SMOT vs. EQUL ETF Comparison

Comparison of VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF (SMOT) to IQ Engender Equality ETF (EQUL)

SMOT

VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF

SMOT Description

VanEck Morningstar SMID 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 seeks to track the performance of the Morningstar US Small-Mid Cap Moat Focus Index, by using full replication technique. VanEck Morningstar SMID Moat ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$36.37

Average Daily Volume

71,869

Number of Holdings ^*

104

* may have additional holdings in another (foreign) market

EQUL

IQ Engender Equality ETF

EQUL Description

The EQUL IQ Engender Equality ETF tracks the Solactive Equileap U.S. Gender Equality Index, which is designed to deliver exposure to global companies that promote gender equality and are committed to women’s empowerment through equal compensation and gender balance in leadership and the workforce.

Grade (RS Rating)

Last Trade

$27.12

Average Daily Volume

225

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SMOT	EQUL
30 Days	3.97%	-0.45%
60 Days	5.76%	1.12%
90 Days	7.16%	4.86%
12 Months	28.31%	26.72%

9 Overlapping Holdings

Symbol	Grade	Weight in SMOT	Weight in EQUL	Overlap
ADSK	A	0.79%	1.49%	0.79%
CNC	D	1.03%	0.99%	0.99%
CRL	D	0.52%	1.26%	0.52%
DASH	B	1.68%	1.72%	1.68%
DOW	F	1.02%	1.14%	1.02%
HAS	D	1.18%	1.17%	1.17%
IFF	D	1.04%	1.12%	1.04%
IPG	D	0.54%	1.21%	0.54%
LYFT	C	1.52%	1.99%	1.52%

SMOT Overweight 95 Positions Relative to EQUL

Symbol	Grade	Weight
LAD	A	1.82%
EXPE	B	1.75%
CCL	A	1.75%
SQ	A	1.73%
DFS	B	1.7%
LYV	A	1.69%
NCLH	B	1.66%
COF	C	1.65%
LPLA	A	1.62%
CG	B	1.6%
TPR	B	1.58%
WH	B	1.53%
WCC	B	1.51%
SEIC	B	1.47%
ABG	C	1.46%
NET	B	1.46%
NI	A	1.42%
SMG	C	1.38%
TRU	D	1.36%
KMX	B	1.35%
SSNC	B	1.33%
ALLE	C	1.3%
CTSH	B	1.3%
CTVA	C	1.29%
BC	C	1.28%
OMC	C	1.27%
DD	C	1.25%
EMN	C	1.24%
VEEV	C	1.22%
SEE	C	1.21%
LFUS	D	1.18%
GNTX	C	1.15%
RVTY	F	1.13%
CCI	C	1.1%
WU	F	1.08%
LYB	F	1.07%
ST	F	1.07%
IQV	F	1.03%
ALSN	B	0.99%
HII	F	0.98%
RJF	A	0.86%
CMA	B	0.83%
FFIV	B	0.83%
TFC	A	0.79%
ZS	B	0.77%
ETR	B	0.75%
JLL	D	0.75%
WDAY	B	0.74%
LH	B	0.74%
INCY	C	0.74%
GTLS	A	0.73%
ZM	C	0.72%
GPN	B	0.72%
VNT	C	0.72%
ESTC	C	0.71%
WEC	A	0.71%
EVRG	A	0.69%
RBLX	C	0.69%
IVZ	B	0.68%
OTIS	C	0.67%
SMAR	B	0.67%
DKNG	B	0.67%
ZBH	C	0.66%
MAS	D	0.66%
ROK	C	0.66%
FBIN	D	0.64%
RMD	C	0.64%
HES	B	0.64%
MKTX	D	0.64%
POR	C	0.64%
WMG	D	0.64%
MAT	D	0.64%
KVUE	A	0.63%
BWA	D	0.63%
AN	C	0.63%
PINS	F	0.61%
FTV	C	0.6%
EFX	F	0.6%
WYNN	C	0.59%
MSM	C	0.59%
GEHC	D	0.58%
RPRX	D	0.57%
A	D	0.56%
DVN	F	0.54%
KHC	F	0.54%
CPB	D	0.54%
TNET	F	0.53%
DINO	D	0.53%
BAX	F	0.51%
MCHP	F	0.51%
SWKS	F	0.5%
BBWI	C	0.48%
TER	F	0.48%
IONS	F	0.48%
CE	F	0.37%

SMOT Underweight 66 Positions Relative to EQUL

Symbol	Grade	Weight
WFC	A	-1.75%
CRM	B	-1.68%
GM	C	-1.59%
GS	A	-1.58%
CMI	A	-1.57%
PYPL	B	-1.57%
MAR	A	-1.57%
AFRM	A	-1.56%
AA	A	-1.55%
Z	A	-1.54%
C	A	-1.52%
BMY	B	-1.52%
BAC	A	-1.52%
GLOB	B	-1.51%
JPM	A	-1.51%
BLK	B	-1.51%
HLT	A	-1.49%
ALB	B	-1.48%
VFC	C	-1.45%
ILMN	C	-1.43%
META	D	-1.41%
INTU	B	-1.41%
PARA	C	-1.41%
MET	A	-1.39%
VRSK	A	-1.38%
SCI	B	-1.36%
MA	B	-1.36%
BSX	A	-1.36%
WELL	A	-1.35%
KEYS	A	-1.34%
F	C	-1.33%
ACN	B	-1.33%
YUM	D	-1.32%
MCD	D	-1.31%
K	A	-1.3%
NBIX	C	-1.3%
MCO	B	-1.29%
NYT	D	-1.29%
UBER	F	-1.29%
CLX	A	-1.29%
WBA	F	-1.27%
ECL	D	-1.27%
VTR	B	-1.27%
SPGI	C	-1.26%
ETSY	D	-1.23%
BMRN	F	-1.22%
PG	C	-1.22%
PEP	F	-1.21%
KMB	C	-1.19%
SJM	D	-1.19%
XYL	D	-1.19%
WEX	D	-1.18%
VZ	C	-1.18%
JNJ	C	-1.18%
HSY	F	-1.16%
AMGN	F	-1.15%
GIS	D	-1.12%
KO	D	-1.12%
MDLZ	F	-1.12%
CL	D	-1.12%
HALO	F	-1.11%
MRK	D	-1.08%
BIIB	F	-1.07%
COTY	F	-1.06%
NEM	D	-0.99%
OGN	F	-0.95%