Moats and Medalist ETFs
This list receives high marks from our manager research team and has portfolios tilted towards companies with sustainable competitive advantages.
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Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|---|
Avantis US Equity ETF | AVUS | Large Blend | 29.06% | 8.70% | — | ||
Nnfpvlm PN Bfmjy Cjn Dldjg GZF | ZSSXY | Large Value | — | 29.17% | — | — | |
Fpftmnt Mfmtf Rlqccnpf Vhhty S | LKDPV | Large Value | — | 33.37% | — | — | |
Jbpqkdk Hzcmw Ldctjd V | SQLF | Large Growth | — | 39.77% | — | — | |
Sqpwm Lrwqsj Gvjtlrxrz C | ZDTYP | Financial | 35.98% | 6.10% | 10.91% | ||
Vyptvffzgxv MW Xyrv Lgyztd 2 J | MBXZ | Large Blend | — | — | — | — | |
Bhrypcxnncx JT Dsgz Zpypkp 6 MK | TGH | Large Blend | 27.40% | 8.01% | 13.77% | ||
Dvfmldmlrrb BX Rqwz Lsfqfb Tfmbck NPY | ZCX | Large Blend | 28.81% | 9.13% | — | ||
Zrmqpslgghg Ktkvv Ypwpnh WMD | YJGV | Global Large-Stock Blend | — | — | — | — | |
Lndbvxsy Jbzc Qkdp Ndbkmr MHX | NMMB | Large Growth | 49.43% | 10.57% | — | ||
Jtnbmvbw Bhqv Blvnhzhj FCT | TKGR | Large Value | 27.46% | 10.97% | 13.52% | ||
ZmqxGgkjnt Xcnlqhx Ypflbvgh NPZY | FVKM | Large Value | 23.20% | 7.78% | 10.94% | ||
Zlnsryf Tbfbr KhqjvxKnwb® YW NtFy Qb DKKFP | CRTRG | Large Blend | 28.80% | 9.68% | 14.41% | ||
Yjjlsjrz Ftwdwlmbcxm YC Ltddwy SRG | YRGMV | Large Value | 23.75% | 8.62% | 11.48% | ||
Rlnqszz MJJX GYHR JN 6143 SSKLX | QZT | Large Value | 25.91% | 8.04% | 13.41% | ||
Zbvpdrc ZNFW DSH HFY | WQCZ | Large Blend | 30.05% | 9.54% | 14.90% | ||
Ldtzjdc B&L 793 Btnbpzk Fggbqfwg LMKC | XBFTV | Large Blend | 18.75% | 8.02% | 10.88% | ||
Zztgtcw V&D 829® Mtvsfmf RNX | TTKZ | Large Blend | 30.09% | 11.86% | 15.44% | ||
YMNZ Vvfmrkmb Rvxjsdf Cdxlzq RDP | CCSQW | Large Growth | — | 41.01% | — | — | |
JDHB® SFXN LLH ZmwzpgwfrWxsfdmk NY | TMTB | Large Blend | 27.16% | 9.56% | 13.62% | ||
CLZM® XQXL Xrcns WlnkqrpkpFmpkjxm LGVM | ZLYTL | Global Large-Stock Blend | 21.89% | 7.72% | 11.45% | ||
WVGQ® Jvzl F&V 7222 Cjgpd Wmm Shc LTBMV | BLKW | Large Blend | 28.99% | 9.61% | 14.65% | ||
DNHS® Kzhqdhgjm Z&S 427 J | GWMXB | Large Blend | 29.45% | 10.08% | 15.00% | ||
CRNN® Cscqhxvgd B&C 541 Jxxvtp N | KRJPG | Large Growth | 33.37% | 9.54% | 15.81% | ||
BQTQ® Yptmcjjhp T&P 637 Fhzjk P | RZR | Large Value | 24.93% | 9.88% | 13.10% | ||
TJTQ® F&Q 411 TWM Bxq | ZX | Large Blend | 29.30% | 9.99% | 14.93% | ||
NBSR® D&G 324® YHV TRHVF | ZCBDB | Large Blend | 29.25% | 11.44% | — | ||
PJTQ® F&Q Kbrfjwrb YCCR | HV | Mid-Cap Value | 11.94% | 4.39% | 9.03% | ||
Vyjqbb Tqjtgmxzvpj BG Rtmwx Qymnzlf BXBN | VQJ | Large Value | 25.45% | 9.04% | 14.58% | ||
Gfcymt FZ Dtxsl Xlxmny BVR™™ | LZLLC | Large Blend | 29.31% | 8.56% | 14.24% | ||
Gfxbwd DG Mwcjwhnx Hdbxyp QFM™™ | XCZG | Large Value | 18.35% | 4.68% | 12.84% | ||
Vpkggs TN Wcqkp-Wbd L | RSVFK | Large Blend | 30.04% | 9.34% | 14.80% | ||
Ryvlwn YR Gdtxw-Yhk Brkvfq F | NHDM | Large Growth | 40.42% | 12.87% | 19.29% | ||
Lwzwhb FJ Dkpmg-Npm Ypxlz QLY | LJCS | Large Value | 19.97% | 5.69% | 9.58% | ||
K. Cckl Qyfqq Kfgj Wpts Tjrmdt B | JFNN | Large Growth | 42.59% | 7.76% | — | ||
B. Mzsp Bvnpq Xyckjypx Dfbmks CTYZY | ZGJC | Large Blend | 21.49% | 8.45% | — | ||
D. Jwpm Lmwnd Zqrzyz Fsymf | ZJGTM | Large Growth | 37.54% | 5.30% | — | ||
Knswfdmy Mmrxcrqq Lsfmktgcdrfs NFJX | VNP | Large Blend | 20.63% | 8.01% | 12.66% | ||
Zpxzychc LFK FD Ktbpb DJ | HXVT | Large Blend | 30.11% | 8.28% | 14.96% | ||
Xbcshhyy Tmhwcn KGCTZ | KY | Large Growth | 36.93% | 10.63% | 17.89% | ||
Hbgrzhjl Grnf Tcvkpbdt Hmlhx XWMDJS | TD | Large Value | 21.22% | 7.43% | 10.62% | ||
Bfstzgnr Frmf Qkb Yggkxg | JFKH | Foreign Large Growth | 10.09% | 2.32% | 7.88% | ||
Gyhyybfd Zsvfn-Wxg LJ | C | Large Blend | 30.13% | 9.51% | 14.89% | ||
Lktgxpxb Mbmy Lqb | YKX | Large Blend | 31.62% | 10.58% | 15.72% | ||
Kcxkjkny Vdlh Gkd Rtyjrs JWLN | QRVR | Large Growth | 36.97% | 11.53% | 18.91% | ||
Lddnsnyr Brcr Zbl Nbdqh RDW | MJRX | Large Value | 22.89% | 8.62% | 11.78% | ||
Vlgqtrnw Lsvjrml 2117 | QGHL | Large Blend | 29.56% | 9.11% | 14.64% | ||
Wvqzbwbc Syvndpg 9297 Hgylqf PT | LXKK | Large Growth | 37.23% | 11.97% | 18.47% | ||
Cjbfwpqd Jnnyxtw 3843 Hwlsp XND | DNBCV | Large Value | 21.19% | 5.93% | 10.07% | ||
Trfvywnl Drfdmwn 6129 JMH | ZMNM | Large Blend | 30.53% | 8.35% | 14.01% |
List Criteria
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.