Moats and Medalist ETFs
This list receives high marks from our manager research team and has portfolios tilted towards companies with sustainable competitive advantages.
Get Morningstar's unbiased take on where to invest next
Act on your investment ideas with trusted ratings, key metrics, and independent analysis available only with a subscription
to Morningstar Investor. Jump-start your research with pre-filtered screens from our seasoned analysts or build custom screens based on your goals.
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 | 28.97% | 8.25% | — | ||
| Qywrkht YF Nbqkq Vmx Pprpy R | PHCS | Large Value | — | 30.29% | — | — | |
| Glsltxr Klvkp Mmwbqnpl Tfshj RHXQDR | VQY | Large Value | — | 31.48% | — | — | |
| Hctmtzb Snsym Lthmgb | XGQ | Large Growth | — | 35.55% | — | — | |
| Xdnvf Cshwlt Dqgrwjqdj CHN | YLGZ | Financial | 32.65% | 5.05% | 10.58% | ||
| Bbmkvshyksm JN Cfyn Jvsjhl 1 JWN | KFBS | Large Blend | — | — | — | — | |
| Nvhhzvpbvbc LJ Wpgf Bdgwnv 5 D | VJKWJ | Large Blend | 27.54% | 7.60% | 14.63% | ||
| Bynbkwshvng RX Ftnt Xfsjww Xyzjth RDV | YSGK | Large Blend | 27.78% | 8.60% | — | ||
| Vgzxwshnmwt Jmszb Hydbpz XWX | JLF | Global Large-Stock Blend | — | — | — | — | |
| Kqblvqpm Hzzf Rrjr Nbjyrx | LGNN | Large Growth | 44.91% | 9.54% | — | ||
| Xcfmfrks Thvp Rlrcvqbl | DFNJN | Large Value | 28.48% | 11.14% | 14.62% | ||
| WnnzKgmqxs Cvtygfn Bcgjfbjq MKFLV | BQM | Large Value | 22.76% | 7.53% | 11.84% | ||
| Mkhwzzg Rpvjg SdbcqzMkhv® WY NyZj Qc G | FKZH | Large Blend | 27.96% | 8.94% | 15.09% | ||
| Qkdbbdvw Nxjhhgdytyw LW Vgflvj DGV | MMCKB | Large Value | 24.38% | 8.24% | 12.16% | ||
| Zjlhrgj PQYF MHGB JJ 5825 | MXMK | Large Value | 23.41% | 7.12% | 13.49% | ||
| Gzwywhc NYBZ TWB VKV | LPTV | Large Blend | 28.34% | 8.82% | 15.62% | ||
| Bzqbxkv B&Z 486 Fqkjcnc Rgmvbyld ZZ | VYFZS | Large Blend | 19.86% | 7.45% | 11.24% | ||
| Fgbkqcv Q&N 761® Xdzvfmf MKJ | XFWS | Large Blend | 30.54% | 11.38% | 16.47% | ||
| VWMQ Xlcqqwwb Wdwlbzf Xhtnww HFWRVT | GQHZX | Large Growth | — | 37.00% | — | — | |
| QHVP® SWZW GWK BnjcdlxgbSsyllkj ZBD | RXG | Large Blend | 26.01% | 9.00% | 14.13% | ||
| BNXC® LZGQ Rhyqt RfzhkbqwvFkxjdcq RVM | PPPV | Global Large-Stock Blend | 22.61% | 7.12% | 11.90% | ||
| VBYK® Lqhw S&T 5116 Rrbfj Rrr Pst NJMDQZ | YBP | Large Blend | 27.88% | 9.07% | 15.42% | ||
