The best Wide Moat ETFs

How to invest in wide moat stocks using ETFs

0,46% p.a. - 0,52% p.a.
annual total expense ratio (TER) of wide moat ETFs
on wide moat stocks, which are tracked by ETFs
on wide moat stocks
 
The best indices for wide moat 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

1 month: 2,85%
1 year: 30,61%
3 years: 18,16%
5 years: 67,25%
 

Wide moat ETFs in comparison

The most important factors at a glance

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 449 0,49% p.a. Accumulerend Ierland Volledige replicatie
VanEck Morningstar Global Wide Moat UCITS ETFIE00BL0BMZ89 70 0,52% p.a. Accumulerend Ierland Volledige replicatie
VanEck Morningstar US Wide Moat UCITS ETF AIE0007I99HX7 43 0,46% p.a. Accumulerend Ierland Volledige replicatie
VanEck Morningstar US SMID Moat UCITS ETF AIE000SBU19F7 8 0,49% p.a. Accumulerend Ierland Volledige replicatie

Source: justETF.com; As of 29-10-2024

 

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 %
VanEck Morningstar Global Wide Moat UCITS ETF 1,87% 8,59% 7,06% 21,82% 22,31%
VanEck Morningstar US Sustainable Wide Moat UCITS ETF 0,95% 5,16% 2,91% 19,74% 18,70%
VanEck Morningstar US SMID Moat UCITS ETF A 1,26% 4,52% -1,62% - -
VanEck Morningstar US Wide Moat UCITS ETF A 0,74% 6,92% 3,89% - -
ETF   2024
in %
2023
in %
2022
in %
2021
in %
2020
in %
VanEck Morningstar Global Wide Moat UCITS ETF 14,80% 7,07% -5,89% 24,01% -
VanEck Morningstar US Sustainable Wide Moat UCITS ETF 11,69% 13,85% -13,75% 35,39% 4,47%
VanEck Morningstar US SMID Moat UCITS ETF A - - - - -
VanEck Morningstar US Wide Moat UCITS ETF A - - - - -

Source: justETF.com; As of 30-09-2024; Calculations in EUR including dividends