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SMOT VanEck Morningstar SMID Moat ETF Please read important disclosure Close important disclosure false

SMOT
VanEck Morningstar SMID Moat ETF

SMOT
VanEck Morningstar SMID Moat ETF

  • NAV
    $36.65

    as of April 16, 2026
  • YTD RETURNS
    1.20%

    as of April 16, 2026
  • Total Net Assets
    $326.15M

    as of April 16, 2026
  • Gross Expense Ratio
    0.49%
  • Net Expense Ratio
    0.49%
  • Inception Date
    10/04/2022

Overview

Why SMOT

  • Wide Moat CompaniesA focus on U.S. small- and mid-cap companies with durable competitive advantages, or “moats”
  • Focus on ValuationsIndex targets companies trading at attractive prices relative to Morningstar’s estimate of fair value
  • Morningstar’s Equity ResearchIndex fueled by Morningstar’s forward-looking, rigorous equity research process driven by over 100 analysts globally

VanEck Morningstar SMID Moat ETF (SMOT) seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® US Small-Mid Cap Moat Focus IndexSM (MSUMMFGU), which is intended to track the overall performance of small- and mid-cap companies with sustainable competitive advantages and attractive valuations according to Morningstar's equity research team.

Performance

Average Annual Total Returns* (%)

  1 MO 3 MO YTD 1 YR 3 YR 5 YR 10 YR LIFE 10/04/22
SMOT (NAV) -5.44 -2.82 -2.82 8.72 8.51 -- -- 10.11
SMOT (Market Price) -5.40 -2.79 -2.79 8.77 8.49 -- -- 10.11
MorningstarĀ® US Small-Mid Cap Moat Focus Index (Index) -5.40 -2.70 -2.70 9.30 9.05 -- -- 10.65
  1 MO 3 MO YTD 1 YR 3 YR 5 YR 10 YR LIFE 10/04/22
SMOT (NAV) -5.44 -2.82 -2.82 8.72 8.51 -- -- 10.11
SMOT (Market Price) -5.40 -2.79 -2.79 8.77 8.49 -- -- 10.11
MorningstarĀ® US Small-Mid Cap Moat Focus Index (Index) -5.40 -2.70 -2.70 9.30 9.05 -- -- 10.65

