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SMOT

VanEck Morningstar SMID Moat ETF
1W: +0.8% 1M: -5.1% 3M: -3.8% YTD: -3.4% 1Y: +7.7% 3Y: +32.8%
$35.27
+0.09 (+0.26%)
After Hours: $39.03 (+3.76, +10.67%)
Weekly Expected Move ±1.9%
$33 $34 $34 $35 $36
ETF CBOE · AUM $358.9M
ETF-Level Metrics
AUM$359M
Holdings113
Top 10 Wt15.4%
Beta1.20
% Profitable84%
Coverage99%
Portfolio Valuation
P/E24.9
P/B2.9
P/S1.7
EV/EBITDA11.9
P/FCF17.7
PEG2.42
Profitability & Returns
Gross Margin33.7%
Net Margin6.0%
ROE10.3%
ROA3.3%
ROIC15.4%
Div Yield1.67%
Leverage & Liquidity
Debt/Equity0.83
Debt/Assets0.26
Net Debt/EBITDA1.6x
Interest Cov4.0x
Current Ratio0.83
Quick Ratio0.70
Growth (YoY)
Revenue+6.6%
Net Income-7.9%
EPS-5.0%
FCF+29.9%
EBITDA+10.9%
Rev CAGR 3Y+5.7%
Quality Scores
Piotroski F6.1
Altman Z4.48
IS Quality66.2
IS Overall52.1
IS Value50.6
Median P/E22.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Healthcare 21 19.4% 26.5
Technology 21 17.8% 7.9
Industrials 15 13.6% 28.3
Consumer Cyclical 15 12.2% 12.4
Basic Materials 9 9.7% -27.4
Consumer Defensive 10 8.2% 3.2
Financial Services 8 5.7% 16.3
Energy 4 4.9% 20.5
Utilities 4 3.1% 22.4
Real Estate 2 2.4% 51.8
Communication Services 4 2.3% -39.7
Other 3 0.7%

