Holdings Inc. | MKTX | 2.79% |
| Kenvue Inc. | KVUE | 2.74% |
| Altria Group, Inc. | MO | 2.68% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 18, 2023 | $0.729 | Dec 22, 2023 |
| Dec 19, 2022 | $0.812 | Dec 23, 2022 |
| Dec 20, 2021 | $0.823 | Dec 27, 2021 |
| Dec 21, 2020 | $0.902 | Dec 28, 2020 |
| Dec 23, 2019 | $0.717 | Dec 30, 2019 |
| Dec 20, 2018 | $0.738 | Dec 27, 2018 |
News
MOAT: Morningstar's Wide Moat ETF Takes Investors On A Bumpy Ride
MOAT tracks a basket of 40-50 wide moat stocks based on Morningstar analysts' opinions on their fair values. It's a hugely popular fund with $15.67 billion in assets under management. Annual portfolio...
Some Magnificent Stocks Reside in MOAT
Investors looking for some stocks with high-quality attributes and the potential to wear the “top notch” label would do well to embrace wide moat investing. That's the first step.
VIDEO: ETF of the Week: SMOT
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) with Chuck Jaffe of Money Life. The pair discussed se...
MOAT: A Sound Investment Strategy With Good Performance Expected In The Near Term
VanEck Morningstar Wide Moat ETF constructs its portfolio by including wide moat stocks with attractive valuations. The fund has lower exposure to technology stocks, and this may dampen its growth pro...
This ETF Could Appeal to Long-Term Value Investors
With the help of the Federal Reserve's recently unveiled interest rate cut of 50 bps, it's possible growth stocks will reenter the spotlight. Some market observers might argue they never left.
Disruptive Theme of the Week: Intangible Assets
There is a strong argument to be made that modern accounting standards have failed to keep up with the shift from only including physical assets like property, plants, and equipment on the balance she...
Stealthy Strength In MOAT, A Solid Diversifier Versus The SPX
Invesco S&P 500 Equal Weight ETF hit an all-time high, along with VanEck Morningstar Wide Moat ETF. MOAT focuses on US companies with sustainable competitive advantages, strong momentum, and low conce...
ETFs of the week: Wide Moat (MOAT) and Cash Cows (COWZ)
Exchange Traded Funds (ETFs) continued seeing strong inflows this year, with S&P 500 funds like those by Blackrock and Vanguard seeing strong flows. Blackrock's IVV added over $5 billion in funds whil...
Dear SCHD ETF fanboys, buy COWZ and MOAT too
The Schwab US Dividend Equity (SCHD) ETF has done well this year as it jumped to its highest level on record. It has jumped by just 2.15%, underperforming the popular SPDR S&P 500 (SPY) and the Invesc...
MOAT: Possible S&P 500 Alternative
I delve deeper into the VanEck Morningstar Wide Moat ETF (MOAT ETF) and its underlying index. I present comparisons of key fund metrics to explain why MOAT ETF is a potential alternative to ETFs track...
I Love MOAT's Index, But Not The ETF
Morningstar has developed an Economic Moat Rating to determine a company's competitive advantage based on four measures. The Wide Moat Focus Index, based on Morningstar's rating, has outperformed the ...
MOAT: Downgrade On Valuations
If there are two stocks in the market right now that are feeling the pain of an inverted yield curve (in my opinion), they are Charles Schwab and the regional bank ETF (KRE).
Dream ETF portfolio: MOAT, IBIT, SCHD, COWZ and QQQ
Exchange-Traded Funds (ETFs) are some of the best assets to invest in, especially for long-term investors. These funds offer diversification, often at a low cost.
MOAT: Invest In Sustainable Competitive Advantages
MOAT is a strategy that attempts to identify companies with strong long-term competitive advantages. MOAT uses the Morningstar Wide Moat Index as the basis for this identification. I believe that MOAT...
MOAT: A Great Core Equity ETF, But I Won't Buy It Now
VanEck Morningstar Wide Moat ETF (MOAT) focuses on companies with sustainable competitive advantages and has seen strong performance. MOAT is one of my "go-to" core equity ETFs, but it is too pricey n...
MOAT: Forget The S&P 500, Look To Smart Equity Allocation
The major S&P 500 ETFs dominate the ETF market, with about $1.73 trillion in assets under management or around 30% of all ETF allocation. Market capitalization-weighted strategies have become popular,...
Invest In Cheap, Wide-Moat U.S. Equities With MOAT
MOAT invests in undervalued companies with sustainable competitive advantages. The strategy seems to be working, although turnover is very high. An overview of the fund follows.
MOAT: A Strategy That Generates Alpha
The VanEck Morningstar Wide Moat ETF is an actively managed fund that seeks out companies with competitive advantages and cheap valuations. The ETF has outperformed the S&P 500 but not the NASDAQ. The...
MOAT: History May Not Repeat Itself
The VanEck Morningstar Wide Moat ETF (MOAT) has a very impressive historical track record. MOAT charges a reasonable fee compared to other active products. MOAT is significantly underweight big tech.