MOAT vs. UIFS ETF Comparison

Comparison of VanEck Vectors Morningstar US Wide Moat UCITS ETF (MOAT) to iShares S&P 500 Financials Sector UCITS ETF (UIFS)
MOAT

VanEck Vectors Morningstar US Wide Moat UCITS ETF

MOAT Description

The Fund's investment objective is to track, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexTM (the Index). In order to seek to achieve its investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that as far as possible and practicable consists of all or substantially all of the component securities of the Index. The Index is comprised of securities issued by companies that the Index Provider determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors (“wide moat companies”). At each quarterly review, 20 equally-weighted companies comprise the Index.

Grade (RS Rating)

Last Trade

£54.45

Average Daily Volume

9,699

Number of Holdings *

27

* may have additional holdings in another (foreign) market
UIFS

iShares S&P 500 Financials Sector UCITS ETF

UIFS Description The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Financial Services Index

Grade (RS Rating)

Last Trade

£932.25

Average Daily Volume

28,703

Number of Holdings *

37

* may have additional holdings in another (foreign) market
Performance
Period MOAT UIFS
30 Days -4.72% -2.68%
60 Days -2.65% 2.22%
90 Days 0.98% 5.49%
12 Months 12.06% 25.20%
6 Overlapping Holdings
Symbol Grade Weight in MOAT Weight in UIFS Overlap
0HLQ B 1.41% 0.77% 0.77%
0HR2 D 2.59% 1.38% 1.38%
0JC3 D 2.77% 1.34% 1.34%
0L9G D 1.22% 0.4% 0.4%
0R2Z D 1.45% 6.69% 1.45%
BRFI D 1.31% 1.89% 1.31%
MOAT Overweight 21 Positions Relative to UIFS
Symbol Grade Weight
0RIH A 2.94%
0IFA A 2.77%
0Y5C B 2.68%
0QYD A 2.5%
0HJF F 2.36%
0LEF A 2.33%
0QYF A 2.28%
0KXA F 2.18%
IIG B 1.65%
0IR9 D 1.45%
0HAV D 1.35%
0QYY F 1.34%
0QYP B 1.29%
0HWH C 1.24%
0HFN A 1.22%
0Y6X D 1.2%
0II3 D 1.16%
0R0G C 1.15%
0LOZ F 1.0%
0IIW D 0.88%
0R1B D 0.75%
MOAT Underweight 31 Positions Relative to UIFS
Symbol Grade Weight
0R37 D -13.2%
0Q16 A -4.61%
0R2F B -3.9%
0KYY D -2.38%
0KOC B -2.21%
0R01 A -2.06%
0QYU B -2.05%
0L3I B -1.96%
0VQD C -1.81%
0IP9 B -1.59%
0LHY D -1.13%
0XHL F -1.11%
0KEF A -1.1%
0OAL B -0.93%
0K0X B -0.79%
0ILW C -0.75%
0HF6 B -0.75%
0Y4Q B -0.47%
0IM1 A -0.44%
0KNY D -0.44%
0JW2 B -0.43%
0KU1 B -0.42%
0K4T C -0.41%
0HQN B -0.34%
0KO5 B -0.32%
0LC3 A -0.31%
0HYP A -0.28%
0JVI A -0.25%
0JQR C -0.24%
0HIN D -0.16%
0I1P C -0.12%
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