RSHO vs. MOTO ETF Comparison

Comparison of Tema American Reshoring ETF (RSHO) to SmartETFs Smart Transportation & Technology ETF (MOTO)

RSHO

Tema American Reshoring ETF

RSHO Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$40.49

Average Daily Volume

26,944

Number of Holdings ^*

* may have additional holdings in another (foreign) market

MOTO

SmartETFs Smart Transportation & Technology ETF

MOTO Description

The investment seeks long-term capital appreciation. The fund will invest in publicly-traded equity securities of domestic or foreign companies that are involved in the development and production of products or services for Smart Transportation, including safer, cleaner or connected vehicles and Smart Transportation companies providing transportation as a service. Under normal circumstances, it will invest at least 80% of its net assets (plus any borrowings for investment purposes) in Smart Transportation companies and Technology companies.

Grade (RS Rating)

Last Trade

$42.76

Average Daily Volume

2,105

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	RSHO	MOTO
30 Days	6.07%	-0.02%
60 Days	8.51%	0.80%
90 Days	9.99%	-1.54%
12 Months	39.82%	8.70%

2 Overlapping Holdings

	Symbol	Grade	Weight in RSHO	Weight in MOTO	Overlap
	ETN	A	5.4%	5.16%	5.16%
	TSM	B	1.34%	4.9%	1.34%

RSHO Overweight 23 Positions Relative to MOTO

Symbol	Grade	Weight
AIT	B	6.45%
PRIM	A	5.22%
ROK	C	5.16%
CLH	C	4.7%
IR	B	4.5%
FAST	B	4.4%
PH	A	3.85%
VMC	B	3.85%
FLR	B	3.43%
CAT	B	3.26%
FSS	B	3.22%
HRI	C	3.14%
WCC	B	2.92%
EMR	B	2.87%
ABBV	F	2.87%
ATI	C	2.86%
LIN	C	2.75%
DHR	F	2.4%
ALLE	C	2.4%
UNP	C	2.2%
APG	B	2.04%
TEX	F	2.0%
TKR	D	1.81%

RSHO Underweight 15 Positions Relative to MOTO

Symbol	Grade	Weight
NVDA	B	-5.32%
PWR	A	-4.99%
TSLA	B	-4.77%
APH	A	-4.66%
GOOG	C	-4.3%
ADI	D	-3.39%
NXPI	D	-3.24%
ON	D	-2.68%
POWI	F	-2.53%
ST	F	-2.49%
THRM	F	-2.31%
SWKS	F	-2.1%
DAR	C	-1.94%
APTV	F	-1.72%
DAN	F	-1.31%