RISN vs. MOTE ETF Comparison

Comparison of Inspire Tactical Balanced ESG ETF (RISN) to VanEck Morningstar ESG Moat ETF (MOTE)
RISN

Inspire Tactical Balanced ESG ETF

RISN Description

The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.

Grade (RS Rating)

Last Trade

$28.15

Average Daily Volume

8,027

Number of Holdings *

75

* 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

$29.55

Average Daily Volume

398

Number of Holdings *

62

* may have additional holdings in another (foreign) market
Performance
Period RISN MOTE
30 Days 4.76% 2.25%
60 Days 4.29% 3.24%
90 Days 5.21% 5.31%
12 Months 19.95% 25.23%
4 Overlapping Holdings
Symbol Grade Weight in RISN Weight in MOTE Overlap
CSGP D 1.03% 1.1% 1.03%
CSX B 1.1% 1.18% 1.1%
MKTX D 0.96% 1.03% 0.96%
ROP B 1.04% 1.0% 1.0%
RISN Overweight 71 Positions Relative to MOTE
Symbol Grade Weight
USFR A 19.37%
NVR D 1.31%
CIVB B 1.27%
EPAM C 1.26%
LAD A 1.24%
MKL A 1.23%
G B 1.22%
AX A 1.22%
EME C 1.2%
AME A 1.2%
DAR C 1.18%
CFR B 1.16%
PFC A 1.15%
NTES D 1.15%
COLB A 1.14%
SNA A 1.14%
PBHC B 1.14%
EOG A 1.13%
WST C 1.13%
BOTJ B 1.13%
ODFL B 1.12%
TXRH C 1.12%
NECB B 1.12%
JBHT C 1.11%
ALG B 1.11%
ACIW B 1.11%
MVBF B 1.1%
MLM B 1.1%
FAST B 1.1%
LECO B 1.09%
COKE C 1.08%
GGG B 1.08%
BRO B 1.08%
IBN C 1.08%
NFBK B 1.08%
CPRT A 1.08%
MED F 1.07%
EW C 1.07%
MOH F 1.07%
PCAR B 1.07%
MAA B 1.07%
MNST C 1.06%
POOL C 1.05%
PAG B 1.05%
RMD C 1.05%
ROL B 1.05%
UDR B 1.05%
GNTX C 1.04%
EXPD D 1.03%
NICE C 1.02%
OFLX D 1.02%
MIDD C 1.02%
ON D 1.02%
ASR D 1.01%
MSCI C 1.01%
LSTR D 1.01%
PSA D 1.01%
FCNCA A 0.99%
EGP F 0.99%
CNI D 0.98%
LFUS F 0.97%
IDXX F 0.97%
KRC C 0.96%
TSM B 0.96%
CHE D 0.96%
CSL C 0.94%
GIII D 0.92%
ELV F 0.92%
CACI D 0.92%
SWKS F 0.89%
CRI D 0.8%
RISN Underweight 58 Positions Relative to MOTE
Symbol Grade Weight
TRU D -2.97%
TYL B -2.95%
EMR A -2.9%
ADSK A -2.85%
NTRS A -2.83%
ALLE D -2.69%
ICE C -2.68%
DIS B -2.6%
MAS D -2.52%
GOOGL C -2.46%
CME A -2.44%
CMCSA B -2.4%
VEEV C -2.37%
EFX F -2.21%
YUM B -2.18%
PEP F -2.12%
STZ D -2.11%
TMO F -2.05%
AXP A -1.89%
FTNT C -1.79%
BK A -1.71%
NOW A -1.59%
LNG B -1.56%
CRM B -1.55%
BLK C -1.5%
STT A -1.48%
USB A -1.45%
PANW C -1.38%
WDAY B -1.38%
WAT B -1.33%
LOW D -1.31%
MA C -1.3%
APD A -1.3%
CSCO B -1.26%
ECL D -1.25%
ADBE C -1.22%
CLX B -1.22%
OTIS C -1.21%
JKHY D -1.2%
ADI D -1.18%
SYY B -1.16%
GILD C -1.15%
TER D -1.11%
TROW B -1.11%
AMAT F -1.1%
KLAC D -1.1%
HOG D -1.09%
MSFT F -1.09%
MDT D -1.08%
A D -1.08%
AMGN D -1.07%
SBUX A -1.05%
ZBH C -1.04%
IFF D -1.03%
ROK B -1.02%
MDLZ F -0.96%
VRSN F -0.84%
NKE D -0.66%
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