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VanEck: This core ETF remained ahead of the S&P 500

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Wed, Sep 28, 2022 03:05 PM

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You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. {{my.inbox preview}} [VanEck Moat Investing Insights]( [Moat Stocks Remain Ahead in Volatile Market]( Amid the recent stock market volatility, the Morningstar Wide Moat Focus Index maintained its outperformance over the S&P 500 Index in 2022 as of the end of August. Positive sector allocation and stock selection have been key contributors this year. [Read Blog]( [Explore MOAT for a New Index-Based ETF Portfolio Core]( This Q&A addresses how Morningstar’s equity research team identifies companies with sustainable competitive advantages trading at attractive valuations. It also explores how MOAT has benefited primarily from strong stock selection rather than growth or value style exposure. [Read Blog]( [5-Star ETF with Long-Term Outperformance Over the Broad U.S. Equity Market]( Check out the VanEck Morningstar Wide Moat ETF (MOAT) fund page to compare its performance across time horizons with the S&P 500 index. [Explore Fund]( [Upcoming Webinar: How to Stabilize Your Core Portfolio]( 1 CE Credit Available September 29, 2022 / 2:00 p.m. ET - An overview of Morningstar's research-driven Moat investing methodology - How a wide economic moat can stabilize a portfolio in turbulent times - How financial advisors can incorporate a Moat investment methodology into a diversified investment portfolio [Register Now]( [CLOs: Uncover Opportunity Beyond AAAs]( An approach that looks beyond AAA CLOs may offer investors exposure to enhanced yield potential and relative value opportunities from a broader investment universe. [Read Blog]( [Subscribe to VanEck Investment Insights]( Get market insights when they matter. Don't miss out on the latest investment trends - subscribe to receive VanEck Investment Insights. [Subscribe Now]( [LinkedIn]( [Twitter]( [Instagram]( [YouTube]( [Spotify]( [facebook]( IMPORTANT DISCLOSURES Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this email. An investment in a Collateralized Loan Obligation (CLO) may be subject to risks which include, among others, debt securities, LIBOR Replacement, foreign currency, foreign securities, investment focus, newly-issued securities, extended settlement, management, derivatives, cash transactions, market, operational, trading issues, and non-diversified risks. CLOs may also be subject to liquidity, interest rate, floating rate obligations, credit, call, extension, high yield securities, income, valuation, privately-issued securities, covenant lite loans, default of the underlying asset and CLO manager risks, all of which may adversely affect the value of the investment. There are inherent risks with equity investing. These risks include, but are not limited to stock market, manager, or investment style. Stock markets tend to move in cycles, with periods of rising prices and periods of falling prices. Fair value estimate: the Morningstar analyst's estimate of what a stock is worth. Price/Fair Value: ratio of a stock's trading price to its fair value estimate. Morningstar Ratings: When applicable, ratings shown when the ETF is rated three stars or more for any given period. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. The information herein represents the opinion of the author(s), but not necessarily those of VanEck. This commentary is not intended as a recommendation to buy or to sell any of the sectors or securities mentioned herein. Holdings will vary for the MOAT ETF and its corresponding Index. For a complete list of holdings in the ETF, please click here: [(. An investor cannot invest directly in an index. Returns reflect past performance and do not guarantee future results. Results reflect the reinvestment of dividends and capital gains, if any. Certain indices may take into account withholding taxes. Index returns do not represent Fund returns. The Index does not charge management fees or brokerage expenses, nor does the Index lend securities, and no revenues from securities lending were added to the performance shown. The Morningstar® Wide Moat Focus IndexSM was created and is maintained by Morningstar, Inc. Morningstar, Inc. does not sponsor, endorse, issue, sell, or promote the VanEck Morningstar Wide Moat ETF and bears no liability with respect to that ETF or any security. Morningstar® is a registered trademark of Morningstar, Inc. Morningstar® Wide Moat Focus IndexSM is a service mark of Morningstar, Inc. Effective June 20, 2016, Morningstar implemented several changes to the Morningstar Wide Moat Focus Index construction rules. Among other changes, the index increased its constituent count from 20 stocks to at least 40 stocks and modified its rebalance and reconstitution methodology. These changes may result in more diversified exposure, lower turnover, and longer holding periods for index constituents than under the rules in effect prior to this date. Past performance is no guarantee of future results. The Morningstar moat-driven indexes represent various regional exposures and consist of companies identified as having sustainable, competitive advantages and whose stocks are attractively priced, according to Morningstar. The S&P 500® Index consists of 500 widely held common stocks covering industrial, utility, financial and transportation sector; as an Index, it is unmanaged and is not a security in which investments can be made. The S&P 500® Index is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Van Eck Associates Corporation. Copyright © 2021 S&P Dow Jones Indices LLC, a division of S&P Global, Inc., and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit [(. S&P® is a registered trademark of S&P Global and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC. Neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors shall have any liability for any errors, omissions, or interruptions of any index or the data included therein. An investment in the VanEck Morningstar Wide Moat ETF (MOAT®) may be subject to risks which include, among others, investing in equity securities, consumer discretionary, consumer staples, health care, industrials and information technology sectors, medium-capitalization companies, market, operational, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount risk and liquidity of fund shares, non-diversification and concentration risks, which may make these investments volatile in price or difficult to trade. Medium-capitalization companies may be subject to elevated risks. Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider a Fund's investment objective, risks, charges and expenses carefully before investing. To obtain a prospectus and summary prospectus for [VanEck Funds]( and [VanEck ETFs]( which contain this and other information, call [800.826.2333](tel:8008262333) or visit [vaneck.com](. Please read the prospectus and summary prospectus for [VanEck Funds]( and [VanEck ETFs]( carefully before investing. Van Eck Securities Corporation, Distributor 666 Third Avenue New York, NY 10017 [800.826.2333](tel:+18008262333) Email Preferences and Privacy Policies This email was sent to {{lead.Email Address}} [Read our privacy policy]( © 2022 Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. [View online]( | [Unsubscribe]( from future Advertising Products and Features email | [Update]( your email preferences If you have questions about Morningstar.com or your membership, please send a note to joe@morningstar.com. [Click here]( to learn about Morningstar's privacy policy. © 2022 Morningstar, Inc. All Rights Reserved. 22 W. 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