AGOX vs. MOAT ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to Market Vectors Wide Moat ETF (MOAT)
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Grade (RS Rating)
Last Trade
$28.66
Average Daily Volume
38,988
77
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
$95.48
Average Daily Volume
718,655
54
Performance
| Period | AGOX | MOAT |
|---|---|---|
| 30 Days | -2.65% | 3.20% |
| 60 Days | 2.47% | 8.20% |
| 90 Days | 2.17% | 9.66% |
| 12 Months | 24.57% | 23.74% |
AGOX Overweight 71 Positions Relative to MOAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | C | 11.19% | |
| QQQ | C | 6.52% | |
| AVGO | C | 2.69% | |
| NVDA | D | 2.48% | |
| HWM | B | 1.96% | |
| BSX | B | 1.91% | |
| AAPL | C | 1.6% | |
| XLC | B | 1.41% | |
| PGR | B | 1.31% | |
| SMH | D | 1.18% | |
| GE | B | 1.16% | |
| VRTX | D | 1.11% | |
| VRSK | D | 1.07% | |
| DECK | C | 1.03% | |
| KCE | A | 1.0% | |
| NVO | C | 0.97% | |
| FICO | B | 0.94% | |
| REGN | C | 0.93% | |
| GWW | B | 0.84% | |
| BMI | A | 0.83% | |
| T | C | 0.82% | |
| APPF | D | 0.82% | |
| TDG | B | 0.82% | |
| CPRT | D | 0.78% | |
| ETN | C | 0.73% | |
| CRS | B | 0.69% | |
| XAR | B | 0.67% | |
| CEG | C | 0.65% | |
| SPSC | D | 0.64% | |
| MMS | C | 0.63% | |
| SNPS | D | 0.63% | |
| CBOE | C | 0.62% | |
| ARGT | B | 0.48% | |
| ANF | D | 0.46% | |
| CDNS | D | 0.46% | |
| PTGX | C | 0.43% | |
| IR | C | 0.4% | |
| AMD | D | 0.39% | |
| BKNG | C | 0.37% | |
| AMP | A | 0.36% | |
| MOG.A | B | 0.36% | |
| JPM | D | 0.3% | |
| ECL | B | 0.29% | |
| RJF | C | 0.29% | |
| TPH | C | 0.28% | |
| GRBK | B | 0.28% | |
| FSS | D | 0.28% | |
| MDGL | F | 0.27% | |
| IESC | C | 0.27% | |
| AI | F | 0.25% | |
| HUBB | B | 0.23% | |
| META | B | 0.22% | |
| SWKS | D | 0.22% | |
| BAC | D | 0.21% | |
| SMCI | F | 0.19% | |
| WINA | D | 0.19% | |
| MANH | B | 0.19% | |
| AROC | D | 0.19% | |
| TEX | F | 0.18% | |
| WCC | D | 0.18% | |
| PWR | B | 0.11% | |
| TSLA | C | 0.05% | |
| VRT | C | 0.04% | |
| ACLS | F | 0.04% | |
| SAGE | F | 0.03% | |
| ELF | F | 0.03% | |
| ORCL | C | 0.01% | |
| ADI | C | 0.01% | |
| MPC | F | 0.01% | |
| XOM | C | 0.01% | |
| OGIG | B | 0.0% |
AGOX Underweight 48 Positions Relative to MOAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| KVUE | C | -2.87% | |
| MKTX | C | -2.85% | |
| TRU | B | -2.85% | |
| RTX | C | -2.83% | |
| GILD | B | -2.82% | |
| MO | C | -2.8% | |
| IFF | B | -2.78% | |
| ADBE | F | -2.72% | |
| SBUX | C | -2.69% | |
| CPB | C | -2.67% | |
| EFX | B | -2.63% | |
| FTNT | C | -2.6% | |
| ALLE | B | -2.55% | |
| ADSK | C | -2.47% | |
| VEEV | C | -2.46% | |
| PFE | C | -2.46% | |
| USB | B | -2.43% | |
| CTVA | B | -2.41% | |
| BMY | C | -2.36% | |
| CMCSA | D | -2.28% | |
| A | C | -2.24% | |
| ZBH | F | -2.1% | |
| NKE | D | -1.91% | |
| ETSY | F | -1.84% | |
| PM | C | -1.59% | |
| CHRW | B | -1.58% | |
| EL | F | -1.54% | |
| LMT | C | -1.52% | |
| CLX | C | -1.45% | |
| NOC | B | -1.4% | |
| WDAY | D | -1.37% | |
| GOOGL | D | -1.35% | |
| TER | D | -1.34% | |
| MAS | B | -1.32% | |
| PEP | C | -1.26% | |
| KEYS | C | -1.24% | |
| TMO | B | -1.23% | |
| WAT | C | -1.23% | |
| HII | D | -1.22% | |
| MDT | C | -1.21% | |
| HON | D | -1.18% | |
| ROP | C | -1.17% | |
| ROK | D | -1.13% | |
| EMR | D | -1.08% | |
| DIS | D | -1.02% | |
| BIIB | F | -1.02% | |
| BA | F | -1.02% | |
| MCHP | F | -0.99% |
AGOX: Top Represented Industries & Keywords
MOAT: Top Represented Industries & Keywords
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