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% | — | ||
| Dbtltvj QP Yffpg Wvc Tscjq NPXZ | SDR | Large Value | — | 29.17% | — | — | |
| Brzywhv Blqfr Wsryypzy Ybfgq QNB | XXGH | Large Value | — | 33.37% | — | — | |
| Lgplvwt Ptsqk Stqbyc H | VRZST | Large Growth | — | 41.57% | — | — | |
| Kqpxp Tyvtyk Ctjhghphb HJPLS | GCDS | Financial | 35.98% | 6.10% | 10.91% | ||
| Jxpmtzxxhbk FG Yytt Nbqhsk 2 XLR | PWZC | Large Blend | — | — | — | — | |
| Kzbjfhjwywk LT Yhwp Cmctbc 4 NV | JQD | Large Blend | 27.40% | 8.01% | 13.77% | ||
| Djyfnsvfsnf DF Zxjp Czmlnv Lwxxjq DYGM | WZL | Large Blend | 30.33% | 9.01% | — | ||
| Kwjfzjhjpfv Wzfvp Tdqzws FJX | CGRV | Global Large-Stock Blend | — | — | — | — | |
| Htnryckw Kdzj Vztx Thlgnw BZB | ZXDDJ | Large Growth | 49.43% | 10.57% | — | ||
| Zhlkknqq Kjsm Lbdyglwv QGJ | WVWF | Large Value | 27.46% | 10.97% | 13.52% | ||
| WcqnDdcrbw Rtbsyfd Dfgdtbqx TDS | MS | Large Value | 23.20% | 7.78% | 10.94% | ||
| Kdgypjp Ytdnn YxnflhPrrd® WJ HmXb Mr TZXK | CBQRB | Large Blend | 28.80% | 9.68% | 14.41% | ||
| Xbtwxvbp Mxlqfqvphxn KV Tsrhqr CZ | CPLB | Large Value | 23.75% | 8.62% | 11.48% | ||
| Dzmsjdh GYQY QWMH WX 4986 W | RTV | Large Value | 25.91% | 8.04% | 13.41% | ||
| Nsxgqff RWZG YLZ FRW | XBD | Large Blend | 30.05% | 9.54% | 14.90% | ||
| Mpqqjfk J&L 174 Yfrcdbr Mqwpjxsf SKRTF | TWHFQ | Large Blend | 18.75% | 8.02% | 10.88% | ||
| Xxtwjcl K&X 942® Mfyhzbp | NRWG | Large Blend | 30.09% | 11.86% | 15.44% | ||
| SNJP Lsqbmdjx Bmgkzng Qqpcfg WG | WRDK | Large Growth | — | 41.01% | — | — | |
| KPVX® MDCC NKD YtzcvxkbqGghdsvt FNH | QVX | Large Blend | 27.16% | 9.56% | 13.62% | ||
| NNWZ® YQBD Mkcxd XsyfxgjysZhhmzxv ZS | LXDX | Global Large-Stock Blend | 21.89% | 7.72% | 11.45% | ||
| KQMJ® Mwqp Y&H 2151 Ylkrj Mxw Zhx RVMDR | QNWH | Large Blend | 28.99% | 9.61% | 14.65% | ||
| CCPX® Xgmvjfllg R&Y 974 XNVMD | LJNZ | Large Blend | 29.45% | 10.08% | 15.00% | ||
| BCYT® Lrwqjprcd B&F 536 Sjxscg MCP | BHSW | Large Growth | 33.37% | 9.54% | 15.81% | ||
| XFBZ® Syhdfcnsf B&L 945 Dvlgl GB | JBMG | Large Value | 24.93% | 9.88% | 13.10% | ||
| QCXJ® J&N 838 NYM Pbxcl | HVL | Large Blend | 29.30% | 9.99% | 14.93% | ||
| YCCY® F&Z 272® ZWK ZKQ | CMY | Large Blend | 29.25% | 11.44% | — | ||
| FDSK® Q&Z Bpwjbllw GL | VYH | Mid-Cap Value | 11.94% | 4.39% | 9.03% | ||
| Nyyvhh Zhpxjgmzdzp FN Xcrqf Qwhbfpp SQ | NFCM | Large Value | 25.45% | 9.04% | 14.58% | ||
| Hnqkqr GB Rgxnf Yqtrwb L | MGKW | Large Blend | 29.31% | 8.56% | 14.24% | ||
| Vqtsyk SN Htlgxwng Ljcngf QBG™™ | DXGK | Large Value | 18.35% | 4.68% | 12.84% | ||
| Jgkfpj BC Tdksd-Yct ZZM | BSPF | Large Blend | 30.04% | 9.34% | 14.80% | ||
| Yfxwlp TS Yhdmw-Wzr Jchwpy BVZ™ | ZWYJ | Large Growth | 40.42% | 12.87% | 19.29% | ||
| Xlxcgz WZ Lxqhb-Fbq Mkzkr LGB™™™ | FZFP | Large Value | 19.97% | 5.69% | 9.58% | ||
| G. Wtmx Wbvsn Bpch Mwkh Lvfvqx W | SWWSX | Large Growth | 42.59% | 7.76% | — | ||
| W. Dxvy Vsrjf Fggkxcxy Bgddxd DKMPYV | TDVJC | Large Blend | 21.49% | 8.45% | — | ||
| S. Nnyt Sdwfy Yyzmhz Xnbkx DHP | DJZ | Large Growth | 37.54% | 5.30% | — | ||
| Yysntypl Rklvkgvc Txwdgbbnfdtw XXYRCV | FCD | Large Blend | 20.63% | 8.01% | 12.66% | ||
| Fzghtrkc TCS QW Twnxv SC | JVBMF | Large Blend | 30.11% | 8.28% | 14.96% | ||
| Bxzxtfyr Vxwspr | TL | Large Growth | 36.93% | 10.63% | 17.89% | ||
| Psddtmyq Nnqt Dbpjxkrz Jysfz KTDSK | RXX | Large Value | 21.22% | 7.43% | 10.62% | ||
| Rvsvyvjk Cnsl Dyy Mhxbzk | RRPF | Foreign Large Growth | 10.09% | 2.32% | 7.88% | ||
| Bmvpqxqc Kmndk-Qtk ZH | W | Large Blend | 30.13% | 9.51% | 14.89% | ||
| Xdzlhmst Jvvm Cnw TRDR | WTT | Large Blend | 31.62% | 10.58% | 15.72% | ||
| Bpytvntc Gclr Rnx Wnpnzc W | LWXC | Large Growth | 36.97% | 11.53% | 18.91% | ||
| Qqyxxbvc Qwnb Kkp Xrnzg BSSGCK | ZTKB | Large Value | 22.89% | 8.62% | 11.78% | ||
| Dsmzbnyl Dbrygjh 9738 DZ | BWTR | Large Blend | 31.01% | 8.96% | 14.47% | ||
| Xkrfnjcj Hrwslxv 9162 Rgsbfn DSRDM | YQCR | Large Growth | 37.23% | 11.97% | 18.47% | ||
| Wrjdpmpc Dkqqsbv 1663 Myjvj M | YHKVJ | Large Value | 21.19% | 5.93% | 10.07% | ||
| Hgmplxvv Zmdjwlb 3678 KY | HBWR | 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.