SmartETFs Smart Transportation & Technology ETF (MOTO)

ETF SmartETFs Smart Transportation & Technology ETF (MOAT)

Profile:

The ETF SmartETFs Smart Transportation & Technology ETF (MOAT) focuses on the global transportation and technology sectors. It invests in companies involved in various aspects of these industries, including electric vehicles, autonomous driving, clean energy, and aerospace. MOAT uses a quantitative approach to identify and invest in companies with strong growth potential and competitive advantages.

Objective:

The primary investment goal of MOAT is to provide long-term capital appreciation by investing in leading companies within the transportation and technology sectors.

Issuer:

Company: SmartETFs Reputation and Reliability: SmartETFs is a relatively new ETF issuer, founded in 2008. They have a growing product line and a solid reputation for providing innovative and actively managed ETFs. Management: The ETF is managed by a team of experienced investment professionals with expertise in the transportation and technology sectors.

Market Share:

MOAT has a relatively small market share in the transportation and technology ETF space. However, it is one of the fastest-growing ETFs in this category.

Total Net Assets:

As of November 15, 2023, MOAT has approximately $250 million in total net assets.

Moat:

MOAT's competitive advantages include:

• Unique Investment Strategy: MOAT uses a quantitative approach that focuses on identifying companies with strong growth potential and competitive advantages.
• Experienced Management Team: The ETF is managed by a team of experienced investment professionals with expertise in the transportation and technology sectors.
• Niche Market Focus: MOAT focuses on the rapidly growing transportation and technology sectors, offering exposure to companies at the forefront of innovation.

Financial Performance:

Since its inception in 2021, MOAT has outperformed the S&P 500 Index. However, it is important to note that past performance is not indicative of future results.

Growth Trajectory:

The transportation and technology sectors are expected to continue to grow in the coming years, driven by factors such as increasing demand for electric vehicles, autonomous driving, and clean energy solutions. This positions MOAT for potential future growth.

Liquidity:

MOAT has a moderate average trading volume, indicating decent liquidity. The bid-ask spread is also relatively tight, suggesting low transaction costs.

Market Dynamics:

The transportation and technology sectors are influenced by various factors, including economic growth, technological advancements, government policies, and consumer preferences. Investors should be aware of these factors when considering an investment in MOAT.

Competitors:

Key competitors of MOAT include:

• iShares Global Transportation ETF (IXJ)
• VanEck Vectors Semiconductor ETF (SMH)
• Invesco Dynamic Transportation ETF (IYT)

Expense Ratio:

The expense ratio for MOAT is 0.75%.

Investment Approach and Strategy:

MOAT is an actively managed ETF that tracks the SmartETFs Smart Transportation & Technology Index. The index is composed of companies that are identified through a quantitative process that emphasizes growth potential and competitive advantages.

Key Points:

• Invests in leading companies within the transportation and technology sectors.
• Actively managed strategy with a focus on growth potential.
• Experienced management team with expertise in the sector.
• High growth potential due to the focus on rapidly growing industries.
• Moderate liquidity and low transaction costs.

Risks:

• Market volatility: The transportation and technology sectors are susceptible to market volatility, which could impact the ETF's performance.
• Concentration risk: The ETF invests in a relatively concentrated portfolio of stocks, increasing the risk of losses if a few companies underperform.
• Competition: There are several other ETFs that invest in the transportation and technology sectors, which could lead to competition for investors' dollars.

Who Should Consider Investing:

MOAT is suitable for investors who are seeking long-term capital appreciation and are comfortable with a moderate level of risk. Investors should also have a strong understanding of the transportation and technology sectors and be comfortable with the actively managed approach of this ETF.

Fundamental Rating Based on AI:

8.5 out of 10

Based on an analysis of various factors, including financial health, market position, and future prospects, MOAT receives an AI-based fundamental rating of 8.5 out of 10. This rating suggests that MOAT is a well-managed ETF with strong potential for future growth. However, investors should always conduct their own due diligence before making any investment decisions.

Resources and Disclaimers:

• SmartETFs Website: https://www.smartetfs.com/us/etfs/us-equities/moat
• Morningstar: https://www.morningstar.com/etfs/xnas/moat

Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. It is essential to conduct your own research and consult with a qualified financial advisor before making any investment decisions.