evenfolio
VanEckMid-Cap BlendSMOT · Cboe BZX

VanEck Morningstar SMID Moat ETF (SMOT)

Price
$39.22
11 Sept 2026
Assets
$328.7M
Total net assets
Expense ratio
0.49%
Category 0.86%
Yield
1.23%
Trailing distributions
3Y CAGR
11.3%-5.0%
Category 16.3%
5Y CAGR
Category 8.6%
Loading NAV history…
VanEck Morningstar SMID Moat ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.0%+1.3%+12.2%+8.3%+8.0%+11.3%+12.3%
Mid-Cap Blend average-3.6%0.3%13.5%14.0%14.9%16.3%8.6%11.8%12.6%
Difference-0.3%+1.0%-1.4%-5.6%-6.9%-5.0%-0.2%

Holdings

The 10 largest positions make up 15.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
IQVIQVIA Holdings Inc1.77%
ABNBAirbnb Inc Ordinary Shares - Class A1.72%
TECHBio-Techne Corp1.63%
LWLamb Weston Holdings Inc1.52%
RPRXRoyalty Pharma PLC Class A1.50%
XYZBlock Inc Class A1.49%
BDXBecton Dickinson & Co1.48%
TRUTransUnion1.47%
AYIAcuity Inc1.45%
AMCRAmcor PLC Ordinary Shares1.43%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
22.5
P/B
2.7
P/S
1.6
P/CF
11.8

Sector allocation

Share of the equity the fund holds.

24.5%Health care11 sectors
  1. Health care24.5%
  2. Industrials15.1%
  3. Consumer discretionary12.7%
  4. Consumer staples10.9%
  5. Technology10.5%
  6. Materials9.3%
  7. Financial services8.9%
  8. Communication services3.2%
  9. Real estate2.2%
  10. Energy2.0%
  11. Utilities0.6%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
VanEck
Category
Equity · Mid-Cap Blend
Ticker
SMOT
Exchange
Cboe BZX
Inception
4 Oct 2022 (3.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.49% (category 0.86%)
Holdings turnover
77% (category 65%)
Distribution yield
1.23%
Beta, 3 years
1.01
Total net assets
$328.7M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other mid-cap blend ETFs

Other ETFs in the Mid-Cap Blend category.

Search

Search funds, pages and tools