MOTE vs. AIVL ETF Comparison
Comparison of VanEck Morningstar ESG Moat ETF (MOTE) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
MOTE
VanEck Morningstar ESG Moat ETF
MOTE Description
VanEck Morningstar ESG Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Morningstar US Sustainability Moat Focus Index. The fund was formed on October 5, 2021 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$28.71
Average Daily Volume
437
Number of Holdings
*
62
* may have additional holdings in another (foreign) market
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$111.03
Average Daily Volume
2,643
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | MOTE | AIVL |
|---|---|---|
| 30 Days | 1.11% | 1.52% |
| 60 Days | 7.33% | 6.28% |
| 90 Days | 9.37% | 12.19% |
| 12 Months | 26.64% | 29.68% |
13 Overlapping Holdings
| Symbol | Grade | Weight in MOTE | Weight in AIVL | Overlap | |
|---|---|---|---|---|---|
| A | B | 1.24% | 2.38% | 1.24% | |
| CMCSA | B | 2.3% | 3.71% | 2.3% | |
| CME | A | 2.35% | 2.44% | 2.35% | |
| CSX | D | 1.17% | 0.82% | 0.82% | |
| ICE | A | 2.73% | 3.27% | 2.73% | |
| JKHY | A | 1.23% | 0.25% | 0.25% | |
| MDT | A | 1.16% | 3.47% | 1.16% | |
| NKE | D | 0.81% | 0.43% | 0.43% | |
| OTIS | A | 1.26% | 3.05% | 1.26% | |
| ROP | C | 1.02% | 2.23% | 1.02% | |
| SBUX | B | 1.05% | 0.3% | 0.3% | |
| USB | C | 1.3% | 2.49% | 1.3% | |
| ZBH | F | 1.03% | 0.55% | 0.55% |
MOTE Overweight 49 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRU | C | 3.23% | |
| TYL | C | 2.85% | |
| ALLE | A | 2.78% | |
| MAS | A | 2.73% | |
| EFX | D | 2.61% | |
| ADSK | C | 2.54% | |
| TMO | C | 2.49% | |
| EMR | B | 2.46% | |
| VEEV | C | 2.37% | |
| NTRS | C | 2.37% | |
| GOOGL | C | 2.29% | |
| YUM | B | 2.28% | |
| PEP | D | 2.27% | |
| STZ | B | 2.25% | |
| DIS | D | 2.17% | |
| AXP | A | 1.77% | |
| BK | C | 1.58% | |
| FTNT | C | 1.51% | |
| TER | D | 1.47% | |
| KLAC | D | 1.44% | |
| BLK | B | 1.39% | |
| STT | C | 1.38% | |
| NOW | C | 1.38% | |
| AMAT | D | 1.35% | |
| WAT | B | 1.33% | |
| LOW | A | 1.33% | |
| ECL | A | 1.33% | |
| CRM | C | 1.32% | |
| ADI | C | 1.31% | |
| WDAY | D | 1.31% | |
| HOG | C | 1.28% | |
| LNG | D | 1.27% | |
| ADBE | F | 1.26% | |
| MA | A | 1.25% | |
| SYY | B | 1.24% | |
| IFF | C | 1.22% | |
| APD | C | 1.19% | |
| AMGN | D | 1.19% | |
| PANW | D | 1.19% | |
| CLX | B | 1.18% | |
| CSCO | A | 1.17% | |
| MSFT | C | 1.14% | |
| MDLZ | C | 1.12% | |
| CSGP | F | 1.09% | |
| GILD | A | 1.08% | |
| TROW | D | 1.04% | |
| ROK | D | 0.99% | |
| MKTX | C | 0.99% | |
| VRSN | C | 0.86% |
MOTE Underweight 87 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -3.78% | |
| MO | B | -3.17% | |
| NDAQ | C | -3.11% | |
| ABT | C | -2.89% | |
| WY | B | -2.86% | |
| FTV | B | -2.81% | |
