The best Wide Moat ETFs
How to invest in wide moat stocks using ETFs
How do I invest in ETFs that focus on Wide Moat stocks?
Some companies have managed to establish a strategic advantage over their competitors. Metaphorically, this is referred to as a moat, reflecting the strongly fortified (market) position of these companies. Such competitive advantages may be due to the distinctive character of a brand or to a research and development advantage based on patents. A moat can also result from territorial distribution or production rights that a company can claim. Another possibility is a strong position through the widespread use of the company's products among customers, making it difficult for the latter to switch to other providers. Furthermore, some companies are able to produce their goods much cheaper than their competitors.In order to evaluate such competitive advantages, analysts need to thoroughly examine the business, the competitive situation and the strategic approach of companies. The results may then be used to create an index that can be tracked with ETFs.
In this investment guide, you will find all ETFs that focus on companies with a wide moat.
Morningstar US Sustainable Moat Focus performance
Wide moat ETFs in comparison
When choosing a wide moat ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all wide moat ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.
Compare all wide moat ETFs in detail
Compare all wide moat ETFs in a chart
Provider ISIN | Fund size in m EUR | TER in % | Use of profits | Fund domicile | Replication method | |
---|---|---|---|---|---|---|
VanEck Morningstar US Sustainable Wide Moat UCITS ETFIE00BQQP9H09 | 464 | 0.49% p.a. | Accumulating | Ireland | Full replication | |
VanEck Morningstar Global Wide Moat UCITS ETFIE00BL0BMZ89 | 69 | 0.52% p.a. | Accumulating | Ireland | Full replication | |
VanEck Morningstar US Wide Moat UCITS ETF AIE0007I99HX7 | 48 | 0.46% p.a. | Accumulating | Ireland | Full replication | |
Frankfurter UCITS ETF Modern ValueLU2439874319 | 39 | 0.52% p.a. | Distributing | Luxembourg | Full replication | |
L&G Global Brands UCITS ETF USD AccIE0007HKA9K1 | 30 | 0.39% p.a. | Accumulating | Ireland | Full replication | |
VanEck Morningstar US SMID Moat UCITS ETF AIE000SBU19F7 | 10 | 0.49% p.a. | Accumulating | Ireland | Full replication |
Source: justETF.com; As of 17.11.24
Return comparison of all wide moat ETFs
The table shows the returns of all wide moat ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.
ETF | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
---|---|---|---|---|---|---|
L&G Global Brands UCITS ETF USD Acc | 1.41% | 4.27% | 13.16% | 35.82% | - | |
VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 0.94% | 2.71% | 9.15% | 26.51% | 16.24% | |
VanEck Morningstar Global Wide Moat UCITS ETF | -2.23% | 1.99% | 8.19% | 24.60% | 16.20% | |
Frankfurter UCITS ETF Modern Value | -2.48% | 1.69% | 4.61% | 16.25% | - | |
VanEck Morningstar US SMID Moat UCITS ETF A | 2.34% | 2.24% | 7.70% | - | - | |
VanEck Morningstar US Wide Moat UCITS ETF A | 0.00% | 2.70% | 8.56% | - | - |
ETF | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
---|---|---|---|---|---|---|
L&G Global Brands UCITS ETF USD Acc | 25.10% | - | - | - | - | |
VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 12.74% | 13.85% | -13.75% | 35.39% | 4.47% | |
VanEck Morningstar Global Wide Moat UCITS ETF | 12.24% | 7.07% | -5.89% | 24.01% | - | |
Frankfurter UCITS ETF Modern Value | 6.58% | 29.64% | - | - | - | |
VanEck Morningstar US SMID Moat UCITS ETF A | - | - | - | - | - | |
VanEck Morningstar US Wide Moat UCITS ETF A | - | - | - | - | - |
Source: justETF.com; As of 31.10.24; Calculations in EUR including dividends