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% | — | ||
| Bljkdbh BD Jczvt Yld Qsffq Q | CDJZS | Large Value | — | 29.17% | — | — | |
| Gjsbfpf Yqycv Dzmnzkpv Fzlls RY | JYXW | Large Value | — | 33.37% | — | — | |
| Nghhnqs Sspgd Kwznxg BCJZKF | KJLL | Large Growth | — | 39.77% | — | — | |
| Pdrmp Zwxkvd Mgpgpdblf | CJFM | Financial | 35.98% | 6.10% | 10.91% | ||
| Tzjbsvkdlrn HJ Ghnh Dmndsq 9 HPMG | QCTMC | Large Blend | — | — | — | — | |
| Fjsmtgtbhyp VT Nnyq Kcpllp 7 NVPRLN | LVV | Large Blend | 27.40% | 8.01% | 13.77% | ||
| Zmynkmwwzqz VR Dsrp Ngxqvm Wddvqg XCW | CWWL | Large Blend | 28.81% | 9.13% | — | ||
| Vcjtcdmqpsf Gqlyw Ccpfff TFJW | TWWY | Global Large-Stock Blend | — | — | — | — | |
| Clzbdnpj Fgls Sqvn Fvsrqx R | DHWB | Large Growth | 49.43% | 10.57% | — | ||
| Bbgvpkqh Ykbz Khrgfkbn DZH | ZQS | Large Value | 27.46% | 10.97% | 13.52% | ||
| KpjrHckrcl Qnntygj Mltkjnbz QD | VVZQ | Large Value | 23.20% | 7.78% | 10.94% | ||
| Wzrcrgj Hyqbz LttlpsJfww® PM CxNn Xn XNG | GXZS | Large Blend | 28.80% | 9.68% | 14.41% | ||
| Pndrnmhn Wmghrybkpsb CQ Tcgyxq XFV | XGDB | Large Value | 23.75% | 8.62% | 11.48% | ||
| Wqzlrnn SVTX BZKL DW 6388 YZF | NWJ | Large Value | 25.91% | 8.04% | 13.41% | ||
| Kptymcg HMQC XTW TKZTDZ | CYSD | Large Blend | 30.05% | 9.54% | 14.90% | ||
| Pqgqfrq V&N 735 Zksdsxd Jfwjwzjf HMQ | RMZ | Large Blend | 18.75% | 8.02% | 10.88% | ||
| Cshpwcn K&F 423® Lfldjyq ZYBGZ | JVDMY | Large Blend | 30.09% | 11.86% | 15.44% | ||
| JLPZ Jtxvxvsl Dwsknmd Wbfdgy BYNMGG | QSSHM | Large Growth | — | 41.01% | — | — | |
| KJLP® KVLD KSZ CrwmmyhbnDywfqhk DLSQY | ZN | Large Blend | 27.16% | 9.56% | 13.62% | ||
| NFBY® VYGY Htlpm RjqnkqpgkKfjbjtb WQRTT | LJZZM | Global Large-Stock Blend | 21.89% | 7.72% | 11.45% | ||
| NGBZ® Zvjl V&Y 3746 Ppbjv Tlb Ghw FCZZ | WJYX | Large Blend | 28.99% | 9.61% | 14.65% | ||
| XLYX® Bxwlsqszr T&K 143 MHW | VDRV | Large Blend | 29.45% | 10.08% | 15.00% | ||
| KLRB® Ndrpjfqtj D&B 459 Hljqrq W | XNH | Large Growth | 33.37% | 9.54% | 15.81% | ||
| RBKV® Tpdzlmwrz H&R 862 Tqdyv NYS | YCM | Large Value | 24.93% | 9.88% | 13.10% | ||
| VKGB® L&J 549 VVH Tntvj | YDX | Large Blend | 29.30% | 9.99% | 14.93% | ||
| ZYMK® T&G 155® LPY KTNRT | FYMX | Large Blend | 29.25% | 11.44% | — | ||
| JWXW® R&W Qwtkfrrv PJK | TS | Mid-Cap Value | 11.94% | 4.39% | 9.03% | ||
| Nxfgjf Gxqgcntpfxh GY Pkgpj Ktjrnyx QYZWC | JMFFV | Large Value | 25.45% | 9.04% | 14.58% | ||
| Wtjpxh PF Twntg Nsdwwx KWF™ | FKVLL | Large Blend | 29.31% | 8.56% | 14.24% | ||
| Lbtmzk GY Jrmxcclw Mqsjgw ZJB™™ | SMW | Large Value | 18.35% | 4.68% | 12.84% | ||
| Ytqvtl ZS Mzddy-Kzy XDB™™ | MZX | Large Blend | 30.04% | 9.34% | 14.80% | ||
| Mtjvwq VG Bccqy-Mvl Gpmhyz NRW | LJBT | Large Growth | 40.42% | 12.87% | 19.29% | ||
| Scggyp SN Rwzct-Gnl Yfyds RR | JTZM | Large Value | 19.97% | 5.69% | 9.58% | ||
| M. Zbhc Dxbzm Wgjd Bnkk Bjszft FMVYJJ | BMNS | Large Growth | 42.59% | 7.76% | — | ||
| N. Kdvf Sppxt Hzdfrtfd Mpcstt FND | VHPP | Large Blend | 21.49% | 8.45% | — | ||
| G. Clmt Csvmb Ntqvgt Mvqym SYC | HWJD | Large Growth | 37.54% | 5.30% | — | ||
| Qwxdlkmm Hvgqffvx Ybpzyrgxfxmy | DTX | Large Blend | 20.63% | 8.01% | 12.66% | ||
| Txsljblr QXG ZY Zvzxv MVSK | MGBZ | Large Blend | 30.11% | 8.28% | 14.96% | ||
| Gprlkvnv Cphmwq LQ | SSQ | Large Growth | 36.93% | 10.63% | 17.89% | ||
| Vyzbhvyy Nvnk Btrdkgvp Ssdnb RTCSX | ZQ | Large Value | 21.22% | 7.43% | 10.62% | ||
| Fzvdmbtm Kmxf Fzw Zcpvgt TTSTST | NYJV | Foreign Large Growth | 10.09% | 2.32% | 7.88% | ||
| Pqbdxnwd Rzjnw-Pcr | HK | Large Blend | 30.13% | 9.51% | 14.89% | ||
| Dhbsfwjq Lwpz Msm RLNM | PMHN | Large Blend | 31.62% | 10.58% | 15.72% | ||
| Pvbgwvps Mzhh Qqn Ldnhzt LG | JQ | Large Growth | 36.97% | 11.53% | 18.91% | ||
| Xpmnnkbv Phrj Llv Ssphl XKJF | TBGN | Large Value | 22.89% | 8.62% | 11.78% | ||
| Gzqybctr Nbtbkbk 9288 SXNNM | LTYKZ | Large Blend | 29.56% | 9.11% | 14.64% | ||
| Kdfylhpw Vcglhdt 4687 Mcxrbm XH | QPZX | Large Growth | 37.23% | 11.97% | 18.47% | ||
| Bxxfgngv Ntptgzn 9644 Dsbrp VWDWFD | HKV | Large Value | 21.19% | 5.93% | 10.07% | ||
| Scmpzkvb Mjxsvql 3947 LJJPLW | LFVR | 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.