ROOF vs. MOAT ETF Comparison
Comparison of IQ US Real Estate Small Cap ETF (ROOF) to Market Vectors Wide Moat ETF (MOAT)
ROOF
IQ US Real Estate Small Cap ETF
ROOF Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ U.S. Real Estate Small Cap Index. The fund employs a "passive management" to track the performance of the underlying index, which was developed by Financial Development Holdco LLC ("IndexIQ"), the parent company of IndexIQ Advisors LLC, the fund's investment advisor (the "Advisor"). The underlying index is a rules based, modified capitalization weighted, float adjusted index intended to give investors a means of tracking the overall performance of the small capitalization sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$18.68
Average Daily Volume
9,265
45
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
$85.74
Average Daily Volume
884,130
54
Performance
| Period | ROOF | MOAT |
|---|---|---|
| 30 Days | -3.67% | -3.17% |
| 60 Days | -2.89% | -0.98% |
| 90 Days | -2.80% | 2.19% |
| 12 Months | -0.11% | 17.60% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ROOF | Weight in MOAT | Overlap |
|---|
ROOF Overweight 45 Positions Relative to MOAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | 4.71% | |
| AMT | F | 4.63% | |
| PLD | F | 4.62% | |
| DLR | D | 4.51% | |
| SBAC | F | 4.34% | |
| EQIX | D | 4.21% | |
| CCI | D | 4.12% | |
| UNIT | B | 3.35% | |
| AVB | A | 2.67% | |
| EQR | A | 2.39% | |
| REXR | F | 2.27% | |
| ARE | C | 2.17% | |
| INVH | B | 2.13% | |
| EGP | D | 1.89% | |
| VTR | C | 1.77% | |
| FR | D | 1.57% | |
| ESS | A | 1.57% | |
| SUI | D | 1.56% | |
| COLD | F | 1.56% | |
| MAA | D | 1.54% | |
| STAG | D | 1.54% | |
| DOC | A | 1.34% | |
| AMH | C | 1.32% | |
| UDR | A | 1.22% | |
| TRNO | D | 1.22% | |
| ELS | F | 1.18% | |
| CPT | A | 1.07% | |
| IIPR | A | 0.64% | |
| LXP | D | 0.61% | |
| AIRC | A | 0.57% | |
| IRT | B | 0.37% | |
| SBRA | C | 0.33% | |
| CTRE | A | 0.32% | |
| MPW | B | 0.29% | |
| NHI | A | 0.26% | |
| PLYM | D | 0.22% | |
| LTC | B | 0.14% | |
| AIV | A | 0.12% | |
| UMH | B | 0.11% | |
| CSR | A | 0.09% | |
| NXRT | A | 0.08% | |
| CHCT | D | 0.07% | |
| GMRE | D | 0.06% | |
| DHC | F | 0.06% | |
| UHT | D | 0.05% |
ROOF Underweight 54 Positions Relative to MOAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | A | -2.92% | |
| RTX | A | -2.84% | |
| CTVA | B | -2.7% | |
| SCHW | A | -2.68% | |
| ALLE | C | -2.67% | |
| IFF | A | -2.65% | |
| TER | D | -2.56% | |
| ZBH | D | -2.5% | |
| A | C | -2.49% | |
| TRU | D | -2.48% | |
| USB | C | -2.48% | |
| VEEV | D | -2.46% | |
| EFX | D | -2.43% | |
| EL | B | -2.43% | |
| CPB | A | -2.41% | |
| TYL | C | -2.38% | |
| MDT | C | -2.38% | |
| MO | A | -2.38% | |
| CMCSA | D | -2.31% | |
| BMY | F | -2.27% | |
| ETSY | D | -2.23% | |
| PFE | F | -2.23% | |
| GILD | F | -2.2% | |
| MKTX | F | -2.19% | |
| NKE | D | -2.17% | |
| BIIB | F | -2.14% | |
| WFC | A | -1.5% | |
| EMR | B | -1.49% | |
| DIS | B | -1.49% | |
| BAC | A | -1.39% | |
| BK | A | -1.37% | |
| ECL | D | -1.36% | |
| ICE | C | -1.36% | |
| MAS | C | -1.36% | |
| AMZN | B | -1.35% | |
| BRK.A | C | -1.33% | |
| LMT | A | -1.33% | |
| TMO | B | -1.32% | |
| HII | C | -1.32% | |
| PEP | A | -1.31% | |
| MSFT | D | -1.31% | |
| WAT | D | -1.28% | |
| CRM | D | -1.27% | |
| KEYS | D | -1.27% | |
| ROP | C | -1.25% | |
| PM | A | -1.24% | |
| MCHP | C | -1.24% | |
| KVUE | F | -1.24% | |
| HON | C | -1.23% | |
| CHRW | D | -1.22% | |
| SBUX | F | -1.18% | |
| ADSK | F | -1.17% | |
| FTNT | D | -1.16% | |
| ADBE | F | -1.1% |
ROOF: Top Represented Industries & Keywords
MOAT: Top Represented Industries & Keywords
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