MOAT - ETF AI Analysis
Top Page
VanEck Morningstar Wide Moat ETF (MOAT)
MOAT, the VanEck Morningstar Wide Moat ETF, is rated as a solid, quality-focused fund that benefits from strong, well-positioned companies like Microsoft, Nvidia, and Broadcom, all of which have robust financial performance and long-term growth drivers in areas such as cloud computing and AI. However, holdings like Estée Lauder and Tyler Technologies, which face profitability, valuation, and momentum challenges, slightly weigh on the fund’s overall appeal. The main risk factor is that several key holdings trade at high valuations, so the ETF’s success depends on these companies continuing to deliver strong growth to justify their premium pricing.
MOAT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 11.65B
- Region
- North America
- Expense Ratio
- 0.46%
- Beta
- 0.88
- Issuer
- VanEck
- Inception Date
- Apr 25, 2012
- Dividend Yield
- 1.27%
- Asset Class
- Equity
- Index Tracked
- Morningstar Wide Moat Focus Index
MOAT Summary
The VanEck Morningstar Wide Moat ETF (MOAT) invests in U.S. companies that Morningstar believes have strong, lasting competitive advantages, following the Morningstar Wide Moat Focus Index. It holds a mix of businesses across technology, consumer, health care, and industrial sectors, including well-known names like Microsoft and Meta Platforms. Someone might invest in MOAT to seek long-term growth from high-quality companies while still getting diversification in one fund. A key risk is that the ETF is heavily invested in the stock market and can go up or down significantly with overall market conditions.
How much will it cost me?
MOAT has an expense ratio of 0.46%, which means you’ll pay about $4.60 per year for every $1,000 invested. This cost is higher than the average low-cost index ETF because MOAT is actively managed based on Morningstar’s research into companies with strong competitive advantages.
What would affect this ETF?
MOAT could benefit if the U.S. economy remains healthy and consumer spending stays strong, supporting its large exposure to technology and consumer-focused companies with durable competitive advantages. On the downside, higher interest rates, tighter regulations on big tech and social media, or a broad U.S. market downturn could hurt its mostly U.S.-based holdings and reduce investor appetite for growth-oriented sectors.
MOAT Top 10 Holdings
MOAT leans heavily into U.S. wide‑moat names, with Big Tech setting the tone. Nvidia and Meta have been rising, giving the fund a strong growth engine powered by AI and digital advertising. Microsoft has been steady to positive, acting as a reliable anchor. On the other side, financial names like Broadridge and LPL Financial, along with Tractor Supply, have been lagging and quietly dragging on returns. Overall, the ETF is tilted toward technology and quality consumer names, with all its bets placed on U.S. market leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 DHR | Danaher | 2.85% | $332.42M | $164.68B | 7.92% | 75Outperform |
 TYL | Tyler Technologies | 2.73% | $318.88M | $14.78B | -29.33% | 66Neutral |
 EL | The Estée Lauder Companies | 2.78% | $323.90M | $39.61B | 10.68% | 56Neutral |
 MSFT | Microsoft | 2.81% | $328.20M | $3.94T | -2.04% | 79Outperform |
 BR | Broadridge Financial Solutions | 2.65% | $308.80M | $19.98B | -22.99% | 78Outperform |
 BF.B | Brown-Forman B | 2.57% | $299.98M | $12.86B | -1.67% | 74Outperform |
 KVUE | Kenvue, Inc. | 2.57% | $299.57M | $37.13B | 33.22% | 73Outperform |
 META | Meta Platforms | 2.48% | $289.29M | $1.57T | -18.49% | 76Outperform |
 GEHC | GE Healthcare Technologies Inc | 2.55% | $297.95M | $34.25B | -4.51% | 78Outperform |
 OTIS | Otis Worldwide | 2.53% | $294.67M | $27.74B | -20.19% | 67Neutral |
MOAT Technical Analysis
Price Trends
Market Momentum
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 110.92 is above the 20-day moving average (MA) of 109.78, above the 50-day MA of 110.27, and above the 200-day MA of 105.22, indicating a bullish trend. The MACD of 0.77 indicates Negative momentum. The RSI at 54.26 is Neutral, neither overbought nor oversold. The STOCH value of 51.32 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| MOAT | $110.92 | $120.00(8.19% Upside) | $11.65B | 0.46% | 71Outperform |
 VTI | $379.17 | $466.02(22.91% Upside) | $700.54B | 0.03% | 73Outperform |
 VIG | $245.96 | $281.53(14.46% Upside) | $114.43B | 0.04% | 73Outperform |
 ITOT | $168.37 | $204.73(21.60% Upside) | $97.07B | 0.03% | 73Outperform |
 DFAC | $45.34 | $54.54(20.28% Upside) | $49.57B | 0.17% | 72Outperform |
 QUAL | $223.11 | $265.86(19.16% Upside) | $48.21B | 0.15% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MOAT | VanEck Morningstar Wide Moat ETF | 110.92 | 11.20 | 11.23% | |
| VTI | Vanguard Total Stock Market ETF | 379.17 | 48.86 | 14.79% | |
| VIG | Vanguard Dividend Appreciation ETF | 245.96 | 31.62 | 14.75% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 168.37 | 21.60 | 14.71% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 45.34 | 6.82 | 17.69% | |
| QUAL | iShares MSCI USA Quality Factor ETF | 223.11 | 28.20 | 14.47% |
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.