EMOT vs. IETC ETF Comparison

Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to iShares Evolved U.S. Technology ETF (IETC)

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

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IETC

iShares Evolved U.S. Technology ETF

IETC Description

The investment seeks to provide access to U.S. companies with technology exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization technology companies. It will hold common stock of those companies that fall into the Technology Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$82.22

Average Daily Volume

19,325

Number of Holdings ^*

117

* may have additional holdings in another (foreign) market

Performance

Period	EMOT	IETC
30 Days	2.55%	3.17%
60 Days	2.77%	5.58%
90 Days	3.98%	8.32%
12 Months		39.98%

23 Overlapping Holdings

Symbol	Grade	Weight in EMOT	Weight in IETC	Overlap
AAPL	C	1.98%	2.45%	1.98%
ACN	C	2.35%	4.27%	2.35%
ADBE	C	2.13%	1.15%	1.15%
ADP	B	2.28%	0.07%	0.07%
AMZN	C	2.1%	7.6%	2.1%
AVGO	D	2.11%	11.53%	2.11%
CDNS	B	1.8%	1.88%	1.8%
CL	D	1.82%	0.04%	0.04%
CSCO	B	2.35%	1.85%	1.85%
FTNT	C	2.89%	1.26%	1.26%
GOOG	C	1.83%	1.39%	1.39%
INTU	C	2.2%	0.07%	0.07%
KLAC	D	1.45%	0.34%	0.34%
LMT	D	2.18%	0.41%	0.41%
LRCX	F	1.33%	0.16%	0.16%
MA	C	2.17%	0.94%	0.94%
META	D	2.1%	1.77%	1.77%
MSFT	F	1.79%	7.52%	1.79%
NVDA	C	2.18%	8.86%	2.18%
ORCL	B	2.47%	3.64%	2.47%
QCOM	F	1.41%	1.29%	1.29%
TXN	C	1.92%	0.29%	0.29%
VRSN	F	1.9%	2.01%	1.9%

EMOT Overweight 27 Positions Relative to IETC

Symbol	Grade	Weight
TPR	B	2.5%
WMT	A	2.36%
PM	B	2.32%
SBUX	A	2.32%
BKNG	A	2.32%
ORLY	B	2.25%
LOW	D	2.23%
UNH	C	2.23%
HD	A	2.19%
MCD	D	2.18%
SPGI	C	2.15%
BRK.A	B	2.13%
AZO	C	2.05%
CPRT	A	1.97%
MCK	B	1.94%
PEP	F	1.87%
PG	A	1.87%
HPQ	B	1.86%
YUM	B	1.85%
ZTS	D	1.84%
KO	D	1.84%
KMB	D	1.8%
MTD	D	1.58%
IDXX	F	1.53%
NKE	D	1.5%
AMAT	F	1.45%
EL	F	1.05%

EMOT Underweight 94 Positions Relative to IETC

Symbol	Grade	Weight
CRM	B	-3.91%
MSI	B	-2.42%
GOOGL	C	-2.26%
NOW	A	-2.14%
IBM	C	-2.06%
ICE	C	-1.64%
MANH	D	-1.25%
GPN	B	-1.14%
PH	A	-1.01%
TEAM	A	-0.86%
NTAP	C	-0.84%
PANW	C	-0.83%
EQIX	A	-0.77%
ADSK	A	-0.74%
SSNC	B	-0.73%
AMD	F	-0.7%
WDAY	B	-0.69%
ABNB	C	-0.66%
TTD	B	-0.64%
VRSK	A	-0.64%
ANET	C	-0.62%
PLTR	B	-0.61%
IT	C	-0.61%
TYL	B	-0.61%
ZM	B	-0.59%
CDW	F	-0.57%
MPWR	F	-0.52%
ANSS	B	-0.41%
MU	D	-0.41%
CSGP	D	-0.39%
MCO	B	-0.35%
CRWD	B	-0.35%
MSTR	C	-0.34%
G	B	-0.33%
COIN	C	-0.3%
FDS	B	-0.3%
UBER	D	-0.23%
SQ	B	-0.22%
TTEK	F	-0.21%
DASH	A	-0.21%
BAH	F	-0.2%
KEYS	A	-0.2%
SNPS	B	-0.2%
MMC	B	-0.19%
QLYS	C	-0.18%
DDOG	A	-0.18%
BSY	D	-0.17%
TRU	D	-0.17%
AKAM	D	-0.15%
HUBS	A	-0.15%
CACI	D	-0.15%
SWKS	F	-0.14%
PINS	D	-0.14%
EA	A	-0.13%
IQV	D	-0.13%
MSCI	C	-0.12%
VRT	B	-0.11%
IRM	D	-0.1%
CFLT	B	-0.1%
SLB	C	-0.1%
TER	D	-0.1%
IPG	D	-0.1%
VEEV	C	-0.1%
NDAQ	A	-0.09%
NSIT	F	-0.09%
QRVO	F	-0.07%
LPLA	A	-0.07%
SNAP	C	-0.07%
ROK	B	-0.07%
CPNG	D	-0.06%
TDY	B	-0.06%
CPAY	A	-0.06%
JNPR	F	-0.06%
SLAB	D	-0.06%
BBY	D	-0.06%
DELL	C	-0.06%
CBOE	B	-0.06%
FBIN	D	-0.06%
DXC	B	-0.05%
BILL	A	-0.05%
DOCN	D	-0.05%
ILMN	D	-0.05%
SAIC	F	-0.05%
GLW	B	-0.04%
APPN	B	-0.04%
MMS	F	-0.04%
GDDY	A	-0.02%
ZI	D	-0.02%
ENPH	F	-0.02%
XYL	D	-0.02%
RIVN	F	-0.01%
ALGN	D	-0.0%
GRAL	C	-0.0%
FTV	C	-0.0%

IETC: Top Represented Industries & Keywords

Industries: Software - Application Business Services Semiconductors Information Technology Services Software - Infrastructure Internet Content & Information Capital Markets Semiconductor Equipment & Materials Communication Equipment Diagnostics & Research Diversified Industrials Financial Data & Stock Exchanges Scientific & Technical Instruments Computer Systems Internet Content & Information Specialty Retail Advertising Agencies Aerospace & Defense Auto Manufacturers Conglomerates