MOTE vs. OSCV ETF Comparison

Comparison of VanEck Morningstar ESG Moat ETF (MOTE) to Opus Small Cap Value Plus ETF (OSCV)
MOTE

VanEck Morningstar ESG Moat ETF

MOTE Description

VanEck Morningstar ESG Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Morningstar US Sustainability Moat Focus Index. The fund was formed on October 5, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.28

Average Daily Volume

349

Number of Holdings *

59

* may have additional holdings in another (foreign) market
OSCV

Opus Small Cap Value Plus ETF

OSCV Description The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$35.25

Average Daily Volume

52,643

Number of Holdings *

71

* may have additional holdings in another (foreign) market
Performance
Period MOTE OSCV
30 Days -1.44% 1.73%
60 Days -1.72% 0.91%
90 Days 2.41% 5.35%
12 Months 14.81% 18.07%
0 Overlapping Holdings
Symbol Grade Weight in MOTE Weight in OSCV Overlap
MOTE Overweight 59 Positions Relative to OSCV
Symbol Grade Weight
GOOGL B 3.08%
DIS D 2.93%
ECL A 2.84%
TER A 2.81%
TYL A 2.77%
ICE D 2.71%
ALLE D 2.59%
TMO B 2.56%
STZ C 2.48%
VEEV D 2.48%
CME D 2.45%
YUM D 2.39%
ADSK D 2.32%
CSCO D 2.19%
ZBH D 2.16%
CLX D 2.15%
ROK D 2.15%
CMCSA D 2.14%
GWRE B 1.94%
GILD F 1.91%
TW B 1.84%
MKTX F 1.73%
AMAT C 1.66%
MPWR B 1.65%
INTU D 1.64%
AXP A 1.6%
KLAC A 1.56%
CRM D 1.53%
NOW D 1.5%
TRU B 1.48%
BK A 1.39%
EMR B 1.39%
MA D 1.38%
A B 1.34%
FTNT F 1.3%
BLK C 1.3%
ADI A 1.29%
MSFT C 1.28%
MAS D 1.27%
OTIS C 1.23%
LOW D 1.22%
LNG D 1.21%
NTRS B 1.21%
STT B 1.21%
PEP B 1.2%
EFX D 1.18%
HOG D 1.18%
MDT C 1.18%
MDLZ B 1.12%
ROP D 1.1%
K B 1.05%
CPB B 1.05%
KEYS D 1.04%
NKE F 0.92%
VRSN F 0.9%
SBUX F 0.86%
BIIB C 0.85%
ETSY F 0.79%
PII F 0.79%
MOTE Underweight 71 Positions Relative to OSCV
Symbol Grade Weight
ENSG D -2.91%
CASY A -2.44%
KBH B -2.41%
VVV D -2.36%
CHE D -2.36%
TXRH A -2.33%
LECO D -2.26%
TTEK A -2.23%
CHRD B -2.14%
NOG C -2.03%
OC A -1.96%
ICFI B -1.81%
UFPI B -1.8%
THG A -1.79%
FIX B -1.73%
PRI D -1.71%
KAI D -1.67%
CODI D -1.64%
EHC A -1.62%
ACA A -1.55%
OTTR B -1.52%
KFRC D -1.48%
GNTX D -1.46%
CW A -1.46%
ATR B -1.42%
HP F -1.39%
CWT B -1.38%
MUSA A -1.34%
EGP D -1.34%
SPNS B -1.33%
SBCF B -1.32%
EPRT A -1.25%
LKFN C -1.24%
EFSC B -1.24%
HWKN B -1.23%
POOL D -1.16%
GGG D -1.14%
HOMB B -1.13%
SYBT B -1.12%
LSTR C -1.12%
ASH A -1.12%
CIVI B -1.11%
NJR B -1.1%
OSBC B -1.08%
GABC D -1.08%
HCKT F -1.06%
WTBA B -1.06%
GPK C -1.05%
EVTC D -1.04%
LADR B -1.01%
BYD F -0.99%
CPA C -0.99%
SCI D -0.98%
AMH C -0.96%
KRP C -0.96%
TRNO D -0.91%
KMPR B -0.91%
MSM D -0.87%
BRKR D -0.86%
ADC B -0.82%
RICK F -0.82%
DOX F -0.81%
HIFS B -0.8%
WASH B -0.74%
FELE C -0.73%
APLE D -0.71%
NSA C -0.69%
VAC C -0.69%
FCPT B -0.64%
CHCT F -0.41%
AUDC F -0.27%
Compare ETFs