IPO vs. MOAT ETF Comparison
Comparison of Renaissance IPO ETF (IPO) to Market Vectors Wide Moat ETF (MOAT)
IPO
Renaissance IPO ETF
IPO Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Renaissance IPO Index (the "index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index, the Renaissance IPO Index. The remaining 20% may be used to purchase securities not in the index that are an appropriate substitute for certain securities in the index in order to track the index. The index is comprised of common stocks, American Depositary Receipts ("ADRs"), real estate investment trusts ("REITS") and master limited partnerships ("MLPs"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$41.95
Average Daily Volume
52,492
17
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
$96.07
Average Daily Volume
695,408
53
Performance
| Period | IPO | MOAT |
|---|---|---|
| 30 Days | 0.45% | 0.79% |
| 60 Days | 13.31% | 7.41% |
| 90 Days | 3.52% | 11.45% |
| 12 Months | 37.15% | 31.11% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IPO | Weight in MOAT | Overlap | |
|---|---|---|---|---|---|
| KVUE | C | 9.95% | 2.64% | 2.64% |
IPO Underweight 52 Positions Relative to MOAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRU | A | -2.81% | |
| GILD | A | -2.68% | |
| CRM | B | -2.61% | |
| MKTX | C | -2.61% | |
| ADSK | B | -2.6% | |
| BMY | B | -2.6% | |
| ALLE | A | -2.57% | |
| BIO | B | -2.56% | |
| CPB | D | -2.53% | |
| CTVA | A | -2.52% | |
| USB | C | -2.51% | |
| A | B | -2.5% | |
| HII | F | -2.43% | |
| NKE | D | -2.42% | |
| EMR | B | -2.41% | |
| IFF | C | -2.41% | |
| MO | D | -2.4% | |
| EL | D | -2.39% | |
| ZBH | F | -2.35% | |
| VEEV | C | -2.35% | |
| DIS | D | -2.35% | |
| PFE | D | -2.34% | |
| ADBE | F | -2.29% | |
| BA | F | -2.1% | |
| FTNT | A | -1.41% | |
| CLX | B | -1.41% | |
| NOC | B | -1.38% | |
| OTIS | A | -1.35% | |
| MAS | A | -1.35% | |
| EFX | C | -1.32% | |
| WAT | B | -1.32% | |
| SBUX | B | -1.3% | |
| IEX | D | -1.3% | |
| LRCX | D | -1.29% | |
| APD | C | -1.29% | |
| GOOGL | B | -1.29% | |
| WDAY | D | -1.28% | |
| KEYS | B | -1.27% | |
| GEHC | C | -1.26% | |
| RTX | A | -1.26% | |
| NXPI | F | -1.26% | |
| CMCSA | B | -1.24% | |
| MCHP | F | -1.24% | |
| UPS | D | -1.24% | |
| TER | C | -1.22% | |
| MSFT | D | -1.21% | |
| SCHW | D | -1.21% | |
| HON | C | -1.21% | |
| AMZN | C | -1.21% | |
| TMO | C | -1.2% | |
| ROK | D | -1.17% | |
| ETSY | F | -1.02% |
IPO: Top Represented Industries & Keywords
MOAT: Top Represented Industries & Keywords
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