FINX vs. MOTE ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to VanEck Morningstar ESG Moat ETF (MOTE)

FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$25.43

Average Daily Volume

49,280

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

$26.34

Average Daily Volume

654

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FINX	MOTE
30 Days	-0.40%	1.46%
60 Days	-0.86%	1.34%
90 Days	-4.32%	-0.60%
12 Months	16.56%	10.37%

1 Overlapping Holdings

	Symbol	Grade	Weight in FINX	Weight in MOTE	Overlap
	JKHY	C	3.66%	1.28%	1.28%

FINX Overweight 40 Positions Relative to MOTE

Symbol	Grade	Weight
FIS	B	6.98%
INTU	A	6.36%
PYPL	D	6.26%
COIN	C	5.32%
SQ	C	5.16%
SSNC	B	4.64%
XRX	F	4.09%
GPN	D	3.53%
GWRE	A	3.39%
TOST	B	3.31%
AFRM	F	2.37%
HQY	B	2.17%
SOFI	F	1.92%
BILL	F	1.59%
MARA	C	1.31%
FOUR	B	1.25%
ACIW	A	1.25%
NCNO	B	1.06%
STNE	D	1.02%
ENV	C	1.02%
AMK	B	0.76%
PAGS	C	0.72%
VERX	B	0.64%
VIRT	C	0.61%
UPST	F	0.61%
FLYW	F	0.59%
SPNS	A	0.56%
RIOT	D	0.56%
MLNK	C	0.49%
DLO	F	0.4%
LMND	C	0.34%
CIFR	B	0.32%
LC	C	0.27%
LPRO	F	0.19%
BLND	C	0.16%
MITK	F	0.15%
TREE	C	0.15%
CTLP	D	0.14%
IIIV	B	0.14%
PAY	C	0.1%

FINX Underweight 61 Positions Relative to MOTE

Symbol	Grade	Weight
GOOGL	A	-2.85%
EMR	C	-2.68%
TYL	A	-2.66%
ICE	A	-2.6%
DIS	D	-2.55%
TRU	C	-2.51%
ADSK	B	-2.48%
ALLE	D	-2.47%
STZ	B	-2.47%
PEP	D	-2.44%
TMO	D	-2.43%
YUM	D	-2.4%
NTRS	C	-2.39%
MAS	D	-2.39%
EFX	B	-2.36%
CMCSA	F	-2.35%
CME	D	-2.31%
VEEV	D	-2.29%
TER	A	-1.73%
AMAT	B	-1.65%
AXP	C	-1.65%
KLAC	B	-1.6%
ADBE	B	-1.47%
BK	B	-1.44%
ADI	B	-1.4%
ECL	B	-1.37%
LNG	B	-1.34%
NOW	A	-1.33%
PANW	B	-1.32%
CRM	C	-1.32%
WDAY	D	-1.31%
MSFT	A	-1.31%
AMGN	B	-1.29%
OTIS	B	-1.28%
FTNT	C	-1.28%
SYY	D	-1.26%
USB	D	-1.25%
BLK	B	-1.25%
STT	C	-1.25%
MA	C	-1.24%
CSX	D	-1.24%
HOG	F	-1.23%
IFF	B	-1.22%
LOW	D	-1.21%
A	D	-1.21%
TROW	C	-1.2%
WAT	D	-1.18%
CSGP	F	-1.18%
APD	D	-1.15%
CSCO	D	-1.15%
ZBH	D	-1.13%
ROP	B	-1.13%
MDT	D	-1.12%
MDLZ	D	-1.1%
CLX	D	-1.09%
ROK	D	-1.07%
GILD	C	-0.98%
NKE	F	-0.93%
SBUX	F	-0.93%
VRSN	C	-0.9%
MKTX	C	-0.85%