VanEck Morningstar Global Wide Moat ETF

Profitability for 1 year: 11.32%
Commission: 0.52%
Category: Large Cap Growth Equities

39.04 $

+3.97 $ +11.32%
35.07 $
39.04 $

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Chart VanEck Morningstar Global Wide Moat ETF

Main settings

10 year return 0
3 year return 44.9
5 year return 0
Annual return 11.32
Asset type Equity
Average P/BV 2.75
Average P/E -796.87
Average P/S 2.55
Beta 0.69
Commission 0.52
Country UK
Currency usd
Div. yield 0.81
Foundation date 2020-07-07
ISIN code IE00BL0BMZ89
ISO country GB
Index Morningstar Global Wide Moat Focus Index
Number of companies 31
Owner VanEck
Region Ireland
Top 10 issuers, % 22.73
Website link
Change per day +11.32% 35.0749 $
Change per week +11.32% 35.0749 $
Change per month +11.32% 35.0749 $
Change per 3 month +11.32% 35.0749 $
Change per half year +11.32% 35.0749 $
Change per year +11.32% 35.0749 $
Change per year to date +11.32% 35.0749 $

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Top companies

Title Industry Share, % P/BV P/S P/E EV/Ebitda Dividend yield
#1 ASML Holding N.V. ASML Holding N.V. Technology 2.7517 14.22 9.3 34.7 25.62 0.72
#2 Equifax Equifax Industrials 2.3743 5.34 4.05 37.24 17.78 0.71
#3 Wells Fargo Wells Fargo Financials 2.3305 1.54 2.46 13.08 15.61 2.1
#4 Allegion Allegion Financials 2.2988 6.51 3.31 20.91 16.05 1.31
#5 The Bank of New York Mellon The Bank of New York Mellon Financials 2.2677 1.95 2.12 15.54 -1.94 1.95
#6 Ecolab Ecolab Materials 2.2526 7.65 4.27 31.82 19.31 0.91
#7 GlaxoSmithKline GlaxoSmithKline Healthcare 2.1688 4.24 1.77 21.56 10.32 3.76
#8 Emerson Electric Emerson Electric Industrials 2.1581 4.15 4.67 36.69 17.58 1.61
#9 Airbus SE Airbus SE Industrials 2.069 3.46 1.51 335.26 18.23 0
#10 Teradyne Teradyne Technology 2.0611 7.34 7.34 38.15 34.04 0.38

Structure ETF

Stock 51.78 %

Similar ETF

Other ETFs from the Management Company

Title Class Category Commission Annual return
Equity 0.35 46.22
Equity 0.47 13.44
Equity 0.53 93.88
Equity 0.55 102.63
Bond 0.25 0.41
Bond 0.32 1.82
Bond 0.3 3.06
Equity 0.38 12.15
Equity 0.35 53.72
Bond 0.18 4.59
Preferred Stock 0.41 7.43
Bond 0.14 0.2
Equity 11.17 -20.16
Equity 0.53 11.21
Bond 0.5 1.63
Currency 0.2 -34.12
Equity 0.36 21.48
Equity 0.66 30.71
Bond 0.24 4.17
Equity 0.35 23.43
Bond 0.4 1.73
Equity 0.54 138.85
Bond 0.4 -0.87
Equity 0.49 7.22
Bond 0.35 1.37
Real Estate 0.43 1.65
Equity 0.55 -13.28
Bond 0.07 0.96
Equity 0.58 5.31
Bond 1.82 7.2