Smart Money Overlap

11 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
EOG EOG Resources, Inc. 0.88% 4 Bullish 21 1 +26.6%
LHX L3Harris Technologies, Inc. 0.86% 4 Bullish 14 1 +0.6%
DOW Dow Inc. 0.79% 4 Bullish 11 1 +28.3%
IFF International Flavors & Fragrances Inc. 0.77% 4 Bullish 13 4 +4.7%
WTRG Essential Utilities, Inc. 0.74% 4 Bullish 8 2 +3.8%
LH Labcorp Holdings Inc. 0.71% 4 Bullish 11 7 -2.8%
WAT Waters Corporation 0.65% 4 Bullish 24 1 +0.6%
INGR Ingredion Incorporated 0.65% 4 Bullish 33 2 +0.0%
CARR Carrier Global Corporation 0.64% 4 Bullish 10 1 -3.8%
CLX The Clorox Company 0.61% 4 Bullish 1 1 +2.9%
HUM Humana Inc. 0.48% 4 Bullish 1 2 -1.8%
Showing 50 of 116 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Akamai Technologies Inc AKAM 1.67% $5.3M 45,761 37.6 $17.1B Technology
2 Albemarle Corp ALB 1.63% $5.2M 28,918 -41.1 $21.0B Basic Materials
3 Schlumberger Nv SLB.PA 1.60% $5.1M 101,608 21.7 $57.6B Energy
4 Devon Energy Corp DVN 1.60% $5.1M 104,898 11.6 $30.7B Energy
5 Corteva Inc CTVA 1.58% $5.0M 60,005 52.6 $57.5B Basic Materials
6 Royalty Pharma Plc RPRX 1.56% $5.0M 102,105 27.2 $20.8B Healthcare
7 Marvell Technology Inc MRVL 1.54% $4.9M 45,761 34.0 $93.6B Technology
8 Dupont De Nemours Inc DD 1.46% $4.6M 100,597 -24.1 $19.1B Basic Materials
9 Mondelez International Inc MDLZ 1.37% $4.4M 76,391 30.3 $74.2B Consumer Defensive
10 Biomarin Pharmaceutical Inc BMRN 1.37% $4.3M 75,889 30.5 $10.7B Healthcare
11 Cigna Group/The CI 1.36% $4.3M 16,187 12.1 $72.1B Healthcare
12 Carnival Corp 0EV1.L 1.36% $4.3M 162,158 11.4 $34.2B Consumer Cyclical
13 Biogen Inc BIIB 1.34% $4.2M 23,119 20.1 $26.0B Healthcare
14 Amcor Plc AMCR 1.33% $4.2M 104,156 31.0 $18.4B Consumer Cyclical
15 Zimmer Biomet Holdings Inc ZBH 1.33% $4.2M 46,417 25.4 $18.0B Healthcare
16 Airbnb Inc ABNB 1.32% $4.2M 33,573 30.5 $74.9B Consumer Cyclical
17 Zoom Video Communications Inc ZM 1.32% $4.2M 52,070 12.8 $24.4B Technology
18 Vontier Corp VNT 1.31% $4.2M 115,481 12.5 $5.1B Technology
19 Masco Corp MAS 1.29% $4.1M 67,562 15.1 $12.0B Industrials
20 Bio-Techne Corp TECH 1.25% $4.0M 74,084 102.1 $8.3B Healthcare
21 T Rowe Price Group Inc TROW 1.25% $4.0M 44,193 9.7 $19.7B Financial Services
22 Etsy Inc ETSY 1.24% $3.9M 78,540 31.1 $5.1B Consumer Cyclical
23 Acuity Brands Inc AYI 1.23% $3.9M 13,575 18.9 $8.1B Industrials
24 Kraft Heinz Co/The KHC 1.23% $3.9M 175,962 -4.6 $27.0B Consumer Defensive
25 Crown Castle Inc CCI 1.22% $3.9M 47,797 83.1 $37.0B Real Estate
26 Ge Healthcare Technologies Inc GEHC 1.22% $3.9M 53,746 19.1 $32.1B Healthcare
27 Otis Worldwide Corp OTIS 1.22% $3.9M 49,978 22.1 $30.3B Industrials
28 Nxp Semiconductors Nv 0EDE.L 1.21% $3.8M 19,662 24.1 $48.7B Technology
29 Jack Henry & Associates Inc JKHY 1.20% $3.8M 24,397 22.5 $11.4B Technology
30 Sba Communications Corp SBAC 1.20% $3.8M 22,262 20.6 $21.6B Real Estate
31 Becton Dickinson & Co BDX 1.20% $3.8M 24,406 25.1 $56.0B Healthcare
32 Resmed Inc RMD 1.20% $3.8M 17,094 22.1 $32.7B Healthcare
33 Transunion TRU 1.19% $3.8M 54,885 29.6 $13.4B Industrials
34 Cf Industries Holdings Inc CF 1.19% $3.8M 29,627 13.9 $20.0B Basic Materials
35 Equifax Inc EFX 1.18% $3.8M 20,879 33.5 $22.0B Industrials
36 Datadog Inc DDOG 1.13% $3.6M 30,272 392.0 $42.6B Technology
37 Lamb Weston Holdings Inc LW 1.01% $3.2M 83,063 18.2 $5.5B Consumer Defensive
38 Eog Resources Inc EOG 0.88% $2.8M 19,805 15.4 $76.5B Energy
39 Ball Corp BLL 0.88% $2.8M 46,114 17.6 $21.8B Consumer Cyclical
40 L3harris Technologies Inc LHX 0.86% $2.7M 7,699 41.5 $66.6B Industrials
41 Huntington Ingalls Industries Inc HII 0.86% $2.7M 6,944 25.8 $15.6B Industrials
42 Air Products And Chemicals Inc APD 0.84% $2.7M 9,221 -196.0 $65.4B Basic Materials
43 Diamondback Energy Inc FANG 0.83% $2.6M 13,761 33.2 $54.7B Energy
44 Generac Holdings Inc GNRC 0.83% $2.6M 13,179 70.9 $11.4B Industrials
45 Celanese Corp CE 0.82% $2.6M 40,870 -6.1 $7.0B Basic Materials
46 Oshkosh Corp OSK 0.80% $2.5M 17,066 14.4 $9.2B Industrials
47 Dow Inc DOW 0.79% $2.5M 61,282 -11.3 $29.7B Basic Materials
48 Firstenergy Corp FE 0.79% $2.5M 48,937 29.0 $29.7B Utilities
49 Nordson Corp NDSN 0.79% $2.5M 9,411 28.1 $14.7B Industrials
50 Hershey Co/The HSY 0.78% $2.5M 12,264 47.5 $41.8B Consumer Defensive

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms