Data as of Oct 28, 2026.
MOAT vs RDVY: Differences, Returns & Fees
Over the year to Oct 28, 2026, MOAT returned +10.3% to RDVY's +17.6%; 11% of their weight is in the same names.
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Net assets on Oct 27, 2026: $11.6bn for VanEck Morningstar Wide Moat ETF and $25.4bn for First Trust Rising Dividend Achievers ETF.
Pair scorecard
MOAT costs 0.01 points a year less; their one-year returns differ by 7.3 points; RDVY is 2.2 times larger.
| Measure | MOAT | RDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +10.3% | +17.6% |
| Drawdown | ||
| Below its high | 3.7%, high on Aug 27, 2026 | 5.3%, high on Aug 13, 2026 |
| Benchmark | ||
| What it tracks | Morningstar Wide Moat Focus Index | Nasdaq US Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.46% | 0.47% |
| Net assets, as of Oct 27, 2026 | $11.6bn | $25.4bn |
| Holdings | ||
| Holdings in common | 11% | |
| Top ten holdings, share of the fund | 26.5% | 22.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jan 17, 2014 to Oct 23, 2026 · 666 weekly returns · each against VOORDVY returned slightly more: +388.8% to +356.3%. MOAT swung slightly less: 17.6% to 19.4%. MOAT fell less at its worst: −30.8% to −39.0%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | MOAT | RDVY | VOO | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +356.3% | +388.8% | RDVY (slight) | Price change plus distributions, reinvested. | |
| Annualized | +12.6% | +13.2% | RDVY (slight) | Total return as a yearly rate. | |
| Price return | +288.2% | +292.1% | Tie | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 17.6% | 19.4% | MOAT (slight) | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 12.0% | 13.3% | MOAT (slight) | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −30.8% | −39.0% | MOAT | Deepest fall from a high to the low after it. | |
| Upside capture | 96.9% | 106.3% | 100.0% | RDVY (slight) | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 99.8% | 104.2% | 100.0% | MOAT (slight) | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 0.98 | 1.09 | 1.00 | MOAT lower | How far it moves for each 1% its benchmark moves. |
| R squared | 0.81 | 0.83 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | 0.65 | 0.63 | MOAT (slight) | Return above Treasury bills per unit of volatility. | |
| Sortino | 0.95 | 0.93 | MOAT (slight) | Return above Treasury bills per unit of downside deviation. | |
| Treynor | 0.117 | 0.113 | 0.122 | MOAT (slight) | Return above Treasury bills per unit of beta. |
| Calmar | 0.41 | 0.34 | MOAT | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | VOO | VOO | VOO | The ETF each fund is measured against. | |
| Alpha | −0.5% a year | −1.0% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | −0.21 | −0.44 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −4.7% to +3.8% | −5.4% to +3.4% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | −0.10 | 0.02 | RDVY | Return against its benchmark per unit of tracking error. | |
| Tracking error | 7.7% | 8.0% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 666 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, MOAT and RDVY hold 11% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
11% in common
Only in one fund ↓
Side by side
MOAT and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
MOAT and RDVY do different jobs. What does each one do in a portfolio?
- What each follows. MOAT follows Morningstar Wide Moat Focus Index and RDVY follows Nasdaq US Rising Dividend Achievers Index.
- Holdings in common. 11% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 MOAT returned +10.3% and RDVY +17.6% with distributions reinvested, a gap of 7.3 points.
Data as of Oct 28, 2026.
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MOAT
MOAT tracks the Morningstar Wide Moat. Over the year to Oct 28, 2026 it returned +10.3% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.46% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 54 positions, with the top ten at 26.5%. It sat 3.7% below its high of Aug 27, 2026 on Oct 28, 2026.
RDVY
RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, MOAT or RDVY?
- In the year to Oct 28, 2026, with distributions reinvested, MOAT returned +10.3% and RDVY +17.6%.
- Which is cheaper, MOAT or RDVY?
- MOAT is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, MOAT against RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/moat-vs-rdvy
ETFIQ. (Oct 28, 2026). MOAT against RDVY. Retrieved from https://etfiq.com/compare/any/moat-vs-rdvy
[MOAT against RDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/moat-vs-rdvy)
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