Holdings

Daily Holdings (%) as of 04/15/2026

Download XLS Get holdings
Total Holdings: 115
Ticker
Holding Name
% of Net Assets
Market Value (US$)
MRVL
Marvell Technology Inc
1.87
6,073,960
ALB
Albemarle Corp
1.63
5,286,667
SLB
Schlumberger Nv
1.62
5,252,379
RPRX
Royalty Pharma Plc
1.51
4,903,603
CTVA
Corteva Inc
1.49
4,812,111
SBAC
Sba Communications Corp
1.45
4,702,118
DVN
Devon Energy Corp
1.44
4,678,727
CCL
Carnival Corp
1.42
4,608,549
ZM
Zoom Video Communications Inc
1.41
4,571,691
DD
Dupont De Nemours Inc
1.41
4,569,244
ABNB
Airbnb Inc
1.41
4,552,681
ETSY
Etsy Inc
1.38
4,485,904
ZBH
Zimmer Biomet Holdings Inc
1.33
4,311,722
CI
Cigna Group/The
1.32
4,287,872
TECH
Bio-Techne Corp
1.32
4,273,221
MDLZ
Mondelez International Inc
1.32
4,262,228
MAS
Masco Corp
1.30
4,208,828
TROW
T Rowe Price Group Inc
1.29
4,188,474
AMCR
Amcor Plc
1.29
4,170,067
VNT
Vontier Corp
1.28
4,145,268
BMRN
Biomarin Pharmaceutical Inc
1.28
4,136,352
BIIB
Biogen Inc
1.27
4,116,131
AKAM
Akamai Technologies Inc
1.26
4,078,488
NXPI
Nxp Semiconductors Nv
1.25
4,059,444
TRU
Transunion
1.25
4,049,091
CCI
Crown Castle Inc
1.25
4,036,256
OTIS
Otis Worldwide Corp
1.23
3,991,923
GEHC
Ge Healthcare Technologies Inc
1.20
3,896,104
RMD
Resmed Inc
1.19
3,857,339
EFX
Equifax Inc
1.19
3,847,055
KHC
Kraft Heinz Co/The
1.18
3,819,219
BDX
Becton Dickinson & Co
1.16
3,742,744
AYI
Acuity Brands Inc
1.15
3,727,455
JKHY
Jack Henry & Associates Inc
1.14
3,690,344
DDOG
Datadog Inc
1.12
3,613,883
LW
Lamb Weston Holdings Inc
1.09
3,536,184
CF
Cf Industries Holdings Inc
1.09
3,529,706
BALL
Ball Corp
0.88
2,853,948
HII
Huntington Ingalls Industries Inc
0.84
2,726,792
LHX
L3harris Technologies Inc
0.83
2,702,856
APD
Air Products And Chemicals Inc
0.83
2,683,754
GNRC
Generac Holdings Inc
0.82
2,655,974
MPWR
Monolithic Power Systems Inc
0.82
2,650,527
CE
Celanese Corp
0.81
2,608,943
LFUS
Littelfuse Inc
0.80
2,607,092
EOG
Eog Resources Inc
0.79
2,565,656
NDSN
Nordson Corp
0.79
2,552,275
ON
On Semiconductor Corp
0.78
2,535,992
FANG
Diamondback Energy Inc
0.78
2,522,442
ST
Sensata Technologies Holding Plc
0.76
2,473,781
HAS
Hasbro Inc
0.76
2,472,613
BF/B
Brown-Forman Corp
0.76
2,464,453
FE
Firstenergy Corp
0.75
2,439,391
PCAR
Paccar Inc
0.75
2,432,062
ENTG
Entegris Inc
0.75
2,420,291
EVRG
Evergy Inc
0.74
2,413,747
IFF
International Flavors & Fragrances Inc
0.74
2,388,816
USB
Us Bancorp
0.74
2,384,507
POR
Portland General Electric Co
0.73
2,379,214
RDDT
Reddit Inc
0.73
2,366,423
OSK
Oshkosh Corp
0.73
2,359,875
DOW
Dow Inc
0.72
2,347,179
SF
Stifel Financial Corp
0.72
2,323,067
HSY
Hershey Co/The
0.72
2,320,718
STZ
Constellation Brands Inc
0.70
2,282,348
ALSN
Allison Transmission Holdings Inc
0.69
2,232,047
WST
West Pharmaceutical Services Inc
0.69
2,229,006
BC
Brunswick Corp/De
0.68
2,215,420
CNM
Core & Main Inc
0.68
2,214,387
WAT
Waters Corp
0.68
2,212,941
CG
Carlyle Group Inc/The
0.68
2,211,353
ALGN
Align Technology Inc
0.68
2,210,194
WTRG
Essential Utilities Inc
0.68
2,202,455
LH
Labcorp Holdings Inc
0.68
2,189,587
WMG
Warner Music Group Corp
0.68
2,189,528
WYNN
Wynn Resorts Ltd
0.67
2,181,780
XYZ
Block Inc
0.66
2,150,299
RJF
Raymond James Financial Inc
0.66
2,135,451
A
Agilent Technologies Inc
0.66
2,129,032
NCLH
Norwegian Cruise Line Holdings Ltd
0.65
2,114,661
IONS
Ionis Pharmaceuticals Inc
0.65
2,114,010
ELV
Elevance Health Inc
0.65
2,102,021
AMP
Ameriprise Financial Inc
0.65
2,101,057
KMB
Kimberly-Clark Corp
0.65
2,091,967
GNTX
Gentex Corp
0.64
2,067,773
CARR
Carrier Global Corp
0.64
2,067,693
IQV
Iqvia Holdings Inc
0.64
2,067,385
INGR
Ingredion Inc
0.64
2,061,508
FTNT
Fortinet Inc
0.64
2,060,287
MSCI
Msci Inc
0.64
2,059,901
DXCM
Dexcom Inc
0.62
2,011,189
ATR
Aptargroup Inc
0.62
2,009,186
CNH
Cnh Industrial Nv
0.61
1,980,455
NET
Cloudflare Inc
0.60
1,956,438
LPLA
Lpl Financial Holdings Inc
0.60
1,949,685
URI
United Rentals Inc
0.60
1,934,653
ALLE
Allegion Plc
0.60
1,932,678
MKTX
Marketaxess Holdings Inc
0.59
1,921,216
OMC
Omnicom Group Inc
0.59
1,913,461
CLX
Clorox Co/The
0.58
1,882,201
ABG
Asbury Automotive Group Inc
0.57
1,841,291
SSNC
Ss&C Technologies Holdings Inc
0.56
1,810,296
LAD
Lithia Motors Inc
0.55
1,787,963
PODD
Insulet Corp
0.54
1,747,373
DT
Dynatrace Inc
0.53
1,730,279
EL
Estee Lauder Cos Inc/The
0.53
1,714,614
HUM
Humana Inc
0.52
1,680,194
PINS
Pinterest Inc
0.51
1,645,904
BR
Broadridge Financial Solutions Inc
0.49
1,593,504
FIS
Fidelity National Information Services
0.49
1,583,881
MAT
Mattel Inc
0.48
1,561,643
NKE
Nike Inc
0.48
1,561,046
WDAY
Workday Inc
0.38
1,239,711
ZS
Zscaler Inc
0.36
1,168,478
-USD CASH-
0.08
247,219
--
Other/Cash
-0.00
-6,924
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These are not recommendations to buy or to sell any security. Securities and holdings may vary.

