MOAT ETF Analysis: Morningstar Wide Moat | BATS

Large Blend | BATS, USA | Market Cap: 11.379m USD | 12M Return: 8.7% | Charts, Fundamentals & Technical Analysis

Software, Pharmaceuticals, Consumer Brands, Financials
Total Rating 44
Safety 59
Buy Signal 0.03
Large Blend
Category Rotation: -1.2
TER: 0.47%
AUM: 11.4B
Avg Turnover: 68.3M
Risk 3d forecast
Volatility13.8%
VaR 5th Pctl2.52%
VaR vs Median1.52%
Reward TTM
Sharpe Ratio0.35
Rel. Str. IBD40.8
Rel. Str. Peer Group10
Character TTM
Beta0.785
Beta Downside0.779
Hurst Exponent0.568
Drawdowns 3y
Max DD21.44%
CAGR/Max DD0.46
CAGR/Mean DD2.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.2% 2
Feb -0.5% 2
Mar -1.9% 12
Apr +0.6% 22
May -0.3% 24
Jun +0.2% 0
Jul +0.8% 45
Aug -0.4% 8
Sep -0.9% 37
Oct -1.0% 6
Nov +2.9% 34
Dec -0.1% 18

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MOAT Morningstar Wide Moat

The VanEck Morningstar Wide Moat ETF (MOAT) is a passively managed fund that invests at least 80% of its assets in a benchmark index of companies Morningstar identifies as having sustainable competitive advantages (wide moats). The index is constructed using a proprietary methodology that evaluates both quantitative and qualitative factors. The fund is structured as non-diversified and launched in April 2012, focusing on large-cap U.S. equities.

MOAT tracks Morningstars economic moat rating framework, which was inspired by Warren Buffetts concept of businesses with durable competitive advantages that protect long-term profitability. Companies included in the index typically operate in sectors such as consumer staples, healthcare, technology, and industrials, where brand strength, network effects, cost advantages, or intangible assets (like patents) can sustain excess returns over time.

Headlines to Watch Out For
  • Morningstar index rebalance adds wide moat-rated quality names
  • Rising rates pressure high-quality moat stock multiples
  • Sector concentration in tech and healthcare drives volatility
What is the price of MOAT shares?

As of July 28, 2026, the stock is trading at USD 106.25 with a total of 480,330 shares traded. Over the past week, the price has changed by +0.10%, over one month by +2.45%, over three months by +5.27% and over the past year by +8.73%.

Current recommended Stop Loss: 102.90 (which is 3.2% or 2.5 ATR below the current price).

Is MOAT a buy, sell or hold?

Morningstar Wide Moat has no consensus analysts rating.