MVAL vs. BEEZ ETF Comparison
Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF (MVAL) to Honeytree U.S. Equity ETF (BEEZ)
MVAL
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF
MVAL Description
The fund invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure value companies. It is non-diversified.
Grade (RS Rating)
Last Trade
$32.91
Average Daily Volume
368
10
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.15
Average Daily Volume
983
10
Performance
Period | MVAL | BEEZ |
---|---|---|
30 Days | 2.07% | 3.08% |
60 Days | 7.01% | 5.71% |
90 Days | 9.83% | 6.48% |
12 Months |
1 Overlapping Holdings
Symbol | Grade | Weight in MVAL | Weight in BEEZ | Overlap | |
---|---|---|---|---|---|
MAS | B | 3.23% | 4.11% | 3.23% |
MVAL: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords