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SMOT vs MVAL

VanEck Morningstar SMID Moat ETF vs VanEck Morningstar Wide Moat Value ETF

SMOT

VanEck Morningstar SMID Moat ETF

Annual cost

0.49%

Fund size

$334M

MVAL

VanEck Morningstar Wide Moat Value ETF

Annual cost

0.50%

Fund size

$2M

Key differences

Both SMOT and MVAL are equity ETFs. SMOT charges 0.49% a year and MVAL 0.50%. The main difference: SMOT is much larger than MVAL. Larger funds are usually more liquid and less likely to close.

  • SMOT is much larger than MVAL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SMOTMVAL
Annual cost (TER)0.49%0.50%
Fund size (AUM)$334M$2M
Since20222024
Dividend yield1.30%1.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.7%+15.1%
CAGR 3Y+13.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.58N/A
Volatility 1Y14.29%13.74%
Max drawdown-23.36%-19.56%

Similar to SMOT and MVAL