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The Zacks Analyst Blog Highlights MOAT, SPY and LOHA
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For Immediate Release
Chicago, IL – July 13, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: VanEck Morningstar Wide Moat ETF (MOAT - Free Report) , S&P 500 ETF (SPY - Free Report) and LOHA HALO ETF (LOHA - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Time to Buy Wide-Moat & HALO ETFs?
Wall Street is caught in the midst of shifting geopolitical stances of the United States and Iran, chances of higher global inflation, weak U.S. jobs data, the possibility of stagflation in the U.S. economy, and the Fed’s likely dilemma in fixing the monetary policy amid a weakening labor market and accelerating inflation. Also, the occasional selloffs in the red-hot artificial intelligence (AI) space have been a steady concern.
Inside Geopolitical Threats
Geopolitical tensions escalated this week after Kuwait accused Iran of launching fresh missile and drone attacks, a day after the United States carried out retaliatory strikes on more than 80 Iranian military targets, including air defense systems, command centers, anti-ship missile sites and Islamic Revolutionary Guard Corps boats.
The United States said the operation was in response to Iran's attacks on three commercial vessels transiting the Strait of Hormuz, calling them a violation of the June ceasefire. Kuwait reported intercepting incoming missiles and drones.
The renewed hostilities have put the fragile ceasefire under severe strain. Iran accused Washington of breaching the agreement, and the United States defended its actions as necessary to safeguard international shipping.
President Donald Trump also declared that the ceasefire with Iran was over and signaled that the United States would reimpose its naval blockade in the Strait of Hormuz, according to CNBC.
Occasional Selloffs in the AI Space
Heightened AI skepticism in various parts of the globe, along with rising AI concentration in key U.S. equity gauges, is bothering investors. AI payoffs are yet to be realized on a full scale, while investments are growing insanely. Companies are tapping debt markets as well. So, investors are dumping AI stocks occasionally amid their exorbitant valuations.
Should You Buy Wide Moat ETFs?
Against the abovementioned uncertain investing backdrop, safer investment options appear lucrative. Investors are not bearish on U.S. equities thoroughly. Many still plan to hold stocks but are adjusting their high expectations after a strong decade.
Many may be interested in playing quality stocks and exchange-traded funds (ETFs), for example, wide-moat stocks and ETFs.
In the world of investing, "moat stocks" refer to companies that possess strong competitive advantages. The term was popularized by legendary investor Warren Buffett, who said that he seeks "economic castles protected by unbreachable moats.”
Over the past five years, VanEck Morningstar Wide Moat ETF has been up 40% compared with 71% gains in the S&P 500 (as of July 8, 2026). Although MOAT ETF has underperformed the S&P 500 in most cases, high moat stocks and ETFs give investors peace during times of uncertainty. Over the past month, MOAT has added more than 2% while the S&P 500 ETF has advanced 1.1%. Over the past week, MOAT has topped SPY marginally.
It means that if the mastery of the “Magnificent 7” stocks in the S&P 500 wanes at some point in time and the index starts to lose its luster, quality ETFs like MOAT may rule and save your portfolio in difficult times.
Tap HALO ETF: Here’s Why
Heavy Asset, Low Obsolescence (HALO) stocks are exclusively positioned to survive the constant threat of AI disruption. “HALO stocks are companies built on tangible, hard-to-replicate physical infrastructure and entrenched operating footprints, making their economic moats inherently resistant to breakthroughs in artificial intelligence,” per Roundhill Investments.
LOHA HALO ETFis built on this concept. LOHA seeks to track the performance of the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index.Cash flows are backed by essential demand, regulated frameworks, or long-term contracts.
The fund is insulated from AI-driven disruption, with physical assets and essential services that large language models or agentic AI cannot easily dislocate. No stock accounts for more than 1.17% of the fund. Industrials (37.46%), Materials (15.96%) and Consumer Staples (15.85%) are the top three sectors of the fund.
According to Goldman Sachs Group Inc. strategists, capital-intensive companies have significantly outperformed peers that are more reliant on human or digital assets. "Going forward, we expect returns to be increasingly driven by earnings," per a Business Insider article, as quoted on Yahoo Finance.
“Investors remain under-positioned for a world in which physical assets, infrastructure and industrial capacity regain strategic importance,” the team, including Guillaume Jaisson, said, referring to a group classified as “HALO,” the same source mentioned.
Boost Your Portfolio with Our Top ETF Insights
Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.
Don’t miss out on this valuable resource. It’s free!
