IHI vs. MOAT ETF Comparison

Comparison of iShares U.S. Medical Devices ETF (IHI) to Market Vectors Wide Moat ETF (MOAT)
IHI

iShares U.S. Medical Devices ETF

IHI Description

The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$58.54

Average Daily Volume

646,079

Number of Holdings *

48

* may have additional holdings in another (foreign) market
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

$96.12

Average Daily Volume

693,240

Number of Holdings *

54

* may have additional holdings in another (foreign) market
Performance
Period IHI MOAT
30 Days -0.38% 0.84%
60 Days 5.13% 7.47%
90 Days 6.52% 11.51%
12 Months 21.84% 29.12%
2 Overlapping Holdings
Symbol Grade Weight in IHI Weight in MOAT Overlap
MDT A 4.46% 1.2% 1.2%
ZBH F 2.62% 2.13% 2.13%
IHI Overweight 46 Positions Relative to MOAT
Symbol Grade Weight
ABT C 16.54%
ISRG C 14.37%
SYK C 10.44%
GEHC B 4.99%
IDXX D 4.71%
BDX B 4.66%
BSX A 4.53%
EW F 4.4%
RMD C 4.17%
DXCM F 3.2%
STE D 2.8%
BAX D 2.36%
HOLX D 2.23%
PODD C 1.93%
TFX B 1.38%
GMED D 0.95%
PEN D 0.88%
GKOS C 0.84%
INSP C 0.72%
MASI C 0.7%
TMDX D 0.63%
ITGR C 0.5%
PRCT C 0.49%
AXNX A 0.42%
NVST D 0.4%
LIVN D 0.34%
TNDM D 0.33%
QDEL D 0.31%
ENOV F 0.29%
IRTC F 0.27%
CNMD D 0.27%
NARI F 0.25%
OMCL C 0.23%
LMAT B 0.22%
NVCR F 0.18%
ATRC D 0.16%
IART F 0.14%
AORT D 0.12%
SRDX D 0.07%
ATEC F 0.07%
OFIX D 0.07%
AXGN B 0.07%
VREX F 0.06%
SIBN F 0.06%
TMCI F 0.03%
FNA F 0.03%
IHI Underweight 52 Positions Relative to MOAT
Symbol Grade Weight
TRU C -2.91%
KVUE C -2.89%
MKTX C -2.85%
GILD A -2.79%
RTX A -2.78%
IFF C -2.76%
CPB D -2.74%
MO B -2.73%
EFX D -2.66%
FTNT C -2.64%
ALLE A -2.6%
SBUX B -2.59%
PFE D -2.52%
ADSK C -2.52%
USB C -2.46%
BMY B -2.43%
CTVA B -2.42%
VEEV C -2.41%
ADBE F -2.4%
CMCSA B -2.27%
A B -2.26%
NKE D -1.93%
ETSY F -1.9%
PM B -1.6%
TYL C -1.6%
CHRW A -1.58%
EL D -1.54%
LMT A -1.52%
CLX B -1.45%
NOC B -1.39%
GOOGL C -1.36%
WDAY D -1.35%
MAS A -1.34%
TER D -1.33%
BIO B -1.33%
WAT B -1.25%
PEP D -1.25%
CRM C -1.24%
HII D -1.24%
KEYS C -1.23%
TMO C -1.22%
AMZN C -1.22%
MSFT C -1.2%
HON B -1.17%
ROP C -1.17%
ROK D -1.14%
EMR B -1.08%
SCHW D -1.07%
DIS D -1.04%
BIIB F -1.02%
MCHP F -0.99%
BA F -0.97%
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