MOAT vs. UPGR ETF Comparison
Comparison of Market Vectors Wide Moat ETF (MOAT) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
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
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
UPGR Description
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.Grade (RS Rating)
Last Trade
$18.99
Average Daily Volume
196
43
Performance
| Period | MOAT | UPGR |
|---|---|---|
| 30 Days | 1.11% | 3.55% |
| 60 Days | 2.13% | -0.53% |
| 90 Days | 3.74% | -0.52% |
| 12 Months | 25.88% | 2.28% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MOAT | Weight in UPGR | Overlap | |
|---|---|---|---|---|---|
| IEX | B | 1.39% | 2.43% | 1.39% |
MOAT Overweight 52 Positions Relative to UPGR
| 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% | |
| 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% | |
| AMZN | C | 1.37% | |
| APD | A | 1.36% | |
| HON | B | 1.35% | |
| SBUX | A | 1.33% | |
| NOC | D | 1.32% | |
| CMCSA | B | 1.3% | |
| MAS | D | 1.29% | |
| OTIS | C | 1.29% | |
| RTX | C | 1.25% | |
| UPS | C | 1.24% | |
| ROK | B | 1.24% | |
| KEYS | A | 1.23% | |
| MSFT | F | 1.21% | |
| 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 42 Positions Relative to UPGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| BE | B | -5.32% | |
| TSLA | B | -3.23% | |
| PCT | C | -2.97% | |
| AMPS | C | -2.96% | |
| RYI | C | -2.63% | |
| CWST | A | -2.49% | |
| RS | B | -2.47% | |
| PH | A | -2.47% | |
| AZZ | B | -2.44% | |
| ITRI | B | -2.36% | |
| ORA | B | -2.35% | |
| WM | A | -2.34% | |
| RSG | A | -2.34% | |
| IR | B | -2.33% | |
| GGG | B | -2.32% | |
| LII | A | -2.3% | |
| FLNC | C | -2.3% | |
| CLH | B | -2.19% | |
| RIVN | F | -2.19% | |
| ECL | D | -2.14% | |
| PLUG | F | -2.12% | |
| VLTO | D | -2.11% | |
| ARRY | C | -2.1% | |
| QS | F | -2.1% | |
| ENS | D | -2.08% | |
| CARR | D | -2.05% | |
| XYL | D | -2.02% | |
| MEG | F | -1.99% | |
| SHLS | F | -1.9% | |
| GPRE | F | -1.89% | |
| FSLR | F | -1.86% | |
| AOS | F | -1.83% | |
| CHPT | F | -1.8% | |
| BLNK | F | -1.79% | |
| EOSE | D | -1.74% | |
| NVRI | F | -1.58% | |
| NEP | F | -1.45% | |
| RUN | F | -1.38% | |
| NOVA | F | -1.38% | |
| LCID | F | -1.35% | |
| RNEW | B | -0.27% | |
| PAVE | A | -0.1% |
MOAT: Top Represented Industries & Keywords
UPGR: Top Represented Industries & Keywords
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