AOTG vs. USCL ETF Comparison

Comparison of AOT Growth and Innovation ETF (AOTG) to iShares Climate Conscious & Transition MSCI USA ETF (USCL)
AOTG

AOT Growth and Innovation ETF

AOTG Description

EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.11

Average Daily Volume

566

Number of Holdings *

47

* may have additional holdings in another (foreign) market
USCL

iShares Climate Conscious & Transition MSCI USA ETF

USCL Description The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$69.16

Average Daily Volume

2,858

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period AOTG USCL
30 Days 3.23% 0.83%
60 Days 14.51% 7.68%
90 Days 21.77% 12.42%
12 Months 47.18% 36.42%
6 Overlapping Holdings
Symbol Grade Weight in AOTG Weight in USCL Overlap
AMZN A 4.71% 4.71% 4.71%
GOOGL B 4.3% 2.29% 2.29%
LLY F 1.85% 2.01% 1.85%
MSFT D 4.14% 4.64% 4.14%
NVDA B 10.91% 5.8% 5.8%
TSLA B 2.1% 2.11% 2.1%
AOTG Overweight 41 Positions Relative to USCL
Symbol Grade Weight
AMD F 8.08%
NU B 5.68%
CRM B 5.67%
TSM B 5.13%
TOST B 5.03%
V A 3.83%
PCTY A 3.42%
SHOP B 3.2%
MELI C 2.75%
ADBE D 2.64%
PYPL B 2.42%
NOW A 2.24%
TTD B 2.0%
TYL B 2.0%
NFLX A 1.73%
WDAY D 1.66%
SPOT B 1.6%
PAYC A 1.08%
DDOG B 0.98%
SOFI A 0.92%
DLO D 0.88%
SQ C 0.88%
DOCU A 0.86%
DOCN F 0.65%
IOT B 0.64%
ZM A 0.52%
ADSK A 0.45%
DAY A 0.44%
VEEV C 0.44%
ROKU D 0.43%
PAYX B 0.37%
SNOW C 0.33%
Z C 0.32%
AXP B 0.32%
PANW B 0.3%
MA B 0.27%
BILL B 0.26%
OKTA F 0.19%
MDB F 0.16%
FSLY C 0.08%
NTLA F 0.07%
AOTG Underweight 4 Positions Relative to USCL
Symbol Grade Weight
AAPL C -5.57%
META B -3.53%
AVGO B -2.15%
GOOG B -1.99%
Compare ETFs