Prices to 4 Sept 2026 · ASX report 31 July 2026Sign inJoin free
← Screener · Broad market
MHOTVanEck · Equity - Global Sectors · Equity · Global · Currency hedged

VanEck Morningstar Wide Moat (AUD Hedged) ETF

Fee p.a.
0.52%
ASX report
Fund size
A$32m
12m flow A$-16.7m
Yield
15.7%
1 payments / yr
Volatility 3y
17.2%
annualised
Max DD 3y
−23.8%
all-time −23.8%
Listed
2023
13 Nov 2023 · spread 0.36%

Growth of $10,000

Since listing, distributions reinvested
$10k$11k$12k$13k$14k$15k2023202420252026
$10,000 at listing$14,255 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
2.9%
4.0%
3 months
9.6%
6 months
6.5%
Year to date
7.1%
1 year
16.0%
10.9%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
15.4%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 15.4%Vol 5y 17.2%Max DD 1y −13.0%Max DD 5y −23.8%Best year 13.3%100% positive years

Calendar-year returns

2024
7.8%
2025
13.3%
2026
7.1%

Where the money is

Look-through exposure as at 3 Sept 2026 · 55 securities · top 10 = 27.3%

Country

United States100.0%

Top holdings

Veeva Systems IncUnited States
3.5%
Airbnb IncUnited States
3.0%
Microsoft CorpUnited States
2.7%
Lpl Financial Holdings IncUnited States
2.7%
Charles Schwab Corp/TheUnited States
2.7%
Bristol-Myers Squibb CoUnited States
2.6%
Tyler Technologies IncUnited States
2.5%
Nvidia CorpUnited States
2.5%
Estee Lauder Cos Inc/TheUnited States
2.5%
Zimmer Biomet Holdings IncUnited States
2.5%
Danaher CorpUnited States
2.5%
Broadridge Financial Solutions IncUnited States
2.4%
Kenvue IncUnited States
2.4%
Masco CorpUnited States
2.4%
Brown-Forman CorpUnited States
2.4%

Top 15 of 55 holdings.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
VanEck Morningstar Wide Moat ETF
0.49%
100%
0.73
Global X Morningstar Global Technology ETF
0.45%
25%
0.60
Betashares NASDAQ 100 Equal Weight ETF
0.48%
16%
0.52
Betashares Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETF
0.50%
16%
0.51
Global X Nasdaq 100 Covered Call ETF
0.60%
16%
0.22
Betashares NASDAQ 100 ETF - Currency Hedged ETF
0.51%
16%
0.55
Betashares NASDAQ 100 ETF
0.48%
16%
0.44
Betashares Geared US Equities Currency Hedged Complex ETF
0.80%
15%
0.68
Global X S&P 500 Covered Call ETF
0.60%
15%
0.31
Vanguard S&P 500 US Shares Index ETF
0.07%
15%
Compare MHOT with these →