EMOT vs. SPMV ETF Comparison

Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to Invesco S&P 500 Minimum Variance ETF (SPMV)

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

SPMV

Invesco S&P 500 Minimum Variance ETF

SPMV Description

The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of a subset of constituent securities of the S&P 500 Index using a managed volatility equity strategy that seeks to achieve lower total volatility than the S&P 500 ® Index, while maintaining other similar characteristics of the S&P 500 ® Index.

Grade (RS Rating)

Last Trade

$47.62

Average Daily Volume

711

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EMOT	SPMV
30 Days	2.55%	1.14%
60 Days	2.77%	2.01%
90 Days	3.98%	4.46%
12 Months		26.03%

18 Overlapping Holdings

Symbol	Grade	Weight in EMOT	Weight in SPMV	Overlap
AAPL	C	1.98%	2.9%	1.98%
ACN	C	2.35%	0.31%	0.31%
ADBE	C	2.13%	2.1%	2.1%
AMZN	C	2.1%	3.25%	2.1%
AVGO	D	2.11%	2.12%	2.11%
BRK.A	B	2.13%	2.92%	2.13%
CSCO	B	2.35%	3.34%	2.35%
GOOG	C	1.83%	0.58%	0.58%
HD	A	2.19%	2.22%	2.19%
IDXX	F	1.53%	0.37%	0.37%
INTU	C	2.2%	0.75%	0.75%
META	D	2.1%	0.33%	0.33%
MSFT	F	1.79%	2.85%	1.79%
NVDA	C	2.18%	3.54%	2.18%
ORCL	B	2.47%	2.17%	2.17%
PG	A	1.87%	2.72%	1.87%
QCOM	F	1.41%	2.79%	1.41%
ZTS	D	1.84%	1.64%	1.64%

EMOT Overweight 32 Positions Relative to SPMV

Symbol	Grade	Weight
FTNT	C	2.89%
TPR	B	2.5%
WMT	A	2.36%
PM	B	2.32%
SBUX	A	2.32%
BKNG	A	2.32%
ADP	B	2.28%
ORLY	B	2.25%
LOW	D	2.23%
UNH	C	2.23%
MCD	D	2.18%
LMT	D	2.18%
MA	C	2.17%
SPGI	C	2.15%
AZO	C	2.05%
CPRT	A	1.97%
MCK	B	1.94%
TXN	C	1.92%
VRSN	F	1.9%
PEP	F	1.87%
HPQ	B	1.86%
YUM	B	1.85%
KO	D	1.84%
CL	D	1.82%
CDNS	B	1.8%
KMB	D	1.8%
MTD	D	1.58%
NKE	D	1.5%
KLAC	D	1.45%
AMAT	F	1.45%
LRCX	F	1.33%
EL	F	1.05%

EMOT Underweight 57 Positions Relative to SPMV

Symbol	Grade	Weight
GEV	B	-3.53%
TMUS	B	-3.38%
AON	A	-3.09%
ABT	B	-2.79%
MMC	B	-2.74%
AJG	B	-2.63%
CB	C	-2.58%
MDLZ	F	-2.5%
MRK	F	-2.43%
VRTX	F	-2.42%
NOW	A	-1.76%
AMT	D	-1.76%
VRSK	A	-1.69%
CRM	B	-1.63%
PGR	A	-1.61%
NEE	D	-1.59%
GIS	D	-1.49%
SRE	A	-1.49%
DUK	C	-1.3%
JNJ	D	-1.18%
REGN	F	-1.13%
HSY	F	-1.05%
PFE	D	-1.02%
TRV	B	-0.98%
AEE	A	-0.97%
TDY	B	-0.94%
VZ	C	-0.93%
AEP	D	-0.91%
BRO	B	-0.81%
MKC	D	-0.75%
CCI	D	-0.7%
XOM	B	-0.68%
LLY	F	-0.67%
RTX	C	-0.65%
JPM	A	-0.61%
RSG	A	-0.54%
IBM	C	-0.53%
TJX	A	-0.5%
SO	D	-0.47%
ELV	F	-0.46%
NEM	D	-0.44%
TSN	B	-0.42%
HRL	D	-0.38%
AMGN	D	-0.32%
BIIB	F	-0.31%
KHC	F	-0.29%
T	A	-0.28%
ADM	D	-0.25%
AIG	B	-0.25%
PCG	A	-0.24%
ACGL	D	-0.23%
CVS	D	-0.22%
XEL	A	-0.19%
TRMB	B	-0.1%
GILD	C	-0.09%
GD	F	-0.06%
BA	F	-0.04%