MOAT vs. WTAI ETF Comparison

Comparison of VanEck Vectors Morningstar US Wide Moat UCITS ETF (MOAT) to Wisdomtree Issuer Plc (WTAI)

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

£53.59

Average Daily Volume

9,854

Number of Holdings ^*

27

* may have additional holdings in another (foreign) market

WTAI

Wisdomtree Issuer Plc

WTAI Description

The WisdomTree Artificial Intelligence UCITS ETF (the “Fund”) seeks to track the price and yield performance, before fees and expenses, of the NASDAQ CTA Artificial Intelligence Index (the “Index”).

Grade (RS Rating)

Last Trade

£59.44

Average Daily Volume

9,773

Number of Holdings ^*

24

* may have additional holdings in another (foreign) market

Performance

Period	MOAT	WTAI
30 Days	-6.23%	-9.00%
60 Days	-4.18%	-9.61%
90 Days	0.30%	-1.03%
12 Months	11.69%	31.64%

5 Overlapping Holdings

	Symbol	Grade	Weight in MOAT	Weight in WTAI	Overlap
	0HFN	A	1.3%	2.42%	1.3%
	0HJF	F	2.32%	0.37%	0.37%
	0LEF	A	2.74%	2.62%	2.62%
	0QYP	B	1.24%	0.43%	0.43%
	0RIH	A	3.04%	0.53%	0.53%

MOAT Overweight 22 Positions Relative to WTAI

	Symbol	Grade	Weight
	0IFA	B	2.86%
	0JC3	D	2.71%
	0Y5C	B	2.58%
	0QYD	C	2.53%
	0HR2	D	2.52%
	0QYF	A	2.17%
	0KXA	F	2.15%
	IIG	B	1.65%
	0IR9	D	1.43%
	0R2Z	C	1.42%
	0HLQ	B	1.39%
	0HAV	C	1.33%
	BRFI	C	1.29%
	0HWH	D	1.24%
	0L9G	D	1.2%
	0Y6X	D	1.19%
	0R0G	C	1.18%
	0QYY	F	1.17%
	0II3	F	1.15%
	0LOZ	F	0.92%
	0IIW	C	0.88%
	0R1B	C	0.84%

MOAT Underweight 19 Positions Relative to WTAI

	Symbol	Grade	Weight
	0R2T	B	-2.88%
	0LCV	C	-2.54%
	0K19	A	-2.53%
	0YXG	D	-2.35%
	0KED	C	-2.24%
	0QZD	D	-1.9%
	0HG3	D	-1.9%
	0LBP	D	-1.83%
	0HS2	F	-1.79%
	0J8Z	F	-1.73%
	OCDO	F	-1.32%
	0Q19	F	-0.72%
	0R1O	B	-0.45%
	0HCI	F	-0.45%
	SMSD	D	-0.44%
	0JS0	B	-0.44%
	0R2V	F	-0.41%
	0YCP	F	-0.4%
	0R15	C	-0.37%

MOAT: Top Represented Industries & Keywords

Industries: Asset Management Telecommunications Services

Keywords: Healthcare Manufacturing Energy Financial Services Semiconductor Telecommunications Aerospace E Commerce Financial Products Food Futures Exchanges Insurance Microwave Mining Mixed Signal Integrated Circuit Product Lifecycle Management Simulation Transportation Advertising Platform Agilent Technologies

WTAI: Top Represented Industries & Keywords

Industries: Consumer Electronics Electronic Equipment Grocery Stores

Keywords: Computing Integrated Circuits Simulation Electronics Radio Frequency Aerospace Hardware Acceleration Healthcare Integrated Circuit Marketing Mixed Signal Integrated Circuit Power Management Semiconductor Semiconductor Devices Semiconductors Software Arm Holdings Broadband Consumer Consumer Electronics