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MOATVanEck Morningstar Wide Moat ETF

Grow my money14y track recordRanked #354 of 3,055 in this goal

Tracks the Morningstar Wide Moat Focus Index.

By VanEck · Launched 2012

Annual Cost

0.46%

#2,438 of 6,040 · average

Fund Size

$12.4B

#243 of 6,040 · large

Return (1Y)

+12.2%

Track Record

14 years

#1,001 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,061+10.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Quality

Focus

ESG

Index tracked

Morningstar Wide Moat Focus Index

Holdings

By weight

Concentration

Top 10 holdings = 26.8% of funddiversified

Bristol-Myers Squibb Co
2.9%
Mondelez International Inc
2.7%
Constellation Brands Inc
2.7%
Kenvue Inc
2.7%
Airbnb Inc
2.6%
Zoetis Inc
2.6%
Brown-Forman Corp
2.6%
Zimmer Biomet Holdings Inc
2.6%
Fortinet Inc
2.6%
Clorox Co/The
2.6%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
30.2%
Healthcare
19.1%
Consumer Defensive
17.1%
Consumer Cyclical
11.5%
Financial Services
10.3%
Industrials
8.8%
Communication
2.3%
Real Estate
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.2%Moderate

Year-on-year price swings

Max drawdown
-33.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.57Decent risk-adjusted returns
Sortino (3Y)
0.83Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the Morningstar Wide Moat Focus Index.
Strategy
Invests primarily in U.S. securities that comprise the Morningstar Wide Moat Focus Index, targeting companies with sustainable competitive advantages. Focuses on medium-capitalization companies and sectors like information technology, industrials, health care, and consumer staples.
Inception date
April 24, 2012
Fund family
VanEck

Next steps

Save MOAT to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18