SMOT ETF ANALYSIS

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SMOT ETF FUNDAMENTALS
SMOT ETF PERFORMANCE

SMOT ISSUER

The VanEck Morningstar SMID Moat ETF (SMOT) is managed by VanEck, a prominent issuer in the exchange-traded fund industry. VanEck is known for its commitment to providing investors with innovative investment solutions. The SMOT ETF is designed to track wide and narrow moat companies from the Morningstar® US Small-Mid Cap IndexSM, which includes a diverse range of small- and medium-cap U.S. companies. Investors turn to VanEck's SMOT ETF to gain exposure to companies with competitive advantages and strong growth potential in this segment of the market.

SMOT DIVIDEND

While the VanEck Morningstar SMID Moat ETF (SMOT) primarily focuses on selecting wide and narrow moat companies from the Morningstar® US Small-Mid Cap IndexSM, it still offers dividend distributions to investors. These dividends are typically influenced by the performance and dividend policies of the constituent companies within the ETF. Investors in SMOT can benefit from a blend of potential capital appreciation and dividend income, making it a versatile option for those seeking exposure to small and medium-cap moat companies.

SMOT TRACKING

The SMOT ETF's tracking strategy revolves around the systematic capture of momentum within the global equity market. SMOT aims to mirror the performance of a carefully selected index that identifies and capitalizes on strong, sustained price trends across diverse sectors and geographic regions. By effectively tracking this momentum-focused index, SMOT offers investors an opportunity to participate in the potential gains associated with robust market trends, making it an appealing choice for those seeking exposure to dynamic momentum strategies.

SMOT CORRELATION

The correlation aspect of the VanEck Morningstar SMID Moat ETF (SMOT) is closely tied to the selection criteria for its underlying holdings. SMOT aims to invest in companies with wide and narrow economic moats, as determined by Morningstar. These companies are selected from the Morningstar® US Small-Mid Cap Index, representing small- and medium-capitalization U.S. firms. The correlation of SMOT is expected to be influenced by the performance and stability of these moat companies, making it an interesting choice for investors looking to gauge the strength of businesses in this segment. For in-depth correlation analysis and insights into how SMOT behaves relative to other market factors, ETF Insider's web app provides a valuable tool with simple visualizations to help investors make informed decisions and identify potential overlaps in their portfolios.

SMOT SECTOR

The VanEck Morningstar SMID Moat ETF (SMOT) is primarily focused on the wide and narrow moat companies selected from the Morningstar® US Small-Mid Cap IndexSM. This ETF invests in a broad range of small- and medium-capitalization U.S. companies, providing exposure to businesses with sustainable competitive advantages. By emphasizing moat companies, SMOT aims to deliver long-term growth potential by investing in firms with strong market positions and resilience in their respective sectors.

SMOT EXPOSURE

The exposure characteristic of the Alternative Sources SMID Moat ETF (SMOT) is rooted in its focus on companies with wide and narrow economic moats. These companies are carefully selected from the Morningstar® US Small-Mid Cap IndexSM, which encompasses a wide spectrum of small- and medium-capitalization U.S. companies. By concentrating on businesses with durable competitive advantages, SMOT offers investors the opportunity to participate in the growth potential of firms that have demonstrated resilience in their respective industries. Whether you seek exposure to wide or narrow moat companies, SMOT aims to provide a strategic approach to investing in the small and mid-cap segment of the U.S. market.

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