MOTO
SmartETFs Smart Transportation & Technology ETF
MOTO is an actively managed fund which has exposure to global companies involved in the advancement of transportation.
Global
EQUITY
Active
MANAGEMENT STYLE
$ 8.5 M
ASSETS UNDER MGMT
68 bp
EXPENSES
Fund Basics
| Inception date | Nov 15, 2019 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| TAIWAN SEMICONDUCTOR-SP ADR | 4.6 % |
| NVIDIA CORP | 4.4 % |
| AMPHENOL CORP-CL A | 4.4 % |
| ALPHABET INC. CLASS C | 4.3 % |
| TESLA MOTORS INC | 4.1 % |
| TE CONNECTIVITY | 3.9 % |
| QUANTA SERVICES INC | 3.9 % |
| VOLVO AB-A SHS | 3.8 % |
| SIEMENS AG-REG | 3.7 % |
| EATON CORP PLC | 3.5 % |
Constituent Breakdown
| Number of holdings | 37 |
| Herfindahl-Hirschman Index | 312 |
| Wgt avg mkt cap (mns) | $536,183 |
| Large cap (>$10bn) | 75.2% |
| Mid cap ($2-10bn) | 13.1% |
| Small cap (<$2bn) | 1.8% |
| Developed mkts. | 83.2% |
| Emerging mkts. | 14.3% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 38.5 % |
 |
GERMANY | 14.6 % |
 |
IRELAND | 9.8 % |
 |
SWEDEN | 6.7 % |
 |
SOUTH KOREA | 6.3 % |
 |
TAIWAN | 4.6 % |
 |
JAPAN | 4.5 % |
 |
CHINA | 3.4 % |
 |
HONG KONG | 3.2 % |
 |
NETHERLANDS | 3.1 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 13.1% | 41.6% | 19.5% | 16.1% | 6.8% | -- | -- | 14.9% |
| Dividend Yield | 0.0% | 0.0% | 0.6% | 1.5% | 1.4% | -- | -- | 1.7% |
| Total Returns | 13.1% | 41.6% | 20.1% | 17.6% | 8.2% | -- | -- | 16.6% | Ann. Volatility | 18.3% | 25.8% | 23.1% | 21.6% | 23.4% | -- | -- | 26.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.20 | 81% |
| MSCI EAFE | 1.25 | 63% |
| MSCI Emg Mkts | 1.17 | 67% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.14% |
Technical Indicators
| 30d moving avg. (EMA) | $56.00 |
| Relative strength (RSI) | 43 |
| MACD/Signal | -0.94/-0.81 |
| Bollinger Bands (Upper/Lower) | $58.11/$52.81 |
| Short interest (% of AUM) | 0.0% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. MOTO |
Expenses vs. MOTO |
ALTAR Score™ vs. MOTO |
|---|---|---|---|---|
| FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 26.9% | -29 bp | -4.4% |
| CARZ | First Trust NASDAQ Global Auto Index Fund | 23.3% | +2 bp | -2.8% |
| CLNR | IQ Cleaner Transport ETF | 22.8% | -23 bp | -2.4% |
| KOID | KraneShares Global Humanoid and Embodied Intelligence Index | 21.5% | +11 bp | -3.0% |
| SOLR | Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund | 21.1% | +11 bp | -1.8% |
| DRIV | Global X Autonomous & Electric Vehicles ETF | 20.0% | 0 bp | -2.4% |
| IQM | Franklin Intelligent Machines ETF | 19.4% | -18 bp | -4.5% |
| SOXX | iShares Semiconductor ETF | 17.5% | -33 bp | -2.9% |
| SOXQ | Invesco PHLX Semiconductor ETF | 17.2% | -49 bp | -3.1% |
| YNOT | Horizon Digital Frontier ETF | 16.6% | +7 bp | -2.6% |
Risk and Returns: MOTO vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/3/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
6.5%
ALTAR SCORE™
76th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. MOTO's ALTAR Score™ is approximately 0.7 standard
deviations above the category average. This places MOTO in the 76th percentile
among funds in the category.
Sell-Side Consensus
$66.43
PRICE TARGET
+19.4%
UPSIDE