BEEZ vs. MOTE ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to VanEck Morningstar ESG Moat ETF (MOTE)
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.
Grade (RS Rating)
Last Trade
$32.81
Average Daily Volume
601
Number of Holdings
*
25
* 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
*
62
* may have additional holdings in another (foreign) market
Performance
Period | BEEZ | MOTE |
---|---|---|
30 Days | 1.11% | -0.30% |
60 Days | 2.05% | 1.66% |
90 Days | 4.98% | 4.15% |
12 Months | 25.00% | 23.45% |
BEEZ Underweight 56 Positions Relative to MOTE
Symbol | Grade | Weight | |
---|---|---|---|
TRU | D | -3.01% | |
TYL | B | -2.97% | |
EMR | B | -2.86% | |
ADSK | A | -2.8% | |
NTRS | A | -2.74% | |
ALLE | C | -2.69% | |
ICE | C | -2.65% | |
VEEV | C | -2.55% | |
DIS | B | -2.44% | |
GOOGL | C | -2.42% | |
CMCSA | B | -2.39% | |
CME | B | -2.36% | |
EFX | F | -2.31% | |
YUM | D | -2.21% | |
PEP | F | -2.17% | |
STZ | D | -2.1% | |
AXP | A | -1.87% | |
FTNT | C | -1.81% | |
BK | A | -1.68% | |
CRM | B | -1.56% | |
BLK | B | -1.51% | |
LNG | A | -1.47% | |
STT | B | -1.44% | |
WDAY | B | -1.43% | |
USB | A | -1.42% | |
WAT | C | -1.38% | |
PANW | B | -1.37% | |
LOW | C | -1.33% | |
ECL | D | -1.27% | |
ADBE | C | -1.27% | |
CSCO | B | -1.25% | |
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% | |
MSFT | D | -1.1% | |
AMGN | F | -1.09% | |
MDT | D | -1.09% | |
HOG | 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% |
BEEZ: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Credit Services
Diagnostics & Research
Semiconductor Equipment & Materials
Software - Application
Building Materials
Chemicals
Discount Stores
Drug Manufacturers - Specialty & Generic
Home Improvement Stores
Industrial Distribution
Information Technology Services
Medical Devices
Packaging & Containers
REIT - Diversified
Semiconductors
Specialty Chemicals
Specialty Retail
Telecom Services
MOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Asset Management
Business Services
Diagnostics & Research
Diversified Industrials
Semiconductor Equipment & Materials
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Internet Content & Information
Medical Devices
Restaurants
Specialty Chemicals
Banks - Regional - US
Beverages - Soft Drinks
Beverages - Wineries & Distilleries
Building Materials
Capital Markets
Chemicals
Communication Equipment