QUAL vs MOAT

Both MOAT and QUAL are ETFs. MOAT has a higher 5-year return than QUAL (12.65% vs 11.08%). MOAT has a higher expense ratio than QUAL (0.46% vs 0.15%). Below is the comparison between MOAT and QUAL.

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MOAT QUAL
Security Type ETF ETF
Category Large Blend Large Blend
Family VanEck BlackRock
Net Assets N/A N/A
Expense Ratio 0.46% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.37% 1.67%
Underlying Index Morningstar Wide Moat Focus Index MSCI USA Sector Neutral Quality Index
YTD Return -16.10% -21.84%
1-Year Return -15.50% -19.02%
3-Year Return 8.59% 7.67%
5-Year Return 12.65% 11.08%
10-Year Return 12.98% 0.00%

MOAT

MOAT description

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MOAT performance & returns

YTD Return -16.10%
1-Month Return 5.12%
3-Month Return -5.48%
1-Year Return -15.50%
3-Year Return 8.59%
5-Year Return 12.65%
10-Year Return 12.98%
MOAT expense ratio is 0.46%.

MOAT holdings

Top 10 Holdings (26.29% of Total Assets)

Name Symbol % Assets
ServiceNow Inc NOW 2.81%
Facebook Inc A FB 2.68%
Microsoft Corp MSFT 2.67%
Alphabet Inc A GOOGL 2.64%
Cheniere Energy Inc LNG 2.62%
Salesforce.com Inc CRM 2.60%
Tyler Technologies Inc TYL 2.58%
Amazon.com Inc AMZN 2.58%
Guidewire Software Inc GWRE 2.57%
Philip Morris International Inc PM 2.54%

MOAT pros

The following are MOAT strengths from our perspective:

  • MOAT 5-year return is 12.65%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • MOAT 10-year return is 12.98%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

MOAT cons

The following are MOAT weaknesses from our perspective:

  • MOAT net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • MOAT 3-year return is 8.59%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.

Other relevant MOAT comparisons

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Or use Finny's Comparison Tool to create a comparison you'd like to see.

QUAL

QUAL description

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QUAL performance & returns

YTD Return -21.84%
1-Month Return 5.32%
3-Month Return -3.85%
1-Year Return -19.02%
3-Year Return 7.67%
5-Year Return 11.08%
10-Year Return 0.00%
QUAL expense ratio is 0.15%.

QUAL holdings

Top 10 Holdings (32.17% of Total Assets)

Name Symbol % Assets
S&P Global Inc SPGI 4.15%
Johnson & Johnson JNJ 4.05%
Apple Inc AAPL 3.71%
Eli Lilly and Co LLY 3.43%
Microsoft Corp MSFT 3.39%
Nike Inc Class B NKE 3.08%
Meta Platforms Inc Class A META 2.88%
NVIDIA Corp NVDA 2.76%
Mastercard Inc Class A MA 2.36%
Alphabet Inc Class A GOOGL 2.36%

QUAL pros

The following are QUAL strengths from our perspective:

  • QUAL 5-year return is 11.08%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • QUAL expense ratio is 0.15%, which is considered low. Nice job picking a low-cost fund.

QUAL cons

The following are QUAL weaknesses from our perspective:

  • QUAL net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • QUAL 3-year return is 7.67%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.

Other relevant QUAL comparisons

You may also want to check out the following QUAL comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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