MGRO vs. TBLU ETF Comparison
Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO) to Tortoise Global Water ESG Fund (TBLU)
MGRO
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF
MGRO Description
The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.
Grade (RS Rating)
Last Trade
$31.38
Average Daily Volume
272
38
TBLU
Tortoise Global Water ESG Fund
TBLU Description
The investment seeks investment results that correspond generally to the price and distribution rate (total return) performance of the Tortoise Global Water ESG Net Total Return IndexSM. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by its name (i.e., Water Companies). The index is a proprietary rules-based, modified market capitalization weighted, float adjusted index designed to track the overall performance of equity securities of global Water Companies listed on developed country exchanges. The fund is non-diversified.Grade (RS Rating)
Last Trade
$42.95
Average Daily Volume
4,107
22
Performance
Period | MGRO | TBLU |
---|---|---|
30 Days | 1.52% | -1.99% |
60 Days | 1.88% | 4.49% |
90 Days | 3.64% | 16.24% |
12 Months |
1 Overlapping Holdings
Symbol | Grade | Weight in MGRO | Weight in TBLU | Overlap | |
---|---|---|---|---|---|
IEX | B | 2.45% | 2.92% | 2.45% |
MGRO Overweight 37 Positions Relative to TBLU
Symbol | Grade | Weight | |
---|---|---|---|
CRM | B | 5.65% | |
ADSK | A | 5.42% | |
TRU | D | 4.81% | |
ROK | B | 4.61% | |
AMZN | C | 4.56% | |
VEEV | C | 4.31% | |
ADBE | C | 4.11% | |
A | D | 4.0% | |
MKTX | D | 3.15% | |
FTNT | C | 3.14% | |
EL | F | 2.86% | |
ALLE | D | 2.7% | |
OTIS | C | 2.68% | |
TYL | B | 2.63% | |
GOOGL | C | 2.33% | |
WST | C | 2.22% | |
KEYS | A | 2.21% | |
WDAY | B | 2.2% | |
ZBH | C | 2.18% | |
STZ | D | 2.18% | |
VRSN | F | 2.15% | |
MSFT | F | 2.13% | |
EFX | F | 2.1% | |
CTVA | C | 2.09% | |
YUM | B | 1.99% | |
HII | D | 1.99% | |
CLX | B | 1.72% | |
WAT | B | 1.56% | |
DIS | B | 1.5% | |
ETSY | D | 1.08% | |
GEHC | F | 0.95% | |
NKE | D | 0.84% | |
TER | D | 0.83% | |
BIO | D | 0.81% | |
LRCX | F | 0.79% | |
ICE | C | 0.45% | |
TMO | F | 0.26% |
MGRO Underweight 21 Positions Relative to TBLU
MGRO: Top Represented Industries & Keywords
TBLU: Top Represented Industries & Keywords