MOAT vs. HELX ETF Comparison
Comparison of Market Vectors Wide Moat ETF (MOAT) to Franklin Genomic Advancements ETF (HELX)
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
$96.01
Average Daily Volume
681,559
53
HELX
Franklin Genomic Advancements ETF
HELX Description
Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovationGrade (RS Rating)
Last Trade
$31.80
Average Daily Volume
1,781
49
Performance
| Period | MOAT | HELX |
|---|---|---|
| 30 Days | 1.69% | -1.61% |
| 60 Days | 10.05% | -0.32% |
| 90 Days | 10.98% | 0.68% |
| 12 Months | 30.15% | 13.19% |
MOAT Overweight 48 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRU | C | 2.81% | |
| GILD | A | 2.68% | |
| KVUE | C | 2.64% | |
| CRM | B | 2.61% | |
| MKTX | B | 2.61% | |
| ADSK | B | 2.6% | |
| ALLE | A | 2.57% | |
| CPB | D | 2.53% | |
| USB | C | 2.51% | |
| HII | F | 2.43% | |
| NKE | D | 2.42% | |
| EMR | B | 2.41% | |
| IFF | D | 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 | C | 1.41% | |
| NOC | B | 1.38% | |
| OTIS | A | 1.35% | |
| MAS | C | 1.35% | |
| EFX | D | 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% | |
| ROK | D | 1.17% | |
| ETSY | F | 1.02% |
MOAT Underweight 44 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | F | -5.6% | |
| VRTX | D | -5.35% | |
| DHR | D | -5.34% | |
| REGN | D | -5.19% | |
| LLY | D | -4.9% | |
| KRYS | D | -4.27% | |
| NTRA | A | -3.82% | |
| AZN | D | -2.67% | |
| BRKR | D | -2.32% | |
| IONS | F | -2.18% | |
| INSM | D | -2.06% | |
| CDNS | D | -2.05% | |
| CRL | F | -1.95% | |
| QGEN | F | -1.94% | |
| BNTX | B | -1.89% | |
| ALNY | C | -1.83% | |
| UTHR | C | -1.77% | |
| EXAS | C | -1.68% | |
| ICLR | F | -1.6% | |
| SRPT | F | -1.56% | |
| RCKT | F | -1.49% | |
| RARE | D | -1.41% | |
| TWST | D | -1.26% | |
| IQV | F | -1.13% | |
| TECH | D | -1.01% | |
| AZTA | F | -0.96% | |
| MRNA | F | -0.92% | |
| CDMO | D | -0.88% | |
| BEAM | F | -0.88% | |
| BBIO | F | -0.86% | |
| NBIX | F | -0.82% | |
| LGND | C | -0.82% | |
| NTLA | F | -0.81% | |
| VYGR | D | -0.81% | |
| CRSP | F | -0.63% | |
| RXRX | F | -0.62% | |
| FDMT | F | -0.57% | |
| RGEN | F | -0.56% | |
| AVTR | D | -0.52% | |
| SLP | F | -0.28% | |
| VCYT | C | -0.24% | |
| BMRN | F | -0.21% | |
| DVAX | F | -0.19% | |
| ARE | D | -0.16% |
MOAT: Top Represented Industries & Keywords
HELX: Top Represented Industries & Keywords
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