VanEck Morningstar SMID Moat ETFSMOT
SMOT
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
26% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 31
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $227M [Q2] → $256M (+$28.7M) [Q3]
3% more funds holding
Funds holding: 88 [Q2] → 91 (+3) [Q3]
0.29% more ownership
Funds ownership: 66.91% [Q2] → 67.2% (+0.29%) [Q3]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SMOT.
Financial journalist opinion
Neutral
Business Wire
2 days ago
VanEck Announces Year-End Distributions for VanEck Equity ETFs
NEW YORK--(BUSINESS WIRE)--VanEck has announced the 2024 annual distributions per share for its VanEck equity exchange-traded funds (ETFs).
Neutral
Zacks Investment Research
6 days ago
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.
Neutral
ETF Trends
1 month ago
VIDEO: ETF of the Week: SMOT
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Neutral
ETF Trends
1 month ago
ETF of the Week: VanEck Morningstar SMID Moat ETF (SMOT)
VettaFi's Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit the Beyond Basic Beta Channel.
Positive
ETF Trends
1 month ago
Time Could Be Right for This Wide Moat ETF
Broader gauges of smaller stocks, both mid- and small-caps, are lagging the S&P 500 on a YTD basis. But those indexes have also delivered double-digit returns.
Neutral
Zacks Investment Research
2 months ago
Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?
Launched on 10/04/2022, the VanEck Morningstar SMID Moat ETF (SMOT) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
Positive
ETF Trends
3 months ago
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.
Positive
ETF Trends
4 months ago
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.
Negative
Seeking Alpha
4 months ago
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.
Neutral
Zacks Investment Research
4 months ago
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.
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