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
MOTE (VanEck ETF Trust – VanEck Morningstar ESG Moat ETF) NA 1.32% 11.13% NA NA NA NA
Data as of 09/19/2025, Common starting date is 10/07/2021
More Performance Analytics Comparison
Name Start Date End Date
MOTE (VanEck ETF Trust – VanEck Morningstar ESG Moat ETF) 10/07/2021 09/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) -0.14 1.32 11.13 NA NA NA NA 2.24 11.33 18.26 -18.66 6.88
Sharpe Ratio NA -0.09 0.46 NA NA NA NA 0.01 0.64 1.03 -0.83 2.22
Standard Deviation(%) NA 18.91 16.83 NA NA NA NA 21.22 12.10 14.35 24.28 14.80
Draw Down(%) NA 21.46 21.46 NA NA NA NA 19.95 6.86 13.99 27.21 5.74
Yield(%) 0.00 0.93 1.19 0.65 0.32 0.22 0.16 0.00 1.05 1.32 0.79 0.20
Data as of 09/19/2025, Common starting date is 10/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOTE (VanEck ETF Trust – VanEck Morningstar ESG Moat ETF) 2.31%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOTE (VanEck ETF Trust – VanEck Morningstar ESG Moat ETF) 10.42%
Aug 2022 – Aug 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return