MOAT vs. USRD ETF Comparison
Comparison of Market Vectors Wide Moat ETF (MOAT) to Themes US R&D Champions ETF (USRD)
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
$98.73
Average Daily Volume
666,742
53
USRD
Themes US R&D Champions ETF
USRD Description
The index is designed to provide exposure to U.S. companies in the large- and mid- capitalization segments that rank in the top 50 companies based on the index Provider"s R&D intensity metric. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.98
Average Daily Volume
142
50
Performance
| Period | MOAT | USRD |
|---|---|---|
| 30 Days | 3.48% | 3.08% |
| 60 Days | 2.23% | 2.86% |
| 90 Days | 4.71% | 4.70% |
| 12 Months | 27.19% |
11 Overlapping Holdings
| Symbol | Grade | Weight in MOAT | Weight in USRD | Overlap | |
|---|---|---|---|---|---|
| ADBE | C | 2.36% | 2.1% | 2.1% | |
| ADSK | B | 2.94% | 2.1% | 2.1% | |
| CTVA | B | 2.48% | 1.81% | 1.81% | |
| EL | F | 1.56% | 1.85% | 1.56% | |
| FTNT | C | 1.73% | 2.39% | 1.73% | |
| GEHC | F | 1.14% | 1.87% | 1.14% | |
| GOOGL | C | 1.39% | 2.0% | 1.39% | |
| KEYS | B | 1.23% | 2.0% | 1.23% | |
| LRCX | F | 1.17% | 1.88% | 1.17% | |
| NOC | D | 1.32% | 1.94% | 1.32% | |
| VEEV | B | 2.57% | 2.04% | 2.04% |
MOAT Overweight 42 Positions Relative to USRD
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRM | B | 3.14% | |
| BMY | B | 3.0% | |
| GILD | B | 2.97% | |
| 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% | |
| ALLE | D | 2.54% | |
| ZBH | C | 2.37% | |
| CPB | D | 2.29% | |
| A | D | 2.21% | |
| PFE | D | 2.1% | |
| IFF | D | 2.06% | |
| NKE | F | 2.05% | |
| BA | D | 1.87% | |
| HII | F | 1.82% | |
| SCHW | A | 1.51% | |
| WDAY | C | 1.44% | |
| CLX | C | 1.44% | |
| WAT | B | 1.4% | |
| IEX | B | 1.39% | |
| AMZN | C | 1.37% | |
| APD | A | 1.36% | |
| HON | B | 1.35% | |
| SBUX | B | 1.33% | |
| CMCSA | C | 1.3% | |
| MAS | C | 1.29% | |
| OTIS | C | 1.29% | |
| RTX | D | 1.25% | |
| UPS | C | 1.24% | |
| ROK | B | 1.24% | |
| MSFT | D | 1.21% | |
| EFX | D | 1.2% | |
| NXPI | D | 1.16% | |
| TMO | F | 1.04% | |
| MCHP | F | 1.02% | |
| TER | F | 0.97% | |
| ETSY | D | 0.91% |
MOAT Underweight 39 Positions Relative to USRD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRMB | B | -2.33% | |
| EXPE | B | -2.31% | |
| GM | B | -2.25% | |
| INTU | C | -2.25% | |
| CMI | A | -2.19% | |
| ORCL | C | -2.19% | |
| ALGN | D | -2.18% | |
| ZM | B | -2.17% | |
| HPE | B | -2.16% | |
| NOW | B | -2.15% | |
| EA | C | -2.12% | |
| CDNS | B | -2.11% | |
| ISRG | C | -2.11% | |
| CSCO | A | -2.07% | |
| ANSS | B | -2.06% | |
| SNPS | B | -2.04% | |
| NTAP | C | -2.03% | |
| BSX | C | -2.03% | |
| ROP | B | -2.02% | |
| EW | C | -2.02% | |
| IBM | C | -1.98% | |
| QCOM | F | -1.97% | |
| TTD | B | -1.97% | |
| CSGP | C | -1.96% | |
| MDT | D | -1.96% | |
| META | D | -1.95% | |
| HOLX | D | -1.94% | |
| JNJ | D | -1.93% | |
| ANET | C | -1.93% | |
| DOX | D | -1.89% | |
| AMAT | F | -1.89% | |
| AMD | F | -1.87% | |
| MELI | C | -1.84% | |
| REGN | F | -1.79% | |
| LLY | F | -1.77% | |
| LDOS | D | -1.75% | |
| AKAM | F | -1.73% | |
| MPWR | F | -1.5% | |
| ENPH | F | -1.43% |
MOAT: Top Represented Industries & Keywords
USRD: Top Represented Industries & Keywords
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