ducovest

MOAT:ARCA-VanEck Vectors Morningstar Wide Moat

ETF | Large Blend | NYSE Arca

Last Closing

USD 48.24

Change

+0.36 (+0.75)%

Market Cap

USD 0.79B

Volume

0.20M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar? Wide Moat Focus IndexSM. The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Wide Moat Focus Index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

Company Website : www.marketvectorsetfs.com

Currency: USD

Country : USA

Inception Date: 24/04/2012

Primary Benchmark: Morningstar Wide Moat Focus TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.5%

Management Expense Ratio: 0.49 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-04-23 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

-1.46 (-0.59%)

 USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-2.98 (-0.59%)

 USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-2.94 (-0.58%)

 USD 449.07B
VOO Vanguard S&P 500 ETF 0.03 %

-2.79 (-0.60%)

 USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

-0.65 (-0.37%)

 USD 77.60B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

-0.67 (-0.61%)

 USD 53.20B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

-0.33 (-0.21%)

 USD 52.39B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.31 (-0.52%)

 USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-1.59 (-0.57%)

 USD 34.47B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-1.20 (-0.52%)

 USD 33.73B

ETFs Containing MOAT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.17% 46% F 65% D
Dividend Return N/A N/A N/A N/A F
Total Return 17.17% 38% F 62% D
Trailing 12 Months  
Capital Gain 14.91% 99% N/A 86% B+
Dividend Return 1.76% 54% F 30% F
Total Return 16.67% 99% N/A 84% B
Trailing 5 Years  
Capital Gain 60.96% 94% A 84% B
Dividend Return 8.79% 9% A- 29% F
Total Return 69.75% 83% B 83% B
Average Annual (5 Year Horizon)  
Capital Gain 10.33% 100% F 81% B-
Dividend Return 11.83% 98% N/A 80% B-
Total Return 1.49% 51% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 10.43% 21% F 65% D
Risk Adjusted Return 113.44% 71% C- 91% A-
Market Capitalization 0.79B 85% B 69% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.