BSMC vs. MOTE ETF Comparison
Comparison of Brandes U.S. Small-Mid Cap Value ETF (BSMC) to VanEck Morningstar ESG Moat ETF (MOTE)
BSMC
Brandes U.S. Small-Mid Cap Value ETF
BSMC Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies with small- and mid-market capitalizations (market value of publicly traded equity securities).
Grade (RS Rating)
Last Trade
$31.87
Average Daily Volume
8,977
Number of Holdings
*
64
* may have additional holdings in another (foreign) market
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
$29.55
Average Daily Volume
398
Number of Holdings
*
62
* may have additional holdings in another (foreign) market
Performance
| Period | BSMC | MOTE |
|---|---|---|
| 30 Days | 4.56% | 2.25% |
| 60 Days | 2.90% | 3.24% |
| 90 Days | 3.86% | 5.31% |
| 12 Months | 23.55% | 25.23% |
BSMC Overweight 61 Positions Relative to MOTE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTGR | B | 3.1% | |
| DOX | D | 2.93% | |
| PINC | B | 2.78% | |
| ERJ | B | 2.71% | |
| EPC | D | 2.39% | |
| TAP | C | 2.2% | |
| DGX | A | 2.14% | |
| CFG | B | 2.13% | |
| IPGP | D | 2.05% | |
| HCSG | C | 1.97% | |
| MD | B | 1.92% | |
| NPK | B | 1.9% | |
| UNF | B | 1.88% | |
| EQC | B | 1.76% | |
| IPG | D | 1.74% | |
| INGR | B | 1.69% | |
| TXT | D | 1.68% | |
| OMF | A | 1.67% | |
| KMT | B | 1.64% | |
| SEIC | B | 1.61% | |
| FFIV | B | 1.58% | |
| MOG.A | B | 1.57% | |
| IMKTA | C | 1.53% | |
| GRFS | C | 1.49% | |
| PAHC | C | 1.49% | |
| ELAN | D | 1.46% | |
| UTHR | C | 1.33% | |
| QRVO | F | 1.32% | |
| SMG | D | 1.25% | |
| XRAY | F | 1.2% | |
| WTW | B | 1.18% | |
| PBH | A | 1.15% | |
| ORI | A | 1.14% | |
| WHR | B | 1.14% | |
| SHC | F | 1.1% | |
| PHG | D | 1.09% | |
| KNX | B | 1.06% | |
| FTRE | D | 1.05% | |
| LEVI | F | 1.04% | |
| OGN | D | 1.03% | |
| WKC | D | 1.01% | |
| SEB | F | 0.99% | |
| SON | D | 0.98% | |
| SXT | B | 0.98% | |
| SCHL | D | 0.96% | |
| WTM | A | 0.92% | |
| ARLO | C | 0.92% | |
| LANC | C | 0.89% | |
| WMK | C | 0.89% | |
| CPB | D | 0.88% | |
| CNA | B | 0.86% | |
| AVT | C | 0.86% | |
| SEE | C | 0.85% | |
| HSIC | B | 0.81% | |
| SKX | D | 0.77% | |
| ARW | D | 0.73% | |
| KELYA | F | 0.61% | |
| AGCO | D | 0.52% | |
| TKR | D | 0.5% | |
| LSTR | D | 0.4% | |
| HTLD | B | 0.34% |
BSMC Underweight 59 Positions Relative to MOTE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRU | D | -3.01% | |
| TYL | B | -2.97% | |
| EMR | A | -2.86% | |
| ADSK | A | -2.8% | |
| NTRS | A | -2.74% | |
| ALLE | D | -2.69% | |
| ICE | C | -2.65% | |
| VEEV | C | -2.55% | |
| MAS | D | -2.55% | |
| DIS | B | -2.44% | |
| GOOGL | C | -2.42% | |
| CMCSA | B | -2.39% | |
| CME | A | -2.36% | |
| EFX | F | -2.31% | |
| YUM | B | -2.21% | |
| PEP | F | -2.17% | |
| STZ | D | -2.1% | |
| TMO | F | -2.1% | |
| AXP | A | -1.87% | |
| FTNT | C | -1.81% | |
| BK | A | -1.68% | |
| NOW | A | -1.59% | |
| CRM | B | -1.56% | |
| BLK | C | -1.51% | |
| LNG | B | -1.47% | |
| WDAY | B | -1.43% | |
| USB | A | -1.42% | |
| WAT | B | -1.38% | |
| PANW | C | -1.37% | |
| LOW | D | -1.33% | |
| MA | C | -1.3% | |
| ECL | D | -1.27% | |
| ADBE | C | -1.27% | |
| CSCO | B | -1.25% | |
| APD | A | -1.24% | |
| CSX | B | -1.2% | |
| OTIS | C | -1.19% | |
| JKHY | D | -1.19% | |
| AMAT | F | -1.18% | |
| CLX | B | -1.18% | |
| SYY | B | -1.17% | |
| ADI | D | -1.17% | |
| GILD | C | -1.17% | |
| KLAC | D | -1.13% | |
| TROW | B | -1.12% | |
| TER | D | -1.12% | |
| MSFT | F | -1.1% | |
| AMGN | D | -1.09% | |
| MDT | D | -1.09% | |
| HOG | D | -1.08% | |
| A | D | -1.08% | |
| CSGP | D | -1.07% | |
| SBUX | A | -1.05% | |
| ROK | B | -1.03% | |
| ROP | B | -1.02% | |
| MKTX | D | -1.01% | |
| MDLZ | F | -0.97% | |
| VRSN | F | -0.84% | |
| NKE | D | -0.67% |
BSMC: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diagnostics & Research
Packaged Foods
Software - Infrastructure
Apparel Manufacturing
Asset Management
Biotechnology
Drug Manufacturers - Specialty & Generic
Grocery Stores
Insurance - Property & Casualty
Medical Distribution
Packaging & Containers
Specialty Chemicals
Tools & Accessories
Trucking
Advertising Agencies
Agricultural Inputs
Banks - Regional - US
Beverages - Brewers
Business Services
MOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Asset Management
Business Services
Diagnostics & Research
Diversified Industrials
Semiconductor Equipment & Materials
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Internet Content & Information
Medical Devices
Restaurants
Specialty Chemicals
Banks - Regional - US
Beverages - Soft Drinks
Beverages - Wineries & Distilleries
Building Materials
Capital Markets
Chemicals
Communication Equipment
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