MOAT vs. BBLU ETF Comparison
Comparison of Market Vectors Wide Moat ETF (MOAT) to EA Bridgeway Blue Chip ETF (BBLU)
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
$97.45
Average Daily Volume
661,978
53
BBLU
EA Bridgeway Blue Chip ETF
BBLU Description
BBLU offers concentrated exposure to US blue-chip stocks. The selection process starts with the largest 150 US companies by market-cap. The sub-adviser narrows down the initial universe based on a model-driven statistical approach that considers both market capitalization and industry diversification. Additionally, the funds investment process incorporates financially material ESG information and excludes companies involved in the tobacco industry, those with direct or indirect business tied to Sudan, and those engaged in production or trade of pornographic material. Investors should note that ESG information is just one investment consideration and is not the sole determinant of the funds holdings. The portfolio typically holds approximately 35 stocks, more or less due to corporate actions. On October 17, 2022, it converted from the mutual fund Bridgeway Blue Chip Fund (Ticker: BRLIX) to an ETF with $194 million in assets.Grade (RS Rating)
Last Trade
$13.29
Average Daily Volume
59,263
37
Performance
| Period | MOAT | BBLU |
|---|---|---|
| 30 Days | 1.11% | 3.71% |
| 60 Days | 2.13% | 4.98% |
| 90 Days | 3.74% | 7.70% |
| 12 Months | 25.88% | 33.01% |
MOAT Overweight 45 Positions Relative to BBLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRM | B | 3.14% | |
| BMY | B | 3.0% | |
| GILD | C | 2.97% | |
| ADSK | A | 2.94% | |
| EMR | A | 2.87% | |
| USB | A | 2.78% | |
| MKTX | D | 2.73% | |
| BIO | D | 2.72% | |
| KVUE | A | 2.69% | |
| TRU | D | 2.69% | |
| MO | A | 2.62% | |
| VEEV | C | 2.57% | |
| ALLE | D | 2.54% | |
| CTVA | C | 2.48% | |
| ZBH | C | 2.37% | |
| ADBE | C | 2.36% | |
| CPB | D | 2.29% | |
| A | D | 2.21% | |
| IFF | D | 2.06% | |
| NKE | D | 2.05% | |
| BA | F | 1.87% | |
| HII | D | 1.82% | |
| FTNT | C | 1.73% | |
| EL | F | 1.56% | |
| SCHW | B | 1.51% | |
| WDAY | B | 1.44% | |
| CLX | B | 1.44% | |
| WAT | B | 1.4% | |
| IEX | B | 1.39% | |
| APD | A | 1.36% | |
| HON | B | 1.35% | |
| SBUX | A | 1.33% | |
| NOC | D | 1.32% | |
| MAS | D | 1.29% | |
| OTIS | C | 1.29% | |
| ROK | B | 1.24% | |
| KEYS | A | 1.23% | |
| EFX | F | 1.2% | |
| LRCX | F | 1.17% | |
| NXPI | D | 1.16% | |
| GEHC | F | 1.14% | |
| TMO | F | 1.04% | |
| MCHP | D | 1.02% | |
| TER | D | 0.97% | |
| ETSY | D | 0.91% |
MOAT Underweight 29 Positions Relative to BBLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -4.61% | |
| JPM | A | -4.25% | |
| TSLA | B | -3.81% | |
| META | D | -3.8% | |
| AVGO | D | -3.68% | |
| V | A | -3.51% | |
| AAPL | C | -3.4% | |
| LLY | F | -3.16% | |
| WFC | A | -3.11% | |
| BAC | A | -2.76% | |
| ORCL | B | -2.69% | |
| CVX | A | -2.62% | |
| WMT | A | -2.58% | |
| CSCO | B | -2.57% | |
| MA | C | -2.47% | |
| UNH | C | -2.45% | |
| XOM | B | -2.45% | |
| BRK.A | B | -2.44% | |
| INTC | D | -2.43% | |
| HD | A | -2.35% | |
| PG | A | -2.34% | |
| MCD | D | -2.27% | |
| JNJ | D | -2.26% | |
| VZ | C | -2.23% | |
| PEP | F | -2.22% | |
| QCOM | F | -2.17% | |
| KO | D | -2.08% | |
| MRK | F | -2.04% | |
| GOOG | C | -1.27% |
MOAT: Top Represented Industries & Keywords
BBLU: Top Represented Industries & Keywords
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