VanEck Morningstar SMID Moat ETF
SMOT

$34.54

0.44%

Market Cap: $371M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

14% more funds holding

Funds holding: 76 [Q1] → 87 (+11) [Q2]

1% more capital invested

Capital invested by funds: $222M [Q1] → $225M (+$2.93M) [Q2]

0.25% more ownership

Funds ownership: 66.08% [Q1] → 66.33% (+0.25%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for SMOT.

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Financial journalist opinion

The Investor's Guide to the SMIDcap Asset Class

The small-midcap (SMIDcap) asset class could be a compelling opportunity in the near future. SMIDcap ETFs are often underrepresented in portfolios.

The Investor's Guide to the SMIDcap Asset Class

Moat Stocks Gain as Mega-Caps Falter

July saw a notable shift in U.S. equities. The Magnificent 7 tech sell-off drove a divergence between mega-cap growth stocks and the more value-oriented and smaller large-cap segment of the market.

Moat Stocks Gain as Mega-Caps Falter

SMOT: Frustrating Performance, Unconvincing Factor Mix

SMOT is supposed to offer exposure to narrow- and wide-moat companies from the SMID league. This proposition looks solid at first glance, but neither its performance delivered since inception in 2022 nor the current factor mix are convincing enough. Over November 2022–July 2024, SMOT delivered the weakest risk-adjusted returns compared to IVV, MOAT, and IWR. It slightly beat IWM.

SMOT: Frustrating Performance, Unconvincing Factor Mix

Zacks Investment Research

Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?

Making its debut on 10/04/2022, smart beta exchange traded fund VanEck Morningstar SMID Moat ETF (SMOT) provides investors broad exposure to the Style Box - All Cap Blend category of the market.

Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?

Explore the Strongholds: Moat Index Holdings Overview

Get Morningstar's moat analysis and business outlooks for all 55 companies in the Morningstar® Wide Moat Focus Index. Powered by Morningstar's forward-looking equity research, the Morningstar® Wide Moat Focus Index comprises quality companies with sustainable competitive advantages that are trading at attractive valuations.

Explore the Strongholds: Moat Index Holdings Overview

Moat Stocks Steady Amid Tech's Market Surge

By Coulter Regal, CFA, Product Manager As U.S. equities climbed, Morningstar's Moat Index kept its value bias, offering a diversifier from concentration risk and the SMID Moat Index shifted from tech to materials and utilities as it seeks valuation opportunities. U.S.

Moat Stocks Steady Amid Tech's Market Surge

Zacks Investment Research

Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?

A smart beta exchange traded fund, the VanEck Morningstar SMID Moat ETF (SMOT) debuted on 10/04/2022, and offers broad exposure to the Style Box - All Cap Blend category of the market.

Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?

SMOT: My First Look At VanEck's Mid-Cap Moat ETF

SMOT tracks the Morningstar US Small-Mid Cap Moat Focus Index, selecting wide and narrow moat stocks from the 70-97th percentile of the investable market. Its expense ratio is currently 0.49%. SMOT is different from MOAT because it includes narrow moat stocks, a necessary change because only about 150 small- and mid-cap stocks have wide moat coverage from Morningstar. One consequence is that quality isn't necessarily very strong, though that is true for several other Morningstar Moat ETFs. Instead, SMOT's strength is its 15.02x forward P/E.

SMOT: My First Look At VanEck's Mid-Cap Moat ETF

Moat Stocks React to Inflation and Slowing Growth

By Brandon Rakszawski, Director of Product Management April was a reset month for US equity markets, as investors digested persistent inflation data and declining GDP growth. It was the first negative month of the year, from a total return perspective, pausing what had been a consistent upward trajectory for US stocks to start the year.

Moat Stocks React to Inflation and Slowing Growth

Zacks Investment Research

Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the VanEck Morningstar SMID Moat ETF (SMOT) is a smart beta exchange traded fund launched on 10/04/2022.

Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?

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