MOAT vs. JDIV ETF Comparison
Comparison of Market Vectors Wide Moat ETF (MOAT) to JPMorgan Dividend Leaders ETF (JDIV)
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
JDIV
JPMorgan Dividend Leaders ETF
JDIV Description
JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.Grade (RS Rating)
Last Trade
$47.39
Average Daily Volume
1,143
40
Performance
| Period | MOAT | JDIV |
|---|---|---|
| 30 Days | 1.11% | -1.91% |
| 60 Days | 2.13% | |
| 90 Days | 3.74% | |
| 12 Months | 25.88% |
MOAT Overweight 47 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| 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% | |
| DIS | B | 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% | |
| PFE | D | 2.1% | |
| 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% | |
| GOOGL | C | 1.39% | |
| IEX | B | 1.39% | |
| AMZN | C | 1.37% | |
| APD | A | 1.36% | |
| SBUX | A | 1.33% | |
| NOC | D | 1.32% | |
| CMCSA | B | 1.3% | |
| MAS | D | 1.29% | |
| RTX | C | 1.25% | |
| UPS | C | 1.24% | |
| 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% | |
| TER | D | 0.97% | |
| ETSY | D | 0.91% |
MOAT Underweight 34 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -3.06% | |
| FIS | C | -2.53% | |
| UNH | C | -2.43% | |
| MCD | D | -2.2% | |
| MS | A | -2.12% | |
| ACN | C | -2.06% | |
| ABT | B | -1.94% | |
| YUM | B | -1.91% | |
| SO | D | -1.84% | |
| BAC | A | -1.81% | |
| NEE | D | -1.8% | |
| JNJ | D | -1.78% | |
| AVGO | D | -1.76% | |
| CME | A | -1.71% | |
| ABBV | D | -1.65% | |
| MA | C | -1.42% | |
| XOM | B | -1.41% | |
| WELL | A | -1.31% | |
| CVX | A | -1.3% | |
| LIN | D | -1.28% | |
| LOW | D | -1.28% | |
| ROST | C | -1.26% | |
| BKR | B | -1.13% | |
| TSM | B | -1.13% | |
| KO | D | -1.1% | |
| WFC | A | -1.06% | |
| TFC | A | -1.05% | |
| ADI | D | -0.96% | |
| STX | D | -0.81% | |
| DOW | F | -0.75% | |
| MRK | F | -0.74% | |
| PLD | D | -0.73% | |
| D | C | -0.67% | |
| CMS | C | -0.44% |
MOAT: Top Represented Industries & Keywords
JDIV: Top Represented Industries & Keywords
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