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Vaneck Morningstar SMID Moat ETF

SMOT tracks an index made up of two equally-weighted sub-portfolios, comprised of small- and mid-cap companies believed to have durable competitive advantages and attractive valuations.

VanEck Morningstar Wide Moat ETF

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.

VIDEO: ETF of the Week: 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.

ETF of the Week: VanEck Morningstar SMID Moat ETF (SMOT)

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.

Time Could Be Right for This Wide Moat ETF

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.

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

Fidelity Fundamental Small-Mid Cap ETF

Janus Henderson Small/Mid Cap Growth Alpha ETF

Neuberger Berman Small-Mid Cap ETF

T.Rowe Price Small-Mid Cap ETF

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

VanEck Morningstar Wide Moat Growth ETF

VanEck Morningstar Wide Moat Value ETF

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 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

Vaneck Morningstar ESG Moat ETF

VanEck Morningstar Global Wide Moat ETF

VanEck Vectors Morningstar International Moat ETF

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

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

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

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

If 2023 was the year of the mega cap tech stock, 2024 may see SMIDcap stocks rise to new prominence. While key names in the “Magnificent Seven” remain big players, strategies that look for SMIDcap opportunities could appeal.

SMIDcap Stocks: 2024's Big Opportunity?

The VanEck Morningstar SMID Moat ETF leverages Morningstar's economic moat rating methodology to select small- and mid-cap stocks with sustainable competitive advantages. The ETF has attracted $292 million in total net assets since its launch in October 2022. The ETF offers exposure to a diverse range of sectors, focuses on attractively valued companies, and has the potential for robust long-term returns.

SMOT: A Good Idea In The Small/Mid-Cap Space

Vaneck CLO ETF

By Patrick Schramm, ETF Strategist Since the beginning of 2023, equity markets have ripped despite the presence of what appeared to be multiple headwinds—the question now is, what could go wrong? In my numerous conversations with clients to start off 2024, one common theme sticks out—people want to talk about the resilient U.S.

The Resilient Bull: Dissecting the Market's Strengths and Vulnerabilities

By Coulter Regal, CFA, Product Manager Moat stocks once again dominated the S&P 500 in 2023, as the Moat Index surged 32.41% versus the S&P 500's 26.3% gain in 2023. U.S. equity markets ended 2023 on a high note in December with a year-end rally that led major U.S.

Moat Stocks' Reign Over the S&P 500 Continues

The VanEck Morningstar SMID Moat ETF applies the Morningstar Wide Moat methodology to small- and mid-cap stocks. Although the SMOT ETF's absolute performance has been modest, it has handily outperformed the iShares Russell 2000 ETF since its inception. Given my bullish outlook on small-cap stocks, I believe the SMOT ETF will outperform in 2024.

SMOT: Popular Strategy Applied To Small-Caps

By Brandon Rakszawski, Director of Product Management, and Coulter Regal, CFA, Product Manager The S&P 500 registered its best month in nearly a year and a half, but still could not keep pace with the Moat Index in November.

Moat Stocks Show Grit in November Rally

VanEck Vectors Africa Index ETF

VanEck Vectors Biotech ETF

VanEck Vectors Gaming ETF

VanEck Vectors Brazil Small-Cap ETF

VanEck Vectors Social Sentiment ETF

Vaneck Cmci Commodity Strategy Etf

VanEck Vectors ChinaAMC SME-ChiNext ETF

VanEck Vectors Oil Refiners ETF

VanEck Vectors Digital Transformation ETF

Vaneck Digital India ETF

VanEck Vectors Egypt Index ETF

VanEck Video Gaming and eSports ETF

VanEck Vectors Environmental Services ETF 

VanEck Vectors Gold Miners ETF

VanEck Junior Gold Miners ETF

VanEck Green Metals ETF

VanEck Vectors Natural Resource ETF

VanEck Robotics ETF

VanEck Vectors Indonesia Index ETF

VanEck Vectors Israel ETF

VanEck Vectors Agribusiness ETF

VanEck Vectors Uranium+Nuclear Energy ETF

VanEck Vectors Oil Services ETF

VanEck Commodity Strategy ETF

VanEck Rare Earth/Strategic Metals ETF

Vaneck Green Infrastructure ETF

VanEck Vectors Russia ETF

VanEck Vectors Russia Small-Cap ETF

VanEck Vectors Retail ETF

VanEck Vectors Steel ETF

VanEck Vectors Semiconductor ETF

VanEck Low Carbon Energy ETF

VanEck Vectors Vietnam ETF

VanEck Future of Food ETF

NEW YORK--(BUSINESS WIRE)--VanEck announced today the 2023 annual distributions per share for its VanEck® equity exchange-traded funds.

VanEck Announces Year-End Distributions for VanEck Equity ETFs

It's not that smaller stocks are in the red this year. As measured by the S&P MidCap 400 and the S&P SmallCap 600 indexes, smaller equities are in the green.

This Small-Stock ETF Could Have Big Things in Store

By Coulter Regal, CFA, Product Manager Mid-caps offer an attractive mix of characteristics from both larger and smaller cap stocks and are currently valued at a near 30% discount to their long-term average and an even greater relative discount to where large caps sit today.

Mid-cap Stocks: The Overlooked Sweet Spot

By Coulter Regal, CFA, Product Manager Despite a rough October for equities, there is optimism heading into yearend. In particular, moat stocks have a history of rebounding, so this may be an opportune time to invest in them.

Stage Set for Moat Stocks Rebound?

By Coulter Regal, CFA, Associate Product Manager The “Magnificent Seven*” mega-cap stocks have driven over 70% of the S&P 500's YTD returns. Despite being underweight these stocks, Morningstar's Moat Index has outperformed the S&P 500 YTD.

Moat Investing Rises Above Magnificent Seven Dominance

By Brandon Rakszawski, Director of Product Management, and Kendall Duncan, Product Analyst See which index constituents have been added/removed, reasons for removal, potential upcoming constituent additions, and the current weightings of index holdings.

SMOT ETF Quarterly Reconstitution 3Q2023

Fidelity Blue Chip Growth ETF

Vanguard Mega Cap ETF

First Trust SMID Cap Rising Dividend Achievers ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Are the Best Equity Opportunities in SMIDcaps?

O'Shares US Small-Cap Quality Dividend ETF

Just about 10 “mega-cap” firms have driven more than 80% of the S&P 500's growth in 2023. For some, that's proven to be a source of robust returns, but that statistic also means heightened concentration risk for everyone.

News for Vaneck Morningstar SMID Moat ETF ETF (SMOT)