salesforce.com

Gilead Sciences

Bristol-Myers

Autodesk

TransUnion

Emerson Electric

Bio-Rad Laboratories

U.S. Bancorp

MarketAxess Holdings

Kenvue Inc

VanEck Morningstar Wide Moat ETF

MOAT tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.

The major S&P 500 ETFs dominate the ETF market, with about $1.73 trillion in assets under management or around 30% of all ETF allocation. Market capitalization-weighted strategies have become popular, potentially leading to artificially strong performance and potential market dislocation. The VanEck MOAT ETF offers a different approach, focusing on large-cap stocks with competitive advantages and attractive valuations.

MOAT: Forget The S&P 500, Look To Smart Equity Allocation

MOAT invests in undervalued companies with sustainable competitive advantages. The strategy seems to be working, although turnover is very high. An overview of the fund follows.

Invest In Cheap, Wide-Moat U.S. Equities With MOAT

Vaneck CLO ETF

VanEck Preferred Securities ex Financials ETF

As of November 22, the S&P 500 and Bloomberg U.S. Aggregate Bond Index are higher by 20.3% and 1.2%, respectively, year to date. So by most accounts, being long traditional assets has been effective in 2023.

Time to Start Examining Best Buys for 2024

Vaneck Morningstar SMID Moat ETF

By Coulter Regal, CFA, Product Manager Despite a rough October for equities, there is optimism heading into yearend. In particular, moat stocks have a history of rebounding, so this may be an opportune time to invest in them.

Stage Set for Moat Stocks Rebound?

The VanEck Morningstar Wide Moat ETF is an actively managed fund that seeks out companies with competitive advantages and cheap valuations. The ETF has outperformed the S&P 500 but not the NASDAQ. The portfolio does not include Apple, Meta, and Nvidia, raising questions about their moats and valuation.

MOAT: A Strategy That Generates Alpha

The last few months have been rough on equity investors. Bonds haven't offered much refuge.

Some Excellent Stocks Reside in MOAT ETF

The VanEck Morningstar Wide Moat ETF (MOAT) has a very impressive historical track record. MOAT charges a reasonable fee compared to other active products. MOAT is significantly underweight big tech.

MOAT: History May Not Repeat Itself

On this episode of the “ETF of the Week” podcast, Tom Lydon discussed the VanEck Morningstar Wide Moat ETF (MOAT) with Chuck Jaffe of “Money Life.” The pair discussed several different topics regarding the fund to give investors insight into it.

VIDEO: ETF of the Week: VanEck Morningstar Wide Moat ETF (MOAT)

VettaFi's vice chairman Tom Lydon discussed the ETF of the Week: VanEck Morningstar Wide Moat ETF (MOAT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit VettaFi | ETF Trends.

ETF of the Week: VanEck Morningstar Wide Moat ETF (MOAT)

By Brandon Rakszawski, Director of Product Management See which index constituents have been added/removed, reasons for removal, potential upcoming constituent additions, and the current weightings of index holdings. The Morningstar® Wide Moat Focus IndexSM (the “Moat Index”) underwent its quarterly review on September 15, 2023 in which it systematically targets attractively priced, high quality U.S. companies.

MOAT ETF Quarterly Reconstitution 3Q2023

Apple

Bank of America

Coca-Cola

Lennar

Occidental Petroleum

T-Mobile US

At 93, Warren Buffett is now worth $116.2 billion. That's because he's been very careful with what he invests in.

The 7 Best Warren Buffett Stocks to Buy Now: October 2023

Vanguard Information Technology ETF

Morningstar gives 5-star ratings to the VanEck Morningstar Wide Moat ETF and the Vanguard Information Technology Index Fund ETF. Both ETFs have consistently outperformed the S&P 500 over various time frames.

2 ETFs That Are Mighty Market Beaters: MOAT And VGT

By Coulter Regal, CFA, Associate Product Manager The “Magnificent Seven*” mega-cap stocks have driven over 70% of the S&P 500's YTD returns. Despite being underweight these stocks, Morningstar's Moat Index has outperformed the S&P 500 YTD.

