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

Number of Holdings *

52

* 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 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%
7 Overlapping Holdings
Symbol Grade Weight in FMCX Weight in MOTE Overlap
AMGN D 1.11% 1.09% 1.09%
CMCSA B 1.13% 2.39% 1.13%
GILD C 0.87% 1.17% 0.87%
GOOGL C 1.77% 2.42% 1.77%
MSFT F 4.79% 1.1% 1.1%
NKE D 0.68% 0.67% 0.67%
YUM B 1.18% 2.21% 1.18%
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%
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