At a glance
Side-by-side comparison
| Metric |
MOAT
VanEck Morningstar Wide Moat ETF
|
IVV
iShares S&P 500 ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
VanEck
|
iShares
|
| Tracks index |
Morningstar Wide Moat Focus Index
|
S&P 500 Index
|
| Categories |
US, Factor, Quality, Value
|
US, Large-Cap, Market-Cap
|
| Listed since |
2015 (11 yrs)
|
2007 (19 yrs)
|
| Fund size (AUM) |
$877m
|
$14.3bn
|
| Cost & income | ||
| Management fee |
0.49%
|
0.04%
|
| Dividend yield |
9.91%
|
1.05%
|
| Franking |
0%
|
0%
|
| Turnover |
40%
|
3%
|
| Tax drag | 4.13% | 0.41% |
| Returns |
Tax bracket
|
|
| 1-year return |
3.3%
net
|
9.4%
net
|
| 3-year return |
8.5%
net
|
17.4%
net
|
| 5-year return |
9.4%
net
|
13.6%
net
|
| 10-year return |
14.3%
net
|
15.7%
net
|
| Risk | ||
| Volatility (3y) |
12.1%
|
11.4%
|
| Volatility (5y) |
12.7%
|
12.5%
|
| Volatility (10y) |
12.9%
|
12%
|
| Sharpe ratio (3y) |
0.4
|
1.11
|
| Sharpe ratio (5y) |
0.52
|
0.84
|
| Sharpe ratio (10y) |
0.94
|
1.1
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-12% returns over 10 years (13th of 108 ETFs we track).
- High 9.91% income yield — good for investors who want regular cash flow.
- Pricier than similar ETFs, which average around 0.38%.
- Top-5% returns over 10 years (5th of 108 ETFs we track).
- Low-cost: a 0.04% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: VTS.
Frequently Asked Questions
MOAT and IVV are 2 Australian-listed ETFs we compare side by side. IVV carries the lower management fee (0.04%). Over 10 years, IVV has delivered the higher total return (15.7% a year). The table above breaks down fees, returns, income and risk for each.
IVV has the lower management fee at 0.04% a year, versus MOAT 0.49%.
Over the past 10 years, IVV has delivered the higher total return at 15.7% a year. Past performance is not a reliable indicator of future returns.
MOAT pays the higher at 9.91%. Remember distributions are taxed each year at your marginal rate.
IVV is the larger fund by assets ($14.3bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.