EMOT vs. BGIG ETF Comparison
Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to Bahl & Gaynor Income Growth ETF (BGIG)
EMOT
First Trust S&P 500 Economic Moat ETF
EMOT Description
Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index is designed to measure the performance of common stock of companies in the S&P 500® Index which are identified as having sustainable competitive advantages, or "an economic moat," as evidenced by their sustained high gross margins, sustained high return on invested capital and high market share. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$21.44
Average Daily Volume
2,420
50
BGIG
Bahl & Gaynor Income Growth ETF
BGIG Description
The fund is an actively managed exchange-traded fund ("ETF") that invests primarily in dividend-paying U.S.-listed equity securities of large capitalization companies, predominately those with a market capitalization greater than $7 billion.Grade (RS Rating)
Last Trade
$30.45
Average Daily Volume
8,396
48
Performance
Period | EMOT | BGIG |
---|---|---|
30 Days | 2.55% | 0.05% |
60 Days | 2.77% | 1.32% |
90 Days | 3.98% | 3.56% |
12 Months | 26.84% |
13 Overlapping Holdings
Symbol | Grade | Weight in EMOT | Weight in BGIG | Overlap | |
---|---|---|---|---|---|
ADP | B | 2.28% | 2.49% | 2.28% | |
AVGO | D | 2.05% | 6.42% | 2.05% | |
CSCO | B | 2.37% | 0.6% | 0.6% | |
HD | A | 2.19% | 2.93% | 2.19% | |
HPQ | B | 1.9% | 0.97% | 0.97% | |
LMT | D | 2.2% | 1.96% | 1.96% | |
MCD | D | 2.15% | 2.94% | 2.15% | |
MSFT | F | 1.77% | 2.15% | 1.77% | |
PEP | F | 1.82% | 3.25% | 1.82% | |
PG | A | 1.94% | 3.26% | 1.94% | |
QCOM | F | 1.35% | 1.17% | 1.17% | |
SBUX | A | 2.33% | 1.07% | 1.07% | |
TXN | C | 1.87% | 2.47% | 1.87% |
EMOT Overweight 37 Positions Relative to BGIG
Symbol | Grade | Weight | |
---|---|---|---|
FTNT | C | 2.87% | |
ORCL | B | 2.56% | |
WMT | A | 2.47% | |
TPR | B | 2.43% | |
PM | B | 2.39% | |
BKNG | A | 2.38% | |
ACN | C | 2.35% | |
UNH | C | 2.3% | |
ORLY | B | 2.22% | |
LOW | D | 2.2% | |
NVDA | C | 2.19% | |
MA | C | 2.17% | |
BRK.A | B | 2.16% | |
SPGI | C | 2.15% | |
META | D | 2.09% | |
INTU | C | 2.08% | |
AMZN | C | 2.05% | |
ADBE | C | 2.04% | |
AAPL | C | 2.02% | |
AZO | C | 2.02% | |
MCK | B | 2.0% | |
CPRT | A | 1.94% | |
KMB | D | 1.9% | |
CL | D | 1.9% | |
VRSN | F | 1.9% | |
KO | D | 1.89% | |
ZTS | D | 1.88% | |
GOOG | C | 1.86% | |
CDNS | B | 1.84% | |
YUM | B | 1.82% | |
IDXX | F | 1.53% | |
MTD | D | 1.51% | |
NKE | D | 1.47% | |
KLAC | D | 1.4% | |
AMAT | F | 1.35% | |
LRCX | F | 1.26% | |
EL | F | 1.08% |
EMOT Underweight 35 Positions Relative to BGIG
Symbol | Grade | Weight | |
---|---|---|---|
LLY | F | -4.48% | |
ABBV | D | -3.8% | |
WMB | A | -3.72% | |
MDLZ | F | -3.46% | |
MRK | F | -3.45% | |
PNC | B | -3.2% | |
TRV | B | -3.12% | |
NEE | D | -3.03% | |
ETN | A | -2.9% | |
MMC | B | -2.88% | |
SRE | A | -2.64% | |
CVX | A | -2.62% | |
JPM | A | -2.52% | |
APD | A | -2.01% | |
O | D | -1.87% | |
PSX | C | -1.82% | |
PAYX | C | -1.69% | |
DELL | C | -1.52% | |
GLW | B | -1.5% | |
PPL | B | -1.43% | |
ITW | B | -1.4% | |
XOM | B | -1.35% | |
KDP | D | -1.31% | |
OKE | A | -1.28% | |
CME | A | -1.2% | |
KMI | A | -1.09% | |
WEC | A | -1.06% | |
PLD | D | -1.0% | |
GD | F | -0.83% | |
RTX | C | -0.8% | |
FAST | B | -0.72% | |
NXPI | D | -0.64% | |
JNJ | D | -0.6% | |
USB | A | -0.53% | |
UPS | C | -0.51% |
EMOT: Top Represented Industries & Keywords
BGIG: Top Represented Industries & Keywords