ESGA vs. DCAP ETF Comparison
Comparison of American Century Sustainable Equity ETF (ESGA) to Unity Wealth Partners Dynamic Capital Appreciation & Options ETF (DCAP)
ESGA
American Century Sustainable Equity ETF
ESGA Description
The investment seeks long-term capital growth. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.
Grade (RS Rating)
Last Trade
$70.07
Average Daily Volume
18,284
98
DCAP
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
DCAP Description
The fund is an actively managed ETF that seeks broad-equity market exposure, as well as exposure to certain individual equity securities while also employing an options overlay strategy (via risk-defined options) to seek to limit potential losses and to generate additional income. It will invest, under normal circumstances, at least 80% of its net assets plus the amount of borrowings for investment purposes, in the fund"s Core Capital Appreciation Strategy and Options Strategy.Grade (RS Rating)
Last Trade
$20.64
Average Daily Volume
739
39
Performance
| Period | ESGA | DCAP |
|---|---|---|
| 30 Days | 2.00% | 2.17% |
| 60 Days | 4.55% | 3.90% |
| 90 Days | 3.93% | |
| 12 Months | 31.18% |
20 Overlapping Holdings
| Symbol | Grade | Weight in ESGA | Weight in DCAP | Overlap | |
|---|---|---|---|---|---|
| ABBV | B | 1.27% | 0.53% | 0.53% | |
| ACN | C | 1.14% | 0.47% | 0.47% | |
| ADBE | F | 0.28% | 0.42% | 0.28% | |
| AMGN | D | 0.49% | 0.47% | 0.47% | |
| AXP | B | 0.61% | 0.26% | 0.26% | |
| CMG | D | 0.3% | 0.52% | 0.3% | |
| DE | A | 0.4% | 0.49% | 0.4% | |
| DIS | D | 0.4% | 0.73% | 0.4% | |
| FDX | D | 0.4% | 0.4% | 0.4% | |
| HD | B | 1.48% | 1.06% | 1.06% | |
| HON | C | 0.71% | 0.68% | 0.68% | |
| JPM | D | 1.66% | 0.99% | 0.99% | |
| LMT | A | 0.31% | 0.57% | 0.31% | |
| MRK | F | 0.99% | 0.25% | 0.25% | |
| MS | B | 1.24% | 0.72% | 0.72% | |
| PG | C | 0.83% | 0.51% | 0.51% | |
| TGT | C | 0.8% | 0.75% | 0.75% | |
| TMO | B | 0.81% | 0.84% | 0.81% | |
| UNH | C | 1.8% | 1.23% | 1.23% | |
| V | C | 1.59% | 0.51% | 0.51% |
ESGA Overweight 78 Positions Relative to DCAP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | 8.71% | |
| NVDA | C | 7.04% | |
| AAPL | C | 6.42% | |
| GOOGL | D | 4.55% | |
| AMZN | C | 3.61% | |
| META | B | 2.4% | |
| NEE | B | 1.48% | |
| PLD | C | 1.34% | |
| AMD | C | 1.33% | |
| COP | F | 1.23% | |
| DHR | B | 1.19% | |
| SLB | F | 1.1% | |
| EOG | D | 1.09% | |
| PEP | D | 1.09% | |
| LIN | B | 1.07% | |
| LLY | D | 1.06% | |
| VZ | A | 1.05% | |
| TJX | C | 1.05% | |
| AMAT | D | 1.05% | |
| ADI | C | 1.05% | |
| SPGI | C | 1.01% | |
| BAC | D | 0.94% | |
| ETN | C | 0.94% | |
| JCI | B | 0.94% | |
| CDNS | D | 0.92% | |
| CI | C | 0.9% | |
| A | C | 0.89% | |
| MA | B | 0.83% | |
| NVO | F | 0.82% | |
| UNP | D | 0.8% | |
| COST | C | 0.8% | |
| ZTS | B | 0.76% | |
| TSLA | C | 0.76% | |
| SYY | C | 0.76% | |
| AVGO | C | 0.75% | |
| RF | B | 0.74% | |
| CSCO | B | 0.73% | |
| CMI | B | 0.71% | |
| ECL | B | 0.69% | |
| BLK | B | 0.68% | |
| IBM | B | 0.65% | |
| ISRG | C | 0.64% | |
| PH | B | 0.64% | |
| PGR | C | 0.64% | |
| UPS | D | 0.61% | |
| XYL | C | 0.61% | |
| MMC | C | 0.6% | |
| AMP | B | 0.59% | |
| MDLZ | C | 0.59% | |
| EQIX | B | 0.59% | |
| CDW | D | 0.57% | |
| APTV | D | 0.57% | |
| UBER | C | 0.55% | |
| CRM | C | 0.54% | |
| TSCO | B | 0.52% | |
| WDAY | D | 0.52% | |
| ASML | F | 0.5% | |
| PRU | C | 0.49% | |
| MET | B | 0.48% | |
| LKQ | F | 0.46% | |
| BALL | C | 0.46% | |
| VRTX | D | 0.43% | |
| ICE | C | 0.43% | |
| CRWD | D | 0.41% | |
| MAS | B | 0.41% | |
| KEYS | B | 0.4% | |
| DXCM | F | 0.34% | |
| DECK | C | 0.3% | |
| KMX | D | 0.29% | |
| CL | C | 0.29% | |
| NOW | C | 0.27% | |
| BMY | C | 0.25% | |
| IDXX | D | 0.23% | |
| ABNB | D | 0.23% | |
| YETI | D | 0.22% | |
| SAIA | D | 0.17% | |
| SQ | D | 0.16% | |
| DT | C | 0.14% |
ESGA Underweight 19 Positions Relative to DCAP
ESGA: Top Represented Industries & Keywords
DCAP: Top Represented Industries & Keywords
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