ETF Battles: Moat Investing vs. S&P 500, who wins?

[@cliffpeebles9705]

Excellent job by the judges to show the differences. Great battle Ron.

[@etfguide]

Hat tip to Cinthia and Shana for their outstanding analysis. The judges that grace #ETFBattles are world-class and most certainly better than anything a single KZbinr can think up or say. Our viewers are blessed to have this kind of ETF analysis. Warm regards, Ron

[@ziul1179]

How about a Quality pureblood battle: MOAT vs DUHP vs SPHQ vs QUAL? As the saying goes "No pain, no graying". After all, it is said that Quality investing reduces the downside without giving up the upside. Another good opportunity to learn from great professionals how to invest better. Thank you Ron and judges!

[@etfguide]

I like your idea of a quality factor ETF contest. We had another viewer ask for something similar. It’s time! Glad you’re a fan of ETF Battles. Best, Ron

[@ziul1179]

Ron, you made my day! I can't wait!

[@degencryptivities]

quality content here - glad I found this channel and bravo to the judges for adding a lot of value in their discussion !!!

[@etfguide]

Glad to have you along for the ride. FYI, ETF Battles is currently in SEASON 5 (2024) and we have lots of new episodes. Check it out and don't forget to subscribe! Thanks, Ron

[@daveschmarder-US1950]

My 10+ year ownership of MOAT shares has been pleasant. My cost basis is $21-$22 per share. I never thought of it as doing real well, but a steady Eddy. This year has been great. Dividends are paid only once a year, and I like that. I hope everyone is enjoying the summer.

[@etfguide]

Dave: 10-years in MOAT? That makes you among the earliest shareholders and like our judges said, it's a strategy that's worked. BTW, Morningstar borrowed its moat investing index strategy idea from the Oracle of Omaha, who made a regular habit of writing about moats in his Berkshire H shareholder letters. Moats, baseball analogies, jokes about Wall Street's bizarre mindset and lots of other goodies. Best, Ron

[@daveschmarder-US1950]

@@etfguide I bought my first shares on 10/8/12. I seem to remember that the AUM was kind of small, but I liked the idea of large moats. I seem to recall hearing WB talking about moats. VYM was the first ETF I bought. I still own those shares too. I bought that starting 9/28/11. That makes me a Buy N' Hold Bogler. :)

[@same.7939]

Interesting battle. Never heard of MOAT until today. Seems like a good non-core ETF pick within a diversified portfolio. What I found most interesting about MOAT is that it is defensive in nature yet only 4% in Consumer Staples.

[@etfguide]

Good point on the consumers staples! Thanks for watching ETF Battles. Best, Ron

[@KGold53]

Hands down, MOAT is the ETF I would choose if I could only own one ETF. Its portfolio is based on fundamental research by Morningstar analysts, and wide moat stocks are selected based on valuation rank (price to fair value). The resulting portfolio is equal weighted on every rebalance/reconstruction. And the results speak for themselves, easily justifying their 46 bp expense ratio. It’s a unique fund, and really isn’t comparable to a VOO or any market cap weighted large cap fund. It’s simply a winner!

[@etfguide]

K: Thanks for sharing your view with our community. I'm glad you're enjoying ETF Battles. Best, Ron

[@johnburger0891]

Awesome battle Ron! Both judges did great 👍 How about a income battle JEPI/JEPQ vs XYLG/QYLG.

[@etfguide]

I'm always down for an income ETF Battle. Thanks for the suggestion JB. Take care, Ron

[@lonka2184]

Could you please compare DGRO with DIVB?

[@elizabethjanson2357]

I always appreciate you❤️

[@etfguide]

thank you 😊

[@michayng4105]

Is MOAT the best smart beta etf in terms of long term (5, 10 yr) performance ?

[@digital1engineer]

Alot of ETF have crashed lately including in the S&P 500. I'm a beginner but haven't invested yet cause I'm still trying to gather more knowledge on investing before I invest. Now I dunno which ETF is safe to invest in even the VOO crashed

[@divitup5952]

Great comparison battle there! Can we get one between small cap value ETFs that are active/quasi-active --> DFSV vs AVUV vs CALF vs OMFS

[@miles13242]

Have you checked out the one they did a few weeks ago? It had AVUV and CALF in it, and two others.

[@etfguide]

@@miles13242 Hey Divitup...here's the ETF Battles episode that Miles is referring to: kzbin.info/www/bejne/ZnKZoJqIZbx4ra8👈

[@divitup5952]

@@etfguide agree but the matchup is quite different. May be a candidate for a future battle?!

[@charlesmark2893]

This is Brilliant❤️

[@etfguide]

We agree 👍🏼💰👊🏼

[@seanharrington4768]

Ronny-- $MOAT has beaten $VOO 5 years in a row. Which is pretty incredible that nobody talks about !!

[@taker12224]

Can you compare SCHG and VGT?

