MOAT - ETF AI Analysis
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VanEck Morningstar Wide Moat ETF (MOAT)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong short-term gains over the last one and three months, suggesting positive recent momentum.
Leading Growth Holdings
Top positions like Palo Alto Networks, Masco, Nvidia, Bristol-Myers Squibb, Kenvue, and Airbnb have delivered strong year-to-date performance, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across technology, health care, consumer sectors, financials, and industrials, which helps reduce the impact of weakness in any single industry.
Negative Factors
Mixed Performance Among Top Holdings
Several major holdings such as Veeva Systems, Danaher, and LPL Financial have shown weak year-to-date performance, which can drag on overall results.
High U.S. Market Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable, ongoing bite out of investor returns compared with cheaper index ETFs.
MOAT vs. SPDR S&P 500 ETF (SPY)
AUM11.38B
RegionNorth America
Expense Ratio0.46%
Beta0.86
IssuerVanEck
Inception DateApr 25, 2012
Dividend Yield1.34%
Asset ClassEquity
Index TrackedMorningstar Wide Moat Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume622,784
30 Day Avg. Volume814,940
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
125.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering55
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MOAT Summary
The VanEck Morningstar Wide Moat ETF (MOAT) is a fund that follows the Morningstar Wide Moat Focus Index, which picks U.S. companies that have strong, lasting advantages over their competitors. It holds a mix of businesses across many sectors, including well-known names like Nvidia and Airbnb. Someone might invest in MOAT to get diversified exposure to high-quality companies that are expected to grow and stay profitable over the long term. A key risk is that the fund is still a stock investment, so its value can rise and fall with the overall stock 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
MOAT is leaning into a mix of financials, health care, and select tech names, with all its bets placed on U.S. companies. Charles Schwab and LPL Financial have been rising lately, giving the fund a lift, while Bristol-Myers Squibb and Kenvue add steady, defensive ballast from the health care and consumer staples side. On the tech front, Nvidia and Broadcom are still key engines for long-term growth, but their more mixed recent performance means they’re no longer the only drivers of the story, keeping the fund balanced rather than overly tied to one hot theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Masco | 2.81% | $319.97M | $15.99B | 17.00% | 53 Neutral | |
| Charles Schwab | 2.70% | $307.34M | $177.34B | 5.06% | 74 Outperform | |
| LPL Financial | 2.64% | $300.66M | $26.29B | -13.51% | 66 Neutral | |
| Bristol-Myers Squibb | 2.60% | $295.39M | $126.79B | 28.20% | 78 Outperform | |
| Kenvue, Inc. | 2.57% | $291.87M | $37.02B | -15.59% | 73 Outperform | |
| Nvidia | 2.56% | $291.22M | $5.01T | 19.22% | 76 Outperform | |
| Broadcom | 2.52% | $287.04M | $1.82T | 31.61% | 76 Outperform | |
| Airbnb | 2.46% | $280.28M | $85.04B | -0.15% | 71 Outperform | |
| Veeva Systems | 2.44% | $277.53M | $30.25B | -35.87% | 66 Neutral | |
| Danaher | 2.44% | $277.41M | $134.62B | -6.80% | 75 Outperform |
MOAT Technical Analysis
Neutral
―
Price Trends
103.33
Positive
101.49
Positive
102.24
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MOAT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 105.36, equal to the 50-day MA of 103.33, and equal to the 200-day MA of 102.24, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for MOAT.
MOAT Peer Comparison
Comparison Results
Performance Comparison
MOAT
VanEck Morningstar Wide Moat ETF
106.25
8.53
8.73%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
―
―
―
QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
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.
DisclaimerThis 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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