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MOAT - AI Analysis
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VanEck Morningstar Wide Moat ETF (MOAT)
Rating:71Outperform
Price Target:
$112.00
Positive Factors
Strong Top Holdings
Several top holdings, such as Applied Materials and Huntington Ingalls, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Health Care, Technology, and Industrials, reducing reliance on any single industry.
Healthy Asset Growth
The fund has significant assets under management, indicating strong investor confidence and stability.
Negative Factors
High U.S. Concentration
The ETF is almost entirely focused on U.S. companies, limiting exposure to international markets and diversification.
Mixed Holding Performance
Some key holdings, such as West Pharmaceutical Services and Merck, have underperformed year-to-date, potentially dragging on overall returns.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could slightly reduce net returns for long-term investors.
MOAT vs. SPDR S&P 500 ETF (SPY)
AUM12.96B
RegionNorth America
Expense Ratio0.47%
Beta0.90
IssuerVanEck
Inception DateApr 25, 2012
Dividend Yield1.24%
Asset ClassEquity
Index TrackedMorningstar Wide Moat Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume910,125
30 Day Avg. Volume710,445
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
116.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
MOAT Summary
The VanEck Morningstar Wide Moat ETF (MOAT) is an investment fund that focuses on U.S. companies with strong competitive advantages, often referred to as 'economic moats.' It tracks the Morningstar Wide Moat Focus Index, which selects companies that are leaders in their industries and are undervalued compared to their true worth. Some well-known companies in the fund include Applied Materials and The Estée Lauder Companies. Investors might consider MOAT for diversification and exposure to high-quality, resilient businesses. However, since it primarily invests in U.S. stocks, its performance can go up and down with the overall market.
How much will it cost me?The VanEck Morningstar Wide Moat ETF (MOAT) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on companies with strong competitive advantages identified through detailed research.
What would affect this ETF?The VanEck Morningstar Wide Moat ETF (MOAT) could benefit from continued innovation and growth in its top sectors like Health Care and Technology, as well as strong performance from its leading holdings such as Applied Materials and Thermo Fisher. However, it may face challenges from rising interest rates, which could impact growth-oriented companies, or economic slowdowns that affect consumer spending and industrial activity. Regulatory changes in the U.S., where the ETF is focused, could also influence its performance.
MOAT Top 10 Holdings
The VanEck Morningstar Wide Moat ETF is leaning heavily into health care and technology, with names like Thermo Fisher and Agilent driving steady gains thanks to strong operational execution and strategic growth initiatives. Applied Materials adds a boost from the tech sector, riding positive momentum despite mixed signals in global markets. On the flip side, West Pharmaceutical Services and Merck are holding the fund back, with valuation concerns and competitive pressures weighing on performance. With its U.S.-focused portfolio, the ETF is concentrated in resilient, moat-worthy companies, though some laggards are tempering its overall trajectory.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Applied Materials | 3.29% | $426.83M | $181.35B | 19.73% | 77 Outperform | |
| The Estée Lauder Companies | 3.04% | $393.84M | $35.54B | 11.28% | 53 Neutral | |
| Thermo Fisher | 2.99% | $387.87M | $210.57B | 1.80% | 73 Outperform | |
| Huntington Ingalls | 2.87% | $372.15M | $11.74B | 17.88% | 79 Outperform | |
| Agilent | 2.83% | $366.45M | $41.35B | 11.14% | 79 Outperform | |
| West Pharmaceutical Services | 2.83% | $366.36M | $20.40B | -10.97% | 76 Outperform | |
| Danaher | 2.63% | $340.33M | $153.21B | -10.63% | 75 Outperform | |
| Merck & Company | 2.54% | $329.78M | $217.38B | -16.10% | 76 Outperform | |
| Zimmer Biomet Holdings | 2.47% | $320.68M | $20.04B | -2.64% | 75 Outperform | |
| GE Healthcare Technologies Inc | 2.42% | $314.24M | $36.25B | -6.88% | 75 Outperform |
MOAT Technical Analysis
Positive
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Price Trends
99.35
Positive
97.44
Positive
93.38
Positive
Market Momentum
0.86
Negative
53.96
Neutral
64.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MOAT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 100.90, equal to the 50-day MA of 99.35, and equal to the 200-day MA of 93.38, indicating a bullish trend. The MACD of 0.86 indicates Negative momentum. The RSI at 53.96 is Neutral, neither overbought nor oversold. The STOCH value of 64.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MOAT.
MOAT Peer Comparison
Comparison Results
Performance Comparison
MOAT
VanEck Morningstar Wide Moat ETF
101.26
6.95
7.37%
VTI
Vanguard Total Stock Market ETF
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VIG
Vanguard Dividend Appreciation ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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QUAL
iShares MSCI USA Quality Factor ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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