MOAT vs. IHI ETF Comparison

Comparison of Market Vectors Wide Moat ETF (MOAT) to iShares U.S. Medical Devices ETF (IHI)
MOAT

Market Vectors Wide Moat ETF

MOAT Description

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexSM (the "Wide Moat Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar" or the "Wide Moat Index Provider") determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$97.45

Average Daily Volume

661,978

Number of Holdings *

53

* may have additional holdings in another (foreign) market
IHI

iShares U.S. Medical Devices ETF

IHI Description The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.35

Average Daily Volume

474,243

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period MOAT IHI
30 Days 1.11% 1.53%
60 Days 2.13% 1.70%
90 Days 3.74% 3.82%
12 Months 25.88% 21.31%
2 Overlapping Holdings
Symbol Grade Weight in MOAT Weight in IHI Overlap
GEHC F 1.14% 4.38% 1.14%
ZBH C 2.37% 2.69% 2.37%
MOAT Overweight 51 Positions Relative to IHI
Symbol Grade Weight
CRM B 3.14%
BMY B 3.0%
GILD C 2.97%
ADSK A 2.94%
EMR A 2.87%
USB A 2.78%
MKTX D 2.73%
BIO D 2.72%
KVUE A 2.69%
DIS B 2.69%
TRU D 2.69%
MO A 2.62%
VEEV C 2.57%
ALLE D 2.54%
CTVA C 2.48%
ADBE C 2.36%
CPB D 2.29%
A D 2.21%
PFE D 2.1%
IFF D 2.06%
NKE D 2.05%
BA F 1.87%
HII D 1.82%
FTNT C 1.73%
EL F 1.56%
SCHW B 1.51%
WDAY B 1.44%
CLX B 1.44%
WAT B 1.4%
GOOGL C 1.39%
IEX B 1.39%
AMZN C 1.37%
APD A 1.36%
HON B 1.35%
SBUX A 1.33%
NOC D 1.32%
CMCSA B 1.3%
MAS D 1.29%
OTIS C 1.29%
RTX C 1.25%
UPS C 1.24%
ROK B 1.24%
KEYS A 1.23%
MSFT F 1.21%
EFX F 1.2%
LRCX F 1.17%
NXPI D 1.16%
TMO F 1.04%
MCHP D 1.02%
TER D 0.97%
ETSY D 0.91%
MOAT Underweight 46 Positions Relative to IHI
Symbol Grade Weight
ABT B -16.82%
ISRG A -15.61%
SYK C -11.15%
BSX B -4.67%
EW C -4.42%
MDT D -4.31%
BDX F -4.29%
RMD C -4.04%
IDXX F -3.82%
DXCM D -3.56%
STE F -2.54%
PODD C -2.14%
HOLX D -2.14%
BAX D -1.91%
PEN B -1.08%
GMED A -1.07%
TFX F -1.06%
GKOS B -0.89%
MASI A -0.83%
INSP D -0.6%
PRCT B -0.54%
ITGR B -0.52%
AXNX C -0.42%
NVST B -0.41%
LIVN F -0.33%
TMDX F -0.31%
NARI C -0.3%
ENOV C -0.3%
IRTC D -0.29%
CNMD C -0.26%
QDEL F -0.25%
OMCL C -0.25%
LMAT A -0.24%
TNDM F -0.21%
ATRC C -0.2%
NVCR C -0.19%
IART C -0.18%
AORT B -0.12%
ATEC C -0.1%
OFIX B -0.08%
AXGN D -0.07%
VREX C -0.07%
SIBN F -0.06%
SRDX B -0.06%
FNA C -0.05%
TMCI D -0.04%
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