OCEN vs. MOTE ETF Comparison

Comparison of IQ Clean Oceans ETF (OCEN) to VanEck Morningstar ESG Moat ETF (MOTE)

OCEN

IQ Clean Oceans ETF

OCEN Description

The OCEN IQ Clean Oceans ETF tracks the IQ Clean Oceans Index, which seeks to track companies that help to protect and/or achieve cleaner oceans through reduced pollution and increased resource efficiency.

Grade (RS Rating)

Last Trade

$22.34

Average Daily Volume

254

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$25.74

Average Daily Volume

387

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	OCEN	MOTE
30 Days	0.16%	-3.19%
60 Days	-0.12%	-2.43%
90 Days	4.68%	0.74%
12 Months	7.86%	14.28%

3 Overlapping Holdings

Symbol	Grade	Weight in OCEN	Weight in MOTE	Overlap
MSFT	C	2.93%	1.27%	1.27%
NKE	F	2.68%	0.93%	0.93%
ROK	F	2.55%	2.18%	2.18%

OCEN Overweight 26 Positions Relative to MOTE

Symbol	Grade	Weight
NEE	B	3.56%
ABBV	D	3.21%
NXPI	A	3.01%
EXC	C	3.01%
IR	D	2.99%
CDNS	D	2.75%
AMD	D	2.63%
XYL	A	2.53%
INTC	F	2.46%
AWK	B	1.9%
ES	B	1.68%
BALL	A	1.65%
UMC	C	1.43%
FSLR	B	1.41%
WSM	A	1.36%
ENPH	F	1.14%
CCK	C	0.76%
AYI	C	0.62%
BMI	A	0.3%
AGR	B	0.29%
CWT	B	0.26%
ORA	C	0.25%
GEF	D	0.24%
OI	F	0.22%
SEDG	F	0.21%
RUN	D	0.2%

OCEN Underweight 56 Positions Relative to MOTE

Symbol	Grade	Weight
GOOGL	A	-3.16%
DIS	C	-2.85%
ECL	A	-2.75%
ICE	D	-2.73%
TYL	A	-2.7%
TER	A	-2.64%
TMO	C	-2.58%
ALLE	D	-2.58%
STZ	D	-2.51%
CME	D	-2.5%
YUM	C	-2.5%
VEEV	D	-2.47%
ADSK	D	-2.34%
CLX	F	-2.27%
CSCO	F	-2.23%
CMCSA	F	-2.16%
ZBH	D	-2.15%
GILD	F	-1.91%
GWRE	C	-1.9%
TW	B	-1.72%
MKTX	F	-1.7%
INTU	C	-1.65%
AXP	B	-1.62%
AMAT	C	-1.62%
KLAC	B	-1.54%
CRM	D	-1.53%
MPWR	C	-1.53%
NOW	D	-1.5%
EMR	D	-1.44%
FTNT	F	-1.43%
MA	D	-1.43%
BK	A	-1.39%
TRU	C	-1.39%
A	C	-1.32%
ADI	A	-1.29%
BLK	D	-1.29%
MAS	D	-1.27%
OTIS	D	-1.23%
LNG	D	-1.23%
LOW	D	-1.22%
PEP	B	-1.21%
NTRS	C	-1.19%
STT	C	-1.19%
HOG	D	-1.16%
MDT	C	-1.16%
MDLZ	D	-1.14%
EFX	D	-1.14%
ROP	F	-1.13%
SBUX	F	-1.05%
CPB	B	-1.05%
KEYS	D	-1.03%
K	B	-1.01%
VRSN	F	-0.94%
ETSY	F	-0.86%
BIIB	D	-0.81%
PII	F	-0.79%