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
View the Zacks #1 Rank List
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The Zacks Analyst Blog Highlights MOAT, SPY and LOHA
For Immediate Release
Chicago, IL – July 13, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: VanEck Morningstar Wide Moat ETF (MOAT - Free Report) , S&P 500 ETF (SPY - Free Report) and LOHA HALO ETF (LOHA - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Time to Buy Wide-Moat & HALO ETFs?
Wall Street is caught in the midst of shifting geopolitical stances of the United States and Iran, chances of higher global inflation, weak U.S. jobs data, the possibility of stagflation in the U.S. economy, and the Fed’s likely dilemma in fixing the monetary policy amid a weakening labor market and accelerating inflation. Also, the occasional selloffs in the red-hot artificial intelligence (AI) space have been a steady concern.
Inside Geopolitical Threats
Geopolitical tensions escalated this week after Kuwait accused Iran of launching fresh missile and drone attacks, a day after the United States carried out retaliatory strikes on more than 80 Iranian military targets, including air defense systems, command centers, anti-ship missile sites and Islamic Revolutionary Guard Corps boats.
The United States said the operation was in response to Iran's attacks on three commercial vessels transiting the Strait of Hormuz, calling them a violation of the June ceasefire. Kuwait reported intercepting incoming missiles and drones.
The renewed hostilities have put the fragile ceasefire under severe strain. Iran accused Washington of breaching the agreement, and the United States defended its actions as necessary to safeguard international shipping.
President Donald Trump also declared that the ceasefire with Iran was over and signaled that the United States would reimpose its naval blockade in the Strait of Hormuz, according to CNBC.
Occasional Selloffs in the AI Space
Heightened AI skepticism in various parts of the globe, along with rising AI concentration in key U.S. equity gauges, is bothering investors. AI payoffs are yet to be realized on a full scale, while investments are growing insanely. Companies are tapping debt markets as well. So, investors are dumping AI stocks occasionally amid their exorbitant valuations.
Should You Buy Wide Moat ETFs?
Against the abovementioned uncertain investing backdrop, safer investment options appear lucrative. Investors are not bearish on U.S. equities thoroughly. Many still plan to hold stocks but are adjusting their high expectations after a strong decade.
Many may be interested in playing quality stocks and exchange-traded funds (ETFs), for example, wide-moat stocks and ETFs.
In the world of investing, "moat stocks" refer to companies that possess strong competitive advantages. The term was popularized by legendary investor Warren Buffett, who said that he seeks "economic castles protected by unbreachable moats.”
Over the past five years, VanEck Morningstar Wide Moat ETF has been up 40% compared with 71% gains in the S&P 500 (as of July 8, 2026). Although MOAT ETF has underperformed the S&P 500 in most cases, high moat stocks and ETFs give investors peace during times of uncertainty. Over the past month, MOAT has added more than 2% while the S&P 500 ETF has advanced 1.1%. Over the past week, MOAT has topped SPY marginally.
It means that if the mastery of the “Magnificent 7” stocks in the S&P 500 wanes at some point in time and the index starts to lose its luster, quality ETFs like MOAT may rule and save your portfolio in difficult times.
Tap HALO ETF: Here’s Why
Heavy Asset, Low Obsolescence (HALO) stocks are exclusively positioned to survive the constant threat of AI disruption. “HALO stocks are companies built on tangible, hard-to-replicate physical infrastructure and entrenched operating footprints, making their economic moats inherently resistant to breakthroughs in artificial intelligence,” per Roundhill Investments.
LOHA HALO ETFis built on this concept. LOHA seeks to track the performance of the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index.Cash flows are backed by essential demand, regulated frameworks, or long-term contracts.
The fund is insulated from AI-driven disruption, with physical assets and essential services that large language models or agentic AI cannot easily dislocate. No stock accounts for more than 1.17% of the fund. Industrials (37.46%), Materials (15.96%) and Consumer Staples (15.85%) are the top three sectors of the fund.
According to Goldman Sachs Group Inc. strategists, capital-intensive companies have significantly outperformed peers that are more reliant on human or digital assets. "Going forward, we expect returns to be increasingly driven by earnings," per a Business Insider article, as quoted on Yahoo Finance.
“Investors remain under-positioned for a world in which physical assets, infrastructure and industrial capacity regain strategic importance,” the team, including Guillaume Jaisson, said, referring to a group classified as “HALO,” the same source mentioned.
Boost Your Portfolio with Our Top ETF Insights
Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.
Don’t miss out on this valuable resource. It’s free!
Get it now >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.