MOTG - ETF AI Analysis
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VanEck Morningstar Global Wide Moat ETF (MOTG)
Rating:57Neutral
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, including companies like Etsy, BAE Systems, and Nvidia, have shown strong gains this year, helping support the ETF’s overall results.
Global Diversification
The fund spreads its investments across multiple countries, with meaningful exposure to the U.S., Europe, and Asia, which helps reduce reliance on any single market.
Balanced Sector Mix
Holdings are spread across industrials, health care, technology, consumer sectors, and financials, which can help smooth out performance when one industry is struggling.
Negative Factors
Moderate Expense Ratio
The ETF’s fee is higher than many broad market index funds, which can slightly reduce long-term returns for buy-and-hold investors.
Recent Short-Term Volatility
The fund’s performance has been weak over the last three months despite a strong recent one-month rebound, suggesting choppy short-term returns.
Smaller Asset Base
With a relatively modest amount of money invested in the fund, it may be less established and potentially more sensitive to large investor inflows or outflows.
MOTG vs. SPDR S&P 500 ETF (SPY)
AUM17.44M
RegionGlobal
Expense Ratio0.52%
Beta0.75
IssuerVanEck
Inception DateOct 30, 2018
Dividend Yield17.88%
Asset ClassEquity
Index TrackedMorningstar Global Wide Moat Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,737
30 Day Avg. Volume1,533
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
45.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering66
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MOTG Summary
MOTG is the VanEck Morningstar Global Wide Moat ETF, which follows the Morningstar Global Wide Moat Focus Index. It invests in companies around the world that Morningstar believes have strong, lasting competitive advantages, often called “wide moats.” The fund holds a mix of sectors like industrials, health care, and technology, and includes well-known names such as Nvidia and Etsy. Someone might invest in this ETF for diversified global stock exposure with a focus on high-quality businesses that may grow over time. A key risk is that it still invests in stocks, so its value can go up and down with the global market.
How much will it cost me?The VanEck Morningstar Global Wide Moat ETF (MOTG) has an expense ratio of 0.52%, which means you’ll pay $5.20 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed, focusing on selecting companies with strong competitive advantages globally.
What would affect this ETF?The VanEck Morningstar Global Wide Moat ETF (MOTG) could benefit from global economic growth and increased demand for high-quality companies with strong competitive advantages, particularly in sectors like technology, healthcare, and industrials. However, it may face challenges from rising interest rates, which could pressure growth-oriented stocks, and geopolitical tensions affecting key holdings in regions like China and Europe. Regulatory changes in healthcare or technology sectors could also impact the ETF's performance.
MOTG Top 10 Holdings
MOTG’s story is about wide moats with a global passport, but with a few clear heroes and trouble spots. Nvidia and Broadcom are the headline acts, riding strong, AI-fueled momentum even after some recent choppiness, giving the fund a noticeable tilt toward high-powered U.S. semiconductors. On the financial side, U.S. Bancorp is quietly rising, while Charles Schwab is lagging and acting as a bit of a brake. In health care, GlaxoSmithKline is steady, but Bristol-Myers Squibb is losing steam, making that sleeve more of a mixed bag than a pure growth engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| US Bancorp | 2.25% | $391.99K | $96.16B | 31.83% | 76 Outperform | |
| Charles Schwab | 2.09% | $364.33K | $168.70B | 8.66% | 74 Outperform | |
| Danaher | 2.03% | $354.10K | $140.09B | -3.23% | 75 Outperform | |
| ― | 2.03% | $353.91K | ― | ― | ― | |
| Melrose | 2.01% | $350.75K | £6.27B | -7.06% | 50 Neutral | |
| Koninklijke Philips N.V. | 2.00% | $348.54K | €24.00B | 19.99% | 56 Neutral | |
| GlaxoSmithKline | 1.99% | $346.68K | £80.71B | 42.10% | 77 Outperform | |
| Datadog | 1.99% | $346.28K | $92.68B | 74.98% | 69 Neutral | |
| Bristol-Myers Squibb | 1.98% | $345.76K | $118.71B | 23.24% | 78 Outperform | |
| Bureau Veritas | 1.96% | $341.29K | €12.06B | -3.31% | 76 Outperform |
MOTG Technical Analysis
Positive
―
Price Trends
38.43
Positive
38.59
Negative
38.72
Negative
Market Momentum
0.03
Negative
53.81
Neutral
74.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MOTG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.19, equal to the 50-day MA of 38.43, and equal to the 200-day MA of 38.72, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 53.81 is Neutral, neither overbought nor oversold. The STOCH value of 74.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MOTG.
MOTG Peer Comparison
Comparison Results
Performance Comparison
MOTG
VanEck Morningstar Global Wide Moat ETF
38.53
2.41
6.67%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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