[@etfguide]

Schwab vs. Vanguard...who doesn't enjoy ETF matchups with Godzilla vs. King Kong? Thank you taker. Ron

[@matthewrogerson9119]

Just bought Moat. I think the tech stocks are in a slight bubble and considering Moat has little to no exposure to these riskier stocks, Moat is the safer play.

[@Derideo]

As a knight of the kingdom of common sense, I'm all about moats... Preferably ones with fish in them.

[@cliffpeebles9705]

Good one!

[@etfguide]

LOL! I'm no expert, but I think moats are actually inhabited by alligators, dragons and dead carcasses. Appealing to catfish, perhaps. Anyway, I always enjoy your sense of humor D. Best, Ron

[@alex2653]

You should do EMOT vs MOAT

[@bossballheaddawg2588]

what u think about etf bdvg. it just started in july. divifend growth etf. 10.22

[@etfguide]

BDVG, being a recently launched ETF, lacks data. Need to give this ETF ticker at least 1-year of performance history to cook. Please hit me up with a future battle request of BDVG vs. (you decide). Thanks, Ron

[@milbanrichard5093]

Great video here! Wanted to ask you what I should invest in for the following 2 to 3 years.. I want to dollar cost average in VOO but I am unsure if it is the right choice as VOO that it will fall in the next few years. What do you recommend?

[@etfguide]

Using a 3-bucket approach of core portfolio, non-core portfolio and margin of safety is what I teach and recommend. Join ETFguide.com as a free member for access to my online classes. Best, Ron

[@Gunieapower33]

If VOO falls… everything is gonna fall

[@joinjen3854]

I do not have any of these. I like MOAT.

[@WHlSKYx]

You don’t have VOO? Should be a staple in every portfolio.

[@tariqrazarao-nq1js]

Thanks for this video and for all your hard work on you tube. you’re giving the best advice I’ve heard. I’ve gone from 100 percent stocks, to 70 percent etfs and 30 percent stocks. I’ve limited my stock portfolio to my 10 favorites, mostly s and p top 10 stocks. My three guilty pleasure stocks outside the top 10 are ASML, PLTR and MRNA. I personally see a big future for all 3

[@benedit71]

I can break the tie, moat for the win.

[@etfguide]

Thank you for much needed courtside vote! Best, Ron 😊

[@ameilajabaco9497]

Loved the video as usual. I hold FXAIX, SCHD and QQQM.

[@alvaroalvarez5009]

Moat , omfl, cows, vflo

[@etfguide]

Looks interesting. Thanks A5009! RD

[@rexjhony7027]

That's too risky to invest in few companies. It might look good for now but in the long run you want to be diversified

[@RS-cl5wg]

What would be your recommendation for long term most aggressive highest potential growth portfolio?

[@etfguide]

Short answer we don't manage or recommend investment portfolios. Long answer is I teach our audience a 3-bucket framework of core portfolio, non-core portfolio and margin of safety. Within this framework, the place for aggressive high risk investments is within the non-core portfolio. Back to your non-core portfolio question of "best aggressive growth." My take is to focus on major investment themes that are unfolding right before us. Things like the energy transition, renewable energy infrastructure, blockchain, AI, cryptos, cloud computing, and EVs are just a few to mention. You need to make executive decisions - within the context of the non-core portfolio - about how much money you want to allocate to the high growth opportunities. Asking someone to tell you the answer isn't what I recommend. You decide. Make decisions based upon what you see and what you believe to be true. Make educated decisions with conviction. One more thing: Don't follow the crowd. As investing great Sir John Templeton observed: "It's impossible to produce superior performance unless you do something different from the majority." Warm regards, Ron P.S. Join ETFguide's free membership here, this is where our online courses are exclusively offered. Non- ETFguide members cannot access or buy the classes: www.etfguide.com/join-etfguide/

[@beautifulworld9427]

Love your videos and would also like to know if you recommend certain crypto curriences, and which ones? Also can we discuss whats about to happen when the banks are approved to manage cryptocirrencies? Thats apparently happening.

[@etfguide]

See our Crypto vs Crypto playlist ASAP

[@1013miltown]

Moat is coffee can investing it is the best

[@etfguide]

Are you a Folgers or Maxwell House guy? One time I tried Sanka and it was horrible! Thanks for watching miltown. Ron

[@1013miltown]

@@etfguide folgers

[@The8thwonder-ub4ct]

Giggidy goo!

[@etfguide]

Not sure what you're trying to say, but OK. Ron

[@ANTHONYFRANZ-gi2qc]

BKLC JUST CHANGED INDEXES. NOW TRACKS THE SOLACTIOVE US 500 INDEX.

[@etfguide]

Thx for the update 👍🏼Ron

[@LuckyLukky]

When MOAT is my core holding at 40% 😂🥲

[@Dagzfromearth]

International exposure funds. Vxus-Veu- Schf

[@etfguide]

Thanks for the ETF Battles suggestion! Best, Ron