MOTE vs. BDVG ETF Comparison

Comparison of VanEck Morningstar ESG Moat ETF (MOTE) to IMGP Berkshire Dividend Growth ETF (BDVG)
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
BDVG

IMGP Berkshire Dividend Growth ETF

BDVG Description The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.

Grade (RS Rating)

Last Trade

$12.08

Average Daily Volume

5,726

Number of Holdings *

36

* may have additional holdings in another (foreign) market
Performance
Period MOTE BDVG
30 Days 2.25% 2.79%
60 Days 3.24% 4.18%
90 Days 5.31% 5.52%
12 Months 25.23% 22.95%
6 Overlapping Holdings
Symbol Grade Weight in MOTE Weight in BDVG Overlap
CSCO B 1.25% 2.77% 1.25%
EMR A 2.86% 2.44% 2.44%
LOW D 1.33% 2.79% 1.33%
MDLZ F 0.97% 2.4% 0.97%
MSFT F 1.1% 4.17% 1.1%
PEP F 2.17% 1.87% 1.87%
MOTE Overweight 56 Positions Relative to BDVG
Symbol Grade Weight
TRU D 3.01%
TYL B 2.97%
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%
GOOGL C 2.42%
CMCSA B 2.39%
CME A 2.36%
EFX F 2.31%
YUM B 2.21%
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%
MA C 1.3%
ECL D 1.27%
ADBE C 1.27%
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%
GILD C 1.17%
KLAC D 1.13%
TROW B 1.12%
TER D 1.12%
AMGN D 1.09%
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%
VRSN F 0.84%
NKE D 0.67%
MOTE Underweight 30 Positions Relative to BDVG
Symbol Grade Weight
JPM A -4.27%
AAPL C -4.24%
ABBV D -4.2%
CVX A -4.14%
NUE C -3.87%
LMT D -3.81%
WMT A -3.57%
QCOM F -3.38%
NSC B -3.07%
BAC A -3.06%
WM A -3.06%
PPL B -2.98%
MCD D -2.82%
CB C -2.47%
MRK F -2.41%
PNC B -2.28%
KMI A -2.06%
HON B -1.99%
PG A -1.96%
JNJ D -1.95%
ABT B -1.88%
BMY B -1.88%
DE A -1.86%
SCHW B -1.74%
MTB A -1.71%
EOG A -1.43%
GIS D -1.39%
WPC D -1.37%
PFE D -1.06%
HSY F -0.84%
Compare ETFs