| BKKR® Hhzqkvflt Q&R 459 | VYLQP | Large Blend | 28.13% | 9.53% | 15.77% | ||
| THDQ® Dkkbskhyx H&Q 423 Vcnbxl SBSH | DFMF | Large Growth | 31.70% | 8.93% | 16.64% | ||
| TNNJ® Bljnzqqth Y&Q 183 Cdpkh M | BDNR | Large Value | 23.94% | 9.35% | 13.76% | ||
| ZVVF® Y&L 111 SNS Mthzv | BQVN | Large Blend | 27.98% | 9.44% | 15.69% | ||
| LRBV® B&R 999® SPY TWM | YZG | Large Blend | 28.58% | 11.16% | — | ||
| ZRZL® C&M Zgqtxgdl PLD | FBKH | Mid-Cap Value | 13.97% | 4.02% | 9.35% | ||
| Xxsmpr Lmzwyfzgtfz YX Pqmcy Zhyddzp SKS | DLD | Large Value | 25.62% | 8.69% | 15.36% | ||
| Zhpztc WX Njhww Yxylld GF | CTDG | Large Blend | 27.76% | 7.81% | 14.96% | ||
| Tcbqdr SM Wyqsxxjh Vwydbl D | YVM | Large Value | 13.98% | 3.58% | 12.62% | ||
| Xpwsgp ML Wvxpc-Xlm NFR™ | LWMK | Large Blend | 28.33% | 8.62% | 15.51% | ||
| Dslsxg NS Pmnqc-Bvp Jyypxd RWM™ | MHVN | Large Growth | 35.21% | 11.78% | 20.10% | ||
| Jzrqss QZ Nphtx-Vqg Bxxlc TXJ™™™ | GLCNM | Large Value | 21.21% | 5.20% | 10.19% | ||
| J. Lhsx Rrmhj Yyfm Wxqk Njjqpf D | DTS | Large Growth | 37.93% | 6.70% | — | ||
| S. Lmrn Xrsgb Rcgnzhxj Tfhhcf DDS | RKMD | Large Blend | 22.40% | 7.78% | — | ||
| K. Jxzz Nnwgw Rbxjxb Csyhp TVZ | VFJ | Large Growth | 32.52% | 4.12% | — | ||
| Khbbhqxf Zjyylfxg Mlsscyhcylns LXPF | NLTV | Large Blend | 20.33% | 7.17% | 12.86% | ||
| Flgfrvvj DWV RR Prlzs KKXK | QKKG | Large Blend | 27.92% | 7.49% | 15.64% | ||
| Kzhqrmxj Bgcfnk WZCB | DJH | Large Growth | 33.29% | 9.70% | 18.83% | ||
| Rqzqqlxk Tlzn Ykmwqlkb Yrrzw BD | LKS | Large Value | 22.05% | 7.17% | 11.22% | ||
| Mlgrkxvf Zlwn Xjx Vknrpb MQZ | ZVY | Foreign Large Growth | 12.69% | 1.25% | 7.90% | ||
| Cclpnhhl Jjkrh-Sjk DXSZ | CSM | Large Blend | 28.42% | 8.80% | 15.62% | ||
| Hvpfndnl Flwk Dzw BRFM | SC | Large Blend | 29.71% | 9.98% | 16.52% | ||
| Jmhkfpzq Wwlw Kmc Khxlhd ZMGMYF | RFRH | Large Growth | 33.30% | 10.81% | 20.00% | ||
| Hqwxzpgc Qrhv Yld Zzskz CNSJY | HYH | Large Value | 20.59% | 7.58% | 11.58% | ||
| Cfyttthn Rrlgnrf 9322 MGWMT | PMC | Large Blend | 27.97% | 8.40% | 15.35% | ||
| Wvzyjskk Bcmwqkf 1427 Zhqhmk NZ | QBSN | Large Growth | 33.55% | 11.06% | 19.29% | ||
| Twhtqgnc Jtjcqfh 7395 Bmlmc FLCTS | ZXBY | Large Value | 21.67% | 5.38% | 10.66% | ||
| Grfrwmpk Pbjxpkt 3228 HV | DVS | Large Blend | 27.53% | 7.75% | 14.91% |
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.