ARTY vs. MOTE ETF Comparison

Comparison of iShares Future AI & Tech ETF (ARTY) to VanEck Morningstar ESG Moat ETF (MOTE)

ARTY

iShares Future AI & Tech ETF

ARTY Description

The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of equity securities across multiple sectors.

Grade (RS Rating)

Last Trade

$36.85

Average Daily Volume

77,618

Number of Holdings ^*

* 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

$29.01

Average Daily Volume

388

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ARTY	MOTE
30 Days	4.04%	-0.30%
60 Days	8.06%	1.66%
90 Days	8.70%	4.15%
12 Months	14.49%	23.45%

8 Overlapping Holdings

Symbol	Grade	Weight in ARTY	Weight in MOTE	Overlap
ADBE	C	0.7%	1.27%	0.7%
ADSK	A	3.09%	2.8%	2.8%
CRM	B	0.98%	1.56%	0.98%
FTNT	C	3.14%	1.81%	1.81%
GOOGL	C	3.11%	2.42%	2.42%
MSFT	D	2.67%	1.1%	1.1%
NOW	A	0.65%	1.59%	0.65%
PANW	B	3.0%	1.37%	1.37%

ARTY Overweight 31 Positions Relative to MOTE

Symbol	Grade	Weight
NVDA	B	6.52%
AVGO	D	5.99%
AMD	F	5.09%
PLTR	B	4.39%
INTC	C	3.49%
CRWD	B	3.41%
META	D	3.17%
ANET	C	3.06%
AMZN	C	2.99%
SMCI	F	2.84%
CTSH	B	2.76%
SNOW	B	2.76%
IBM	C	2.67%
ACN	B	2.66%
NET	B	2.43%
ANSS	B	2.38%
ZS	B	2.24%
PTC	B	2.24%
BILL	A	2.03%
MDB	B	1.89%
S	B	1.77%
OKTA	C	1.72%
PATH	C	1.52%
ORCL	A	0.88%
QCOM	F	0.65%
MRVL	B	0.26%
DT	D	0.05%
G	B	0.03%
ESTC	C	0.02%
NCNO	C	0.01%
ZI	D	0.01%

ARTY Underweight 54 Positions Relative to MOTE

Symbol	Grade	Weight
TRU	D	-3.01%
TYL	B	-2.97%
EMR	B	-2.86%
NTRS	A	-2.74%
ALLE	C	-2.69%
ICE	C	-2.65%
VEEV	C	-2.55%
MAS	D	-2.55%
DIS	B	-2.44%
CMCSA	B	-2.39%
CME	B	-2.36%
EFX	F	-2.31%
YUM	D	-2.21%
PEP	F	-2.17%
STZ	D	-2.1%
TMO	F	-2.1%
AXP	A	-1.87%
BK	A	-1.68%
BLK	B	-1.51%
LNG	A	-1.47%
STT	B	-1.44%
WDAY	B	-1.43%
USB	A	-1.42%
WAT	C	-1.38%
LOW	C	-1.33%
MA	B	-1.3%
ECL	D	-1.27%
CSCO	B	-1.25%
APD	A	-1.24%
CSX	C	-1.2%
OTIS	C	-1.19%
JKHY	D	-1.19%
AMAT	F	-1.18%
CLX	A	-1.18%
SYY	D	-1.17%
ADI	D	-1.17%
GILD	C	-1.17%
KLAC	F	-1.13%
TROW	B	-1.12%
TER	F	-1.12%
AMGN	F	-1.09%
MDT	D	-1.09%
HOG	D	-1.08%
A	D	-1.08%
CSGP	D	-1.07%
SBUX	A	-1.05%
ROK	C	-1.03%
ROP	B	-1.02%
ZBH	C	-1.02%
IFF	D	-1.02%
MKTX	D	-1.01%
MDLZ	F	-0.97%
VRSN	C	-0.84%
NKE	F	-0.67%