Description VanEck Morningstar Global Wide Moat ETF

GOAT Π²Π»Π°Π΄Π΅Π΅Ρ‚ нСбольшим ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»Π΅ΠΌ Π³Π»ΠΎΠ±Π°Π»ΡŒΠ½Ρ‹Ρ… Π°ΠΊΡ†ΠΈΠΉ, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅, ΠΏΠΎ мнСнию ΠΈΡΡΠ»Π΅Π΄ΠΎΠ²Π°Ρ‚Π΅Π»ΡŒΡΠΊΠΎΠΉ Π³Ρ€ΡƒΠΏΠΏΡ‹ Morningstar, ΠΎΠ±Π»Π°Π΄Π°ΡŽΡ‚ «ΡˆΠΈΡ€ΠΎΠΊΠΈΠΌΠΈ Ρ€Π²Π°ΠΌΠΈ» - устойчивыми ΠΊΠΎΠ½ΠΊΡƒΡ€Π΅Π½Ρ‚Π½Ρ‹ΠΌΠΈ прСимущСствами, Ρ‚Π°ΠΊΠΈΠΌΠΈ ΠΊΠ°ΠΊ высокая ΡΡ‚ΠΎΠΈΠΌΠΎΡΡ‚ΡŒ ΠΏΠ΅Ρ€Π΅ΠΊΠ»ΡŽΡ‡Π΅Π½ΠΈΡ ΠΊΠ»ΠΈΠ΅Π½Ρ‚ΠΎΠ², прСимущСства Π²Π½ΡƒΡ‚Ρ€Π΅Π½Π½ΠΈΡ… Π·Π°Ρ‚Ρ€Π°Ρ‚, ΠΈΠ½Ρ‚Π΅Π»Π»Π΅ΠΊΡ‚ΡƒΠ°Π»ΡŒΠ½Π°Ρ ΡΠΎΠ±ΡΡ‚Π²Π΅Π½Π½ΠΎΡΡ‚ΡŒ, сСтСвыС эффСкты ΠΈ ΡΡ„Ρ„Π΅ΠΊΡ‚ΠΈΠ²Π½ΠΎΡΡ‚ΡŒ ΠΌΠ°ΡΡˆΡ‚Π°Π±Π°. ΠŸΠΎΡ€Ρ‚Ρ„Π΅Π»ΡŒ Π΄ΠΎΠΏΠΎΠ»Π½ΠΈΡ‚Π΅Π»ΡŒΠ½ΠΎ провСряСтся, Ρ‡Ρ‚ΠΎΠ±Ρ‹ ΡƒΠ΄Π°Π»ΠΈΡ‚ΡŒ Π½ΠΈΠΆΠ½ΠΈΠ΅ 20% подходящих Ρ„ΠΈΡ€ΠΌ ΠΊ 12-мСсячному ΠΈΠΌΠΏΡƒΠ»ΡŒΡΡƒ. НаконСц, Morningstar ΠΈΡΠΏΠΎΠ»ΡŒΠ·ΡƒΠ΅Ρ‚ ΡΠΎΠ±ΡΡ‚Π²Π΅Π½Π½ΡƒΡŽ модСль ΠΎΡ†Π΅Π½ΠΊΠΈ, Ρ‡Ρ‚ΠΎΠ±Ρ‹ Π²Ρ‹Π±Ρ€Π°Ρ‚ΡŒ Ρ‚ΠΎΠ»ΡŒΠΊΠΎ Ρ‚Π΅ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΈ, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅, ΠΊΠ°ΠΊ считаСтся, Ρ‚ΠΎΡ€Π³ΡƒΡŽΡ‚ΡΡ ΠΏΠΎ ΠΏΡ€ΠΈΠ²Π»Π΅ΠΊΠ°Ρ‚Π΅Π»ΡŒΠ½Ρ‹ΠΌ Ρ†Π΅Π½Π°ΠΌ. GOAT ΠΈΠΌΠ΅Π΅Ρ‚ Ρ€Π°Π²Π½Ρ‹ΠΉ вСс с поэтапной пСрСбалансировкой ΠΊΠ°ΠΆΠ΄Ρ‹Π΅ ΠΏΠΎΠ»Π³ΠΎΠ΄Π°: ΠΏΠΎΠ»ΠΎΠ²ΠΈΠ½Π° портфСля восстанавливаСтся ΠΈ рСбалансируСтся Π΅ΠΆΠ΅ΠΊΠ²Π°Ρ€Ρ‚Π°Π»ΡŒΠ½ΠΎ. Π­Ρ‚ΠΎΡ‚ Ρ„ΠΎΠ½Π΄ являСтся Π΄ΠΎΠΏΠΎΠ»Π½Π΅Π½ΠΈΠ΅ΠΌ ΠΊ родствСнному Ρ„ΠΎΠ½Π΄Ρƒ MOAT, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ обСспСчиваСт доступ Ρ‚ΠΎΠ»ΡŒΠΊΠΎ для БША с использованиСм Ρ‚ΠΎΠΉ ΠΆΠ΅ ΠΌΠ΅Ρ‚ΠΎΠ΄ΠΎΠ»ΠΎΠ³ΠΈΠΈ.