FMCX vs. MOTE ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to VanEck Morningstar ESG Moat ETF (MOTE)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$32.39
Average Daily Volume
75
52
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
62
Performance
Period | FMCX | MOTE |
---|---|---|
30 Days | 3.30% | 2.25% |
60 Days | 4.89% | 3.24% |
90 Days | 8.18% | 5.31% |
12 Months | 26.68% | 25.23% |
FMCX Overweight 45 Positions Relative to MOTE
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 6.93% | |
UNH | C | 6.84% | |
KKR | A | 6.14% | |
IAC | D | 5.35% | |
AMZN | C | 5.01% | |
GDDY | A | 4.98% | |
LBRDK | C | 4.24% | |
LSXMK | D | 4.22% | |
GGG | B | 3.98% | |
PYPL | B | 3.9% | |
MTCH | D | 3.18% | |
LSXMA | D | 1.79% | |
LBRDA | C | 1.74% | |
PG | A | 1.3% | |
PM | B | 1.21% | |
MCD | D | 1.12% | |
KEYS | A | 1.06% | |
VUSB | A | 0.92% | |
ICSH | A | 0.92% | |
CL | D | 0.85% | |
MO | A | 0.84% | |
ENTG | D | 0.82% | |
ARWR | F | 0.72% | |
HON | B | 0.6% | |
DHR | F | 0.55% | |
GOOG | C | 0.5% | |
BAX | D | 0.47% | |
YUMC | C | 0.42% | |
MUSA | A | 0.4% | |
SPGI | C | 0.37% | |
MTX | B | 0.33% | |
KEX | C | 0.33% | |
EQR | B | 0.3% | |
JPM | A | 0.3% | |
MUR | D | 0.25% | |
V | A | 0.21% | |
FWONK | B | 0.21% | |
BKNG | A | 0.19% | |
FLWS | F | 0.15% | |
GD | F | 0.13% | |
BATRK | C | 0.11% | |
PNR | A | 0.1% | |
FWONA | B | 0.05% | |
VMEO | B | 0.03% | |
BATRA | F | 0.02% |
FMCX Underweight 55 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% | |
CME | A | -2.36% | |
EFX | F | -2.31% | |
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% | |
STT | A | -1.44% | |
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% | |
KLAC | D | -1.13% | |
TROW | B | -1.12% | |
TER | D | -1.12% | |
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% | |
ZBH | C | -1.02% | |
IFF | D | -1.02% | |
MKTX | D | -1.01% | |
MDLZ | F | -0.97% | |
VRSN | F | -0.84% |
FMCX: Top Represented Industries & Keywords
MOTE: Top Represented Industries & Keywords