| RTX | A | -2.55% | |
| NI | A | -2.48% | |
| KDP | C | -2.41% | |
| TXT | D | -2.22% | |
| PPL | A | -2.19% | |
| INTC | D | -2.09% | |
| CNC | F | -1.93% | |
| TDY | B | -1.91% | |
| AMCR | A | -1.85% | |
| ORI | A | -1.71% | |
| HON | B | -1.64% | |
| PPG | D | -1.63% | |
| HWM | A | -1.21% | |
| PCG | B | -1.17% | |
| CNP | B | -1.1% | |
| HOLX | D | -1.09% | |
| PFE | D | -1.03% | |
| MMM | B | -0.98% | |
| OXY | F | -0.96% | |
| HPE | C | -0.96% | |
| LKQ | F | -0.94% | |
| JCI | B | -0.93% | |
| KHC | B | -0.73% | |
| LHX | A | -0.7% | |
| RBLX | C | -0.67% | |
| SBAC | B | -0.66% | |
| QGEN | D | -0.65% | |
| WH | C | -0.65% | |
| KEYS | C | -0.65% | |
| HUN | B | -0.6% | |
| HEI | C | -0.58% | |
| NSA | C | -0.56% | |
| XP | F | -0.56% | |
| ESI | B | -0.49% | |
| BRK.A | C | -0.46% | |
| AON | A | -0.45% | |
| CVX | D | -0.45% | |
| M | F | -0.45% | |
| CNH | C | -0.43% | |
| IWD | A | -0.42% | |
| HXL | F | -0.41% | |
| TECH | B | -0.34% | |
| FDS | C | -0.33% | |
| PM | B | -0.32% | |
| WFC | D | -0.31% | |
| CCL | C | -0.28% | |
| HST | D | -0.26% | |
| IEX | D | -0.26% | |
| UPS | D | -0.26% | |
| IVZ | C | -0.26% | |
| CAG | B | -0.26% | |
| ED | A | -0.26% | |
| AEE | A | -0.26% | |
| WEN | C | -0.26% | |
| EXC | A | -0.26% | |
| SRE | A | -0.26% | |
| BWA | C | -0.26% | |
| BAX | D | -0.26% | |
| REYN | C | -0.26% | |
| INCY | B | -0.25% | |
| FLO | C | -0.25% | |
| TRIP | F | -0.25% | |
| PAYX | A | -0.25% | |
| DCI | B | -0.25% | |
| BEN | F | -0.25% | |
| DOW | B | -0.25% | |
| OGE | A | -0.25% | |
| BILL | D | -0.24% | |
| GTES | C | -0.24% | |
| PINC | F | -0.24% | |
| ASH | F | -0.24% | |
| FR | C | -0.24% | |
| LNC | D | -0.24% | |
| BDX | B | -0.24% | |
| DXC | D | -0.24% | |
| GPC | D | -0.24% | |
| GNTX | F | -0.24% | |
| MOS | F | -0.23% | |
| IQV | F | -0.23% | |
| ELV | F | -0.23% | |
| GPN | F | -0.22% |
MOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Asset Management
Business Services
Diagnostics & Research
Diversified Industrials
Semiconductor Equipment & Materials
Credit Services
Drug Manufacturers - Major
Financial Data & Stock Exchanges
Internet Content & Information
Medical Devices
Restaurants
Specialty Chemicals
Banks - Regional - US
Beverages - Soft Drinks
Beverages - Wineries & Distilleries
Building Materials
Capital Markets
Chemicals
Communication Equipment
AIVL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Aerospace & Defense
Auto Parts
Business Services
Chemicals
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Medical Instruments & Supplies
Packaged Foods
Scientific & Technical Instruments
Asset Management
Biotechnology
Capital Markets
Communication Equipment
Health Care Plans
Insurance - Diversified
Leisure
Oil & Gas Integrated
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