MOTE vs. CWS ETF Comparison

Comparison of VanEck Morningstar ESG Moat ETF (MOTE) to AdvisorShares Focused Equity ETF (CWS)
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

$28.96

Average Daily Volume

387

Number of Holdings *

62

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

AdvisorShares Focused Equity ETF

CWS Description The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.

Grade (RS Rating)

Last Trade

$69.18

Average Daily Volume

10,776

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period MOTE CWS
30 Days -1.22% -1.19%
60 Days 1.91% 1.20%
90 Days 5.08% 4.86%
12 Months 24.27% 28.66%
3 Overlapping Holdings
Symbol Grade Weight in MOTE Weight in CWS Overlap
ICE D 2.65% 4.11% 2.65%
OTIS D 1.19% 3.78% 1.19%
TMO D 2.1% 3.51% 2.1%
MOTE Overweight 59 Positions Relative to CWS
Symbol Grade Weight
TRU D 3.01%
TYL B 2.97%
EMR A 2.86%
ADSK B 2.8%
NTRS A 2.74%
ALLE D 2.69%
VEEV C 2.55%
MAS D 2.55%
DIS A 2.44%
GOOGL B 2.42%
CMCSA B 2.39%
CME A 2.36%
EFX F 2.31%
YUM D 2.21%
PEP F 2.17%
STZ D 2.1%
AXP A 1.87%
FTNT A 1.81%
BK A 1.68%
NOW B 1.59%
CRM A 1.56%
BLK A 1.51%
LNG A 1.47%
STT A 1.44%
WDAY B 1.43%
USB B 1.42%
WAT B 1.38%
PANW B 1.37%
LOW A 1.33%
MA A 1.3%
ECL D 1.27%
ADBE F 1.27%
CSCO B 1.25%
APD A 1.24%
CSX B 1.2%
JKHY D 1.19%
AMAT F 1.18%
CLX A 1.18%
SYY D 1.17%
ADI D 1.17%
GILD B 1.17%
KLAC F 1.13%
TROW A 1.12%
TER F 1.12%
MSFT D 1.1%
AMGN D 1.09%
MDT D 1.09%
HOG D 1.08%
A D 1.08%
CSGP F 1.07%
SBUX A 1.05%
ROK A 1.03%
ROP C 1.02%
ZBH C 1.02%
IFF D 1.02%
MKTX C 1.01%
MDLZ F 0.97%
VRSN D 0.84%
NKE D 0.67%
MOTE Underweight 22 Positions Relative to CWS
Symbol Grade Weight
FICO A -6.25%
MLR B -5.9%
FI A -5.3%
APH B -4.98%
HEI A -4.75%
AFL C -4.47%
SYK A -4.15%
COR B -4.09%
MCO C -4.01%
SAIC D -3.99%
SLGN B -3.92%
ROL A -3.77%
BR A -3.66%
AGM A -3.65%
INTU A -3.63%
ABT B -3.55%
AWK C -3.41%
MGRC B -3.39%
FDS A -3.38%
HSY F -3.16%
PII F -2.47%
CE F -1.94%
Compare ETFs