ACES vs. EQTY ETF Comparison
Comparison of ALPS Clean Energy ETF (ACES) to Kovitz Core Equity ETF (EQTY)
ACES
ALPS Clean Energy ETF
ACES Description
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.94
Average Daily Volume
101,149
28
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.42
Average Daily Volume
32,278
38
Performance
| Period | ACES | EQTY |
|---|---|---|
| 30 Days | -1.59% | 1.03% |
| 60 Days | -2.94% | 3.21% |
| 90 Days | -0.17% | 9.19% |
| 12 Months | -9.82% | 30.57% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ACES | Weight in EQTY | Overlap |
|---|
ACES Overweight 28 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALB | C | 6.02% | |
| TSLA | A | 5.91% | |
| ORA | B | 5.33% | |
| ITRI | A | 5.17% | |
| DAR | B | 5.1% | |
| HASI | B | 4.65% | |
| FSLR | C | 4.59% | |
| RIVN | F | 3.8% | |
| ENPH | F | 3.67% | |
| RUN | C | 3.61% | |
| LCID | F | 2.6% | |
| CWEN | C | 2.46% | |
| WOLF | D | 2.3% | |
| PLUG | C | 2.18% | |
| NEP | F | 2.12% | |
| ANDE | F | 1.76% | |
| ASPN | F | 1.62% | |
| FLNC | B | 1.53% | |
| AMRC | C | 1.14% | |
| ARRY | D | 1.11% | |
| SHLS | F | 1.05% | |
| AMSC | A | 1.05% | |
| EOSE | B | 0.86% | |
| GPRE | F | 0.83% | |
| REX | F | 0.82% | |
| NOVA | F | 0.75% | |
| CHPT | F | 0.59% | |
| CLNE | D | 0.57% |
ACES Underweight 38 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | -5.02% | |
| AMZN | A | -4.41% | |
| SCHW | B | -4.26% | |
| BDX | C | -4.23% | |
| GOOG | A | -4.06% | |
| KEYS | C | -4.03% | |
| PM | A | -3.9% | |
| J | D | -3.69% | |
| ICE | C | -3.67% | |
| V | A | -3.5% | |
| CRM | A | -3.44% | |
| KMX | F | -3.22% | |
| LOW | B | -3.12% | |
| BRK.A | D | -3.12% | |
| FI | A | -3.08% | |
| PCAR | C | -2.94% | |
| AON | A | -2.92% | |
| AXP | A | -2.87% | |
| ORCL | B | -2.79% | |
| PPG | F | -2.46% | |
| JPM | A | -2.4% | |
| DLTR | F | -2.32% | |
| AAPL | C | -1.97% | |
| MSI | B | -1.96% | |
| ADI | C | -1.95% | |
| ANET | B | -1.94% | |
| DEO | F | -1.9% | |
| AMAT | F | -1.73% | |
| AMD | F | -1.14% | |
| HAS | D | -1.13% | |
| HAYW | A | -0.65% | |
| GOOGL | A | -0.48% | |
| MSFT | D | -0.24% | |
| SYK | A | -0.13% | |
| GGG | D | -0.09% | |
| VRSK | B | -0.08% | |
| ABT | A | -0.06% | |
| EFX | D | -0.06% |
ACES: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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