Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MOTG (VanEck Morningstar Global Wide Moat ETF) -0.26% 9.55% 13.31% 6.46% NA NA NA
Data as of 06/04/2026, Common starting date is 10/31/2018
More Performance Analytics Comparison
Name Start Date End Date
MOTG (VanEck Morningstar Global Wide Moat ETF) 10/31/2018 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -0.67 9.55 13.31 6.46 NA NA NA -0.26 26.08 9.31 10.99 -11.36 14.69 16.06 28.39 -3.89
Sharpe Ratio NA 0.64 0.74 0.27 NA NA NA -0.04 1.44 0.49 0.55 -0.58 1.19 0.52 2.43 -1.22
Standard Deviation(%) NA 13.78 14.30 15.83 NA NA NA 17.14 16.19 11.53 13.35 22.10 12.33 30.11 11.09 19.52
Draw Down(%) NA 12.58 15.31 24.30 NA NA NA 12.58 14.60 6.08 15.31 23.58 7.61 31.82 5.62 12.46
Yield(%) 0.00 16.54 9.46 6.57 5.76 3.84 2.88 0.00 19.07 5.86 2.01 3.10 6.39 3.30 2.94 0.43
Data as of 06/04/2026, Common starting date is 10/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOTG (VanEck Morningstar Global Wide Moat ETF) 0.74%
Apr 2021 – Apr 2024
6.82%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOTG (VanEck Morningstar Global Wide Moat ETF) 19.77%
Sep 2022 – Sep 2025
13.55%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return