RSHO vs. MOTO ETF Comparison

Comparison of Tema American Reshoring ETF (RSHO) to SmartETFs Smart Transportation & Technology ETF (MOTO)

RSHO

Tema American Reshoring ETF

RSHO Description

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$37.48

Average Daily Volume

22,598

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

MOTO

SmartETFs Smart Transportation & Technology ETF

MOTO Description

The investment seeks long-term capital appreciation. The fund will invest in publicly-traded equity securities of domestic or foreign companies that are involved in the development and production of products or services for Smart Transportation, including safer, cleaner or connected vehicles and Smart Transportation companies providing transportation as a service. Under normal circumstances, it will invest at least 80% of its net assets (plus any borrowings for investment purposes) in Smart Transportation companies and Technology companies.

Grade (RS Rating)

Last Trade

$43.26

Average Daily Volume

2,475

Number of Holdings ^*

18

* may have additional holdings in another (foreign) market

Performance

Period	RSHO	MOTO
30 Days	6.51%	4.61%
60 Days	9.93%	9.87%
90 Days	10.51%	-4.58%
12 Months	38.41%	11.27%

1 Overlapping Holdings

	Symbol	Grade	Weight in RSHO	Weight in MOTO	Overlap
	ETN	B	4.91%	4.45%	4.45%

RSHO Overweight 9 Positions Relative to MOTO

	Symbol	Grade	Weight
	AIT	B	5.33%
	CLH	B	4.88%
	SPXC	A	4.6%
	LIN	C	4.41%
	CRH	C	4.35%
	IR	A	4.32%
	PRIM	A	4.07%
	FLR	B	3.73%
	FSS	D	3.61%

RSHO Underweight 17 Positions Relative to MOTO

	Symbol	Grade	Weight
	TSM	B	-4.54%
	PWR	A	-4.4%
	NVDA	B	-4.29%
	APH	D	-4.07%
	GOOG	B	-3.83%
	TSLA	C	-3.65%
	ADI	B	-3.59%
	NXPI	F	-3.45%
	TEL	D	-3.12%
	ON	F	-2.82%
	ST	F	-2.73%
	POWI	F	-2.47%
	THRM	F	-2.46%
	SWKS	F	-2.42%
	APTV	D	-2.21%
	DAR	F	-1.69%
	DAN	D	-1.62%

RSHO: Top Represented Industries & Keywords

Industries: Diversified Industrials Engineering & Construction Building Materials Industrial Distribution Pollution & Treatment Controls Specialty Chemicals Specialty Industrial Machinery Waste Management

Keywords: Chemical Mining S&P 500 Construction Services HVAC Industrial Technologies Pollution Project Management Project Management Services Security Systems Access Control Access Control Systems Actuant Aerospace Air Separation Air Systems Argon Asphalt Bearings Beverage

MOTO: Top Represented Industries & Keywords

Industries: Semiconductors Auto Parts Electronic Components Auto Manufacturers Engineering & Construction Internet Content & Information Scientific & Technical Instruments Specialty Industrial Machinery Waste Management

Keywords: S&P 500 Nasdaq 100 Electronics Integrated Circuits Power Management Semiconductor Aerospace Computing Electrical Engineering Electromagnetism Electronic Devices Fabless Semiconductor Companies Fiber Optics Motor Vehicles Powertrain Powertrain Systems Smartphones Automotive Electronics Automotive Industry Broadband