Data as of Oct 28, 2026.
MOAT vs TIP: Differences, Returns & Fees
Over the year to Oct 28, 2026, MOAT returned +10.3% to TIP's −1.0%; 0% 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 $14.6bn for iShares TIPS Bond ETF.
Pair scorecard
TIP costs 0.28 points a year less; their one-year returns differ by 11.3 points; TIP is 1.3 times larger.
| Measure | MOAT | TIP |
|---|---|---|
| Return | ||
| Total return, 1 year | +10.3% | −1.0% |
| Drawdown | ||
| Below its high | 3.7%, high on Aug 27, 2026 | |
| Benchmark | ||
| What it tracks | Morningstar Wide Moat Focus Index | ICE U.S. Treasury Inflation Linked Bond Index |
| Cost and size | ||
| Expense ratio | 0.46% | 0.18% |
| Net assets, as of Oct 27, 2026 | $11.6bn | $14.6bn |
| Holdings | ||
| Holdings in common | 0% | |
| In the S&P 500, by weight | 92% | |
| Top ten holdings, share of the fund | 26.5% | |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
May 4, 2012 to Oct 23, 2026 · 755 weekly returnsEach against its own benchmark: MOAT against VOO, May 4, 2012 to Oct 23, 2026; TIP against VTP, Jul 18, 2025 to Oct 23, 2026.
MOAT returned more: +559.2% to +28.3%. TIP swung less: 5.4% to 17.1%. TIP fell less at its worst: −14.2% to −30.8%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | MOAT | TIP | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +559.2% | +28.3% | MOAT | Price change plus distributions, reinvested. |
| Annualized | +13.9% | +1.7% | MOAT | Total return as a yearly rate. |
| Price return | +453.0% | −10.9% | MOAT | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.1% | 5.4% | TIP | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 11.6% | 4.1% | TIP | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −30.8% | −14.2% | TIP | Deepest fall from a high to the low after it. |
| Upside capture | 98.2% | 99.7% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 100.0% | 101.8% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.98 | 0.99 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.81 | 0.98 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.74 | 0.02 | MOAT | Return above Treasury bills per unit of volatility. |
| Sortino | 1.10 | 0.02 | MOAT | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.130 | −0.023 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.45 | 0.12 | MOAT | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | VOO | VTP | The ETF each fund is measured against. | |
| Alpha | −0.1% a year | −0.2% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | −0.06 | −0.56 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −4.0% to +3.8% | −1.0% to +0.6% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | −0.05 | −0.45 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 7.6% | 0.4% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 755 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, MOAT and TIP hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
MOAT and TIP on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
MOAT and TIP do different jobs. What does each one do in a portfolio?
- What each follows. MOAT follows Morningstar Wide Moat Focus Index and TIP follows ICE U.S. Treasury Inflation Linked Bond Index.
- Holdings in common. 0% 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 TIP −1.0% with distributions reinvested, a gap of 11.3 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.
TIP
TIP tracks an index of TIPS Bond. Over the year to Oct 28, 2026 it returned −1.0% with distributions reinvested, against −0.8% for its benchmark, the ICE U.S. Treasury Inflation Linked Bond Index. The prospectus expense ratio is 0.18% a year.
Questions people ask
- Which returned more over the last year, MOAT or TIP?
- In the year to Oct 28, 2026, with distributions reinvested, MOAT returned +10.3% and TIP −1.0%.
- Which is cheaper, MOAT or TIP?
- TIP is cheaper, by 0.28 percentage points a year. That is about $28 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.
Cite this pageCitation, APA and Markdown
ETFIQ, MOAT against TIP, data as of Oct 28, 2026. https://etfiq.com/compare/any/moat-vs-tip
ETFIQ. (Oct 28, 2026). MOAT against TIP. Retrieved from https://etfiq.com/compare/any/moat-vs-tip
[MOAT against TIP (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/moat-vs-tip)
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