Portfolio

Fees

Distributions

  as of  04/16/2026


Distribution Frequency

Annual


30-Day SEC Yield

1.12%


Distribution Yield

1.36%


12 Month Yield

1.36%

Yield information reflects temporary waivers of expenses and/or fees. Yields would have been reduced had these fees/expenses been included. In the absence of temporary expense waivers or reimbursements, the 30-Day SEC Yield for VanEck Morningstar SMID Moat ETF would have been 1.11% on 04/16/26. Distributions may vary from time to time.

Distribution History

Year Ex-date Record
Date
Payable date Dividend
Income
Short-Term
Capital Gains
Long-Term
Capital Gains
Return of
Capital
Total
Distributions
2025 12/22/2025 12/22/2025 12/26/2025 $ 0.4975 -- -- -- $ 0.50
2024 12/23/2024 12/23/2024 12/24/2024 $ 0.4082 -- -- -- $ 0.41
2023 12/18/2023 12/19/2023 12/22/2023 $ 0.2055 -- -- -- $ 0.21
2022 12/19/2022 12/20/2022 12/23/2022 $ 0.0644 -- -- -- $ 0.06

All registered investment companies are obliged to distribute portfolio gains to shareholders at yearend regardless of performance. Trading VanEck ETFs will also generate tax consequences and transaction expenses. The information provided is not intended to be tax advice. Tax consequences of dividend distributions may vary by individual taxpayer. There is no guarantee that dividends will be paid. To receive a distribution, you must have been a registered shareholder of the relevant VanEck ETFs on the record date. Distributions are paid to shareholders on the payment date. Past distributions are not indicative of future distributions.

Certain distributions may constitute a return of capital, which will have the effect of reducing your cost basis in the Fund’s shares and thereby increasing the amount of capital gain, if any, or decreasing the amount of capital loss, if any, that you will realize when selling or exchanging Fund shares. The final determination of the tax characteristics cannot be determined until after each Fund’s yearend and are reported to shareholders on Form 1099-DIV. The form is mailed to shareholders shortly after calendar yearend specifying how the distributions paid by the Fund during the prior calendar year should be characterized for purposes of reporting the distribution on a shareholder’s tax return.

The tax treatment and characterization of the Fund’s distributions may vary significantly from time to time depending on whether the Fund has gains or losses on the securities in its portfolio. The Fund’s distributions will normally reflect past and projected net investment income, and may include income from dividends and interest, capital gains and/or a return of capital. The final composition of the tax characteristics of the distributions cannot be determined with certainty until after the end of the year, and will be reported to shareholders at that time. The amount of distributions will vary, depending on a number of factors. As portfolio and market conditions change, the rate of dividends may change. There can be no assurance that the Fund will be able to declare a dividend distribution in each period. Past performance is no guarantee of future results.

Click here to access more detailed yearend tax information

Team

Resources

SMOT