MGRO vs. MOAT ETF Comparison

Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO) to Market Vectors Wide Moat ETF (MOAT)
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

$31.27

Average Daily Volume

502

Number of Holdings *

38

* 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

$96.83

Average Daily Volume

646,883

Number of Holdings *

53

* may have additional holdings in another (foreign) market
Performance
Period MGRO MOAT
30 Days 1.14% 1.33%
60 Days 3.92% 3.95%
90 Days 9.11% 8.82%
12 Months 30.47%
32 Overlapping Holdings
Symbol Grade Weight in MGRO Weight in MOAT Overlap
A C 4.17% 2.31% 2.31%
ADBE F 3.95% 2.2% 2.2%
ADSK A 5.01% 2.76% 2.76%
ALLE D 2.89% 2.71% 2.71%
AMZN A 4.13% 1.2% 1.2%
BIO B 0.84% 2.65% 0.84%
CLX C 1.63% 1.4% 1.4%
CRM B 4.91% 2.73% 2.73%
CTVA C 2.05% 2.53% 2.05%
DIS C 1.23% 2.36% 1.23%
EFX D 2.33% 1.27% 1.27%
EL F 3.89% 2.17% 2.17%
ETSY D 1.05% 0.9% 0.9%
FTNT A 2.68% 1.46% 1.46%
GEHC D 1.0% 1.24% 1.0%
GOOGL B 2.11% 1.28% 1.28%
HII F 2.69% 2.41% 2.41%
IEX B 2.26% 1.26% 1.26%
KEYS A 2.05% 1.26% 1.26%
LRCX D 0.81% 1.13% 0.81%
MKTX C 3.38% 2.96% 2.96%
MSFT C 2.09% 1.17% 1.17%
NKE F 0.94% 2.24% 0.94%
OTIS B 2.77% 1.35% 1.35%
ROK B 4.4% 1.17% 1.17%
TER F 1.0% 1.15% 1.0%
TMO F 0.29% 1.16% 0.29%
TRU C 5.2% 2.87% 2.87%
VEEV B 4.35% 2.41% 2.41%
WAT B 1.49% 1.28% 1.28%
WDAY C 1.99% 1.27% 1.27%
ZBH C 2.04% 2.26% 2.04%
MGRO Overweight 6 Positions Relative to MOAT
Symbol Grade Weight
TYL B 2.52%
VRSN C 2.16%
STZ F 2.11%
WST C 2.01%
YUM C 1.96%
ICE D 0.46%
MGRO Underweight 21 Positions Relative to MOAT
Symbol Grade Weight
GILD A -2.79%
USB B -2.74%
BMY B -2.7%
CPB F -2.48%
EMR A -2.43%
KVUE B -2.42%
IFF F -2.38%
PFE F -2.34%
MO B -2.33%
BA F -2.08%
APD B -1.41%
NOC D -1.38%
MAS D -1.37%
SCHW B -1.34%
RTX D -1.31%
HON B -1.28%
SBUX C -1.26%
CMCSA B -1.25%
UPS C -1.25%
NXPI D -1.19%
MCHP F -1.17%
Compare ETFs