Moat Investing Rises Above Magnificent Seven Dominance

With less than three months left in 2023, it's fair to say that the “magnificent seven” cadre of stocks have captivated investors this year and with good reason.

Interesting Way to Beat Magnificent Seven

MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or “economic moats.

Decade of Dominance: The ETF that Quietly Beats the S&P 500

Schwab US Dividend Equity ETF

Schwab U.S. Large-Cap Growth ETF

The Schwab US Dividend Equity (SCHD) ETF is one of the most popular funds in the market, thanks to its high yield and a strong track record of dividend growth. Over the years, it has grown and attracted over $47 billion in assets.

Dear SCHD investors, avoid SCHG and buy MOAT ETF instead

ASML Hld

British American Tobacco

Pacer US Cash Cows 100 ETF

KFA Mount Lucas Index Strategy ETF

Invesco Russell 1000 Dynamic Multifactor ETF

Invesco S&P 500 GARP ETF

Cambria Shareholder Yield ETF

TC Energy

VictoryShares Free Cash Flow ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

My family has been rocked by an unrelenting string of medical and life crises. Fortunately, my family's charity hedge fund is saving us from bankruptcy and despair. I've updated my family's ZEUS Income Growth fund plan to include my best ideas right now. In other words, if I had $2.5 million in cash, this is what I'd buy. This portfolio yields 4.2%, has 13.7% long-term return potential, better than the Nasdaq, and analysts expect it to potentially quadruple over the next decade.

How I'd Invest $2.5 Million Right Now

Investing strategies need to evolve due to challenging market conditions. VanEck Morningstar Wide Moat ETF consistently outperforms the S&P 500. The fund's diversified holdings and lower risk make it a strong investment option.

MOAT: A Good Fund For Growth Investors In The Current Market Environment

VanEck Morningstar Wide Moat ETF is a high-quality, market-beating ETF that has outperformed various benchmarks. MOAT focuses on wide-moat companies within Morningstar's research universe, aiming for relative outperformance. The fund follows a value-investing philosophy, buying undervalued wide-moat companies and avoiding overpriced stocks.

MOAT: Gateway To Strong Companies With Lasting Competitive Advantages

Fidelity Blue Chip Growth ETF

The biggest growth companies continue to increase their concentration in major equity indexes this year. It's not surprising that investors are starting to rethink their exposure to large-caps, given concentration risk and ongoing market uncertainty.

Looking to Large-Caps: Where Do We Grow From Here?

While index ETFs are considered passive, they are not static. It pays to understand when a group of stocks are added or removed as part of a smart beta index ETF reconstitution.

Even Moats Need Reinforcements

Goldman Sachs Future Health Care Equity ETF

Harbor Long-Term Growers ETF

VettaFi's Equity Symposium is just over a week away and will provide advisors with free access to some of the most important thought leaders in the investment space.

Equity Symposium Set to Cast a Wide Net

By Brandon Rakszawski, Director of Product Management The strength of Morningstar's moat indexes lies in its forward-looking approach to selecting quality companies, as shown by its history of outperforming the S&P 500 over long holding periods. August was a volatile month for U.S. equity markets.

Charting the Moat Index's Long-Term Track Record

VanEck Morningstar Wide Moat ETF has provided similar risk to the S&P 500 but higher returns over the past 10 years. The fund focuses on companies with strong competitive advantages that they believe will outperform its peers over the next 20+ years. The MOAT ETF only holds one of the "Magnificent Seven" stocks, which should not scare investors, but rather excite them as a new way to add diversification and alpha.

MOAT: Same Risk, But More Reward Than S&P 500

Avantis U.S. Small Cap Value ETF

Blackrock Large Cap Value Etf

Capital Group Growth ETF

WisdomTree Japan Hedged Equity Fund

Franklin FTSE Japan ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

JPMorgan Active Small Cap Value ETF

American Century U.S. Quality Growth ETF

iShares MSCI USA Quality Factor ETF

Astoria US Quality Kings Etf

T Rowe Price Blue Chip Growth ETF

Vanguard FTSE Developed Markets ETF

After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.

News for VanEck Morningstar Wide Moat ETF ETF (MOAT)