MGRO vs. EQTY ETF Comparison
Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO) to Kovitz Core Equity ETF (EQTY)
MGRO
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF
MGRO Description
The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.
Grade (RS Rating)
Last Trade
$30.70
Average Daily Volume
258
38
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.91
Average Daily Volume
36,225
38
Performance
Period | MGRO | EQTY |
---|---|---|
30 Days | -1.75% | 0.78% |
60 Days | 0.04% | 4.09% |
90 Days | 2.85% | 6.56% |
12 Months | 27.72% |
MGRO Overweight 31 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
ADSK | A | 5.29% | |
TRU | D | 4.84% | |
ROK | B | 4.63% | |
VEEV | C | 4.61% | |
ADBE | D | 4.28% | |
A | F | 3.97% | |
FTNT | B | 3.14% | |
MKTX | D | 3.08% | |
EL | F | 2.78% | |
ALLE | D | 2.68% | |
TYL | B | 2.63% | |
OTIS | D | 2.62% | |
IEX | B | 2.47% | |
WST | C | 2.36% | |
WDAY | C | 2.26% | |
STZ | D | 2.16% | |
VRSN | D | 2.14% | |
ZBH | C | 2.13% | |
HII | F | 2.01% | |
YUM | D | 2.01% | |
CTVA | C | 2.0% | |
CLX | A | 1.66% | |
WAT | B | 1.61% | |
DIS | B | 1.4% | |
ETSY | D | 1.06% | |
GEHC | C | 0.91% | |
BIO | C | 0.86% | |
NKE | F | 0.85% | |
TER | F | 0.83% | |
LRCX | F | 0.82% | |
TMO | D | 0.26% |
MGRO Underweight 31 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
META | C | -4.81% | |
SCHW | A | -4.68% | |
GOOG | B | -4.14% | |
BDX | F | -3.98% | |
V | A | -3.77% | |
PM | A | -3.75% | |
J | D | -3.58% | |
KMX | C | -3.36% | |
FI | A | -3.18% | |
LOW | C | -3.16% | |
BRK.A | B | -3.16% | |
PCAR | C | -3.13% | |
AXP | B | -3.02% | |
ORCL | A | -2.96% | |
AON | B | -2.92% | |
JPM | B | -2.57% | |
PPG | F | -2.36% | |
MSI | A | -2.08% | |
AAPL | C | -1.89% | |
DLTR | F | -1.86% | |
ANET | D | -1.84% | |
ADI | D | -1.73% | |
DEO | F | -1.72% | |
AMAT | F | -1.67% | |
HAS | D | -1.07% | |
AMD | F | -0.94% | |
HAYW | B | -0.65% | |
SYK | A | -0.13% | |
GGG | B | -0.1% | |
VRSK | A | -0.08% | |
ABT | B | -0.06% |
MGRO: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords