Morningstar Wide Moat Focus Total Return Index ETF Returns
Index Description
The Index is derived from the universe of companies that Morningstar determines have wide moats. A wide-moat company is one that has a maintainable return on invested capital exceeding cost of capital and a sustainable competitive advantage. The Index is comprised of the common stocks of the twenty eligible companies within the Morningstar Wide Moat universe that have the highest ratio of fair value to stock price. The Index is a subset of the Morningstar US Market Index, a market index representing approximately 97% of U.S. equity market capitalization.
ETFs Tracking The Morningstar Wide Moat Focus Total Return Index
The following table presents historical return data for ETFs tracking the Morningstar Wide Moat Focus Total Return Index.
As Of 05/25/2012
| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| WMW | Morningstar Wide Moat Focus ETN | 0.00% | -8.24% | 3.90% | 2.07% | 60.60% | n/a |
Other All Cap Equities ETFs
Historical return data for other ETFs in the All Cap Equities ETFdb Category is presented in the following table.
As Of 05/25/2012| Symbol | Name | 1 Week | 4 Week | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
| VTI | Total Stock Market ETF | 2.02% | -6.11% | 5.83% | 0.31% | 60.22% | -1.28% |
| IWV | Russell 3000 | 2.01% | -6.07% | 5.35% | -0.34% | 58.87% | -3.97% |
| SCHB | U.S. Broad Market ETF | 2.05% | -6.14% | 5.23% | -0.08% | n/a | n/a |
| IYY | Dow Jones U.S. Total Market Index Fund | 1.94% | -6.12% | 5.34% | 0.01% | 58.93% | -2.67% |
| PDP | DWA Technical Leaders Portfolio | 3.84% | -5.66% | 11.25% | 2.52% | 93.43% | 3.34% |
| TMW | SPDR DJ Wilshire Total Market ETF | 2.06% | -6.09% | 5.27% | 0.61% | 58.21% | -2.00% |
| SCHD | US Dividend Equity ETF | 1.20% | -3.69% | 2.71% | n/a | n/a | n/a |
| ISI | S&P 1500 Index Fund | 2.04% | -5.95% | 5.04% | 0.53% | 58.06% | -4.52% |
| IWZ | Russell 3000 Growth Index Fund | 2.30% | -6.28% | 7.25% | 2.22% | 65.79% | 10.64% |
| IWW | Russell 3000 Value | 1.55% | -5.93% | 3.27% | -3.01% | 51.30% | -17.88% |
| PEY | High Yield Dividend Achievers | 2.35% | -2.77% | 0.20% | 6.64% | 71.93% | -26.83% |
| NFO | Insider Sentiment ETF | 3.21% | -8.98% | 2.44% | -9.98% | 67.24% | 13.94% |
| ONEQ | Nasdaq Composite Index Tracking Stock | 1.98% | -7.62% | 8.86% | 3.11% | 71.41% | 16.21% |
| PKW | Buyback Achievers | 1.94% | -5.89% | 4.99% | 4.23% | 74.70% | 9.49% |
| EUSA | MSCI USA Index Fund | 2.08% | -5.87% | 4.85% | 0.84% | n/a | n/a |
| PWC | XTF: Dynamic Market Portfolio | 2.36% | -6.82% | 7.07% | -6.15% | 43.76% | -13.73% |
| RYJ | Raymond James SB-1 Equity ETF | 3.16% | -7.88% | 6.43% | -3.83% | 80.65% | n/a |
| TILT | Morningstar US Market Factor Tilt Index Fund | 2.32% | -6.66% | 4.99% | n/a | n/a | n/a |
| USMV | MSCI USA Minimum Volatility Index Fund | 1.78% | -2.47% | 4.79% | n/a | n/a | n/a |
| NYC | NYSE Composite Index Fund | 0.64% | -7.43% | 0.86% | -8.07% | 36.39% | -16.35% |
| FVL | Value Line 100 ETF | 2.74% | -10.67% | 0.00% | -13.65% | 45.32% | -22.83% |
| FAB | Multi Cap Value AlphaDEX Fund | 2.11% | -7.82% | 1.86% | -4.41% | 65.97% | 0.39% |
| VTHR | Russell 3000 ETF | 1.99% | -6.31% | 5.59% | 0.18% | n/a | n/a |
| CSD | Spin-Off ETF | 2.30% | -4.68% | 9.86% | 6.44% | 100.87% | -6.35% |
| FAD | Multi Cap Growth AlphaDEX Fund | 3.39% | -7.19% | 3.87% | -4.52% | 72.13% | 2.56% |
Other All Cap Equities Indexes
Other indexes tracked by ETFs in the All Cap Equities ETFdb Category include:
- Beacon Spin-off Index
- Defined Multi Cap Growth Index
- Defined Multi Cap Value Index
- Dividend Achiever 50 Index
- Dorsey Wright Technical Leaders Index
- Dow Jones U.S. Broad Stock Market Total Return Index
- Dow Jones U.S. Index
- Dow Jones U.S. Total Stock Market Index
- Dynamic Market Intellidex Index
- Dynamic OTC Intellidex Index
- IPOX-100 U.S. Index
- Morningstar Wide Moat Focus Total Return Index
- MSCI US Broad Market Index
- NASDAQ Composite Index
- NYSE Composite Index
- Raymond James SB-1 Equity Index
- RevenueShares Navellier Overall A-100
- Russell 3000 Growth Index
- Russell 3000 Index
- Russell 3000 Value Index
- S&P Composite 1500 Index
- Sabrient Insider Sentiment Index
- Share BuyBack Achievers Index
- Top 200 Dynamic Intellidex Index
- Value Line 100 Index
- Value Line Equity Allocation Index
- Morningstar StockInvestor Core Index
- Wilshire 5000 Total Market Index
- Wilshire 4500 Completion Index
- MSCI USA Index
- Morningstar US Market Index
- Morningstar US Market Factor Tilt Index
- Dow Jones U.S. Dividend 100 Index
- MSCI USA Minimum Volatility Index
- NASDAQ 500 Index
- Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index
- S&P Composite 1500 Dynamic Rebalancing Risk Control Index
- Morningstar Wide Moat Focus Index
Mutual Funds Tracking Morningstar Wide Moat Focus Total Return Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against Morningstar Wide Moat Focus Total Return Index.
