MOAT vs. QUVU ETF Comparison

Comparison of Market Vectors Wide Moat ETF (MOAT) to Hartford Quality Value ETF (QUVU)
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
QUVU

Hartford Quality Value ETF

QUVU Description Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Grade (RS Rating)

Last Trade

$26.85

Average Daily Volume

5,461

Number of Holdings *

64

* may have additional holdings in another (foreign) market
Performance
Period MOAT QUVU
30 Days 1.11% 1.94%
60 Days 2.13% 3.58%
90 Days 3.74% 4.59%
12 Months 25.88% 23.79%
9 Overlapping Holdings
Symbol Grade Weight in MOAT Weight in QUVU Overlap
CMCSA B 1.3% 1.3% 1.3%
DIS B 2.69% 1.44% 1.44%
GILD C 2.97% 0.29% 0.29%
GOOGL C 1.39% 0.98% 0.98%
HON B 1.35% 1.82% 1.35%
KVUE A 2.69% 0.66% 0.66%
NXPI D 1.16% 1.17% 1.16%
OTIS C 1.29% 0.98% 0.98%
PFE D 2.1% 1.71% 1.71%
MOAT Overweight 44 Positions Relative to QUVU
Symbol Grade Weight
CRM B 3.14%
BMY B 3.0%
ADSK A 2.94%
EMR A 2.87%
USB A 2.78%
MKTX D 2.73%
BIO D 2.72%
TRU D 2.69%
MO A 2.62%
VEEV C 2.57%
ALLE D 2.54%
CTVA C 2.48%
ZBH C 2.37%
ADBE C 2.36%
CPB D 2.29%
A D 2.21%
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%
IEX B 1.39%
AMZN C 1.37%
APD A 1.36%
SBUX A 1.33%
NOC D 1.32%
MAS D 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%
GEHC F 1.14%
TMO F 1.04%
MCHP D 1.02%
TER D 0.97%
ETSY D 0.91%
MOAT Underweight 55 Positions Relative to QUVU
Symbol Grade Weight
JPM A -3.89%
WFC A -3.48%
UNH C -3.46%
MS A -2.98%
PM B -2.86%
AXP A -2.69%
WMB A -2.32%
EOG A -2.27%
BAC A -2.19%
KNX B -2.11%
CSCO B -2.04%
OMC C -1.98%
MDT D -1.91%
ATO A -1.83%
CTSH B -1.81%
UL D -1.81%
CVX A -1.8%
AEP D -1.73%
DUK C -1.66%
MMC B -1.63%
SRE A -1.63%
LMT D -1.63%
PFG D -1.58%
TTE F -1.58%
ACN C -1.55%
AZN D -1.55%
ELV F -1.42%
QCOM F -1.42%
AMT D -1.36%
TXN C -1.33%
NVS D -1.3%
FMC D -1.3%
BDX F -1.28%
WAB B -1.27%
LKQ D -1.25%
CB C -1.25%
AIG B -1.22%
ARMK B -1.21%
KDP D -1.21%
SPG B -1.16%
MRK F -1.12%
DAL C -1.08%
TSN B -1.05%
AMCR D -0.97%
CTRA B -0.96%
PSA D -0.92%
TJX A -0.9%
SYY B -0.89%
BHP F -0.88%
HST C -0.83%
MDLZ F -0.8%
ROP B -0.74%
MET A -0.67%
LOW D -0.57%
CE F -0.4%
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