ESGX vs. SOLR ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to SmartETFs Sustainable Energy II ETF (SOLR)
ESGX
Tuttle Capital Shareholders First Index ETF
ESGX Description
ESGX invests in US-listed companies determined to have high shareholder value, unencumbered by ESG restrictions, such as political stances or conforming to a greater social goal of stakeholder capitalism. Using a proprietary methodology, the fund assigns stocks with shareholder value creation and financial metric scores. The shareholder value creation score considers information on corporate donations, advocacy, activities, and policies gathered from different data sources. The financial metrics score separately calculates a securitys one-year and five-year price performance, closing price, cash, revenue, debt-to-equity ratio, average dividend yield, profit margin, and market capitalization. Companies are ranked according to the highest shareholder value creation and financial metric scores. The fund selects and weights 50 companies from the resulting sets of filtered companies. The index is rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$26.09
Average Daily Volume
98
49
SOLR
SmartETFs Sustainable Energy II ETF
SOLR Description
SmartETFs Sustainable Energy II ETF is an exchange traded fund launched and managed by Guinness Atkinson Asset Management, Inc. The fund is co-managed by Penserra Capital Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy and sustainable energy companies sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. SmartETFs Sustainable Energy II ETF was formed on November 11, 2020 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$26.72
Average Daily Volume
456
19
Performance
| Period | ESGX | SOLR |
|---|---|---|
| 30 Days | 3.15% | -4.02% |
| 60 Days | 2.13% | -6.86% |
| 90 Days | -4.62% | |
| 12 Months | 4.99% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ESGX | Weight in SOLR | Overlap | |
|---|---|---|---|---|---|
| ENPH | F | 1.09% | 1.02% | 1.02% |
ESGX Overweight 48 Positions Relative to SOLR
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | B | 2.58% | |
| WST | C | 2.51% | |
| TYL | C | 2.4% | |
| VTRS | A | 2.37% | |
| SEIC | B | 2.33% | |
| NWS | A | 2.33% | |
| RLI | B | 2.33% | |
| VNO | B | 2.3% | |
| GEF | A | 2.27% | |
| TPX | B | 2.26% | |
| JBHT | C | 2.24% | |
| EVRG | A | 2.21% | |
| PNR | A | 2.19% | |
| SLGN | A | 2.17% | |
| VRSN | F | 2.16% | |
| SYY | B | 2.14% | |
| IBOC | A | 2.11% | |
| EHC | B | 2.1% | |
| FFIV | B | 2.08% | |
| KIM | A | 2.07% | |
| SYNA | C | 2.06% | |
| PNW | B | 2.06% | |
| TDY | B | 2.05% | |
| DCI | B | 2.04% | |
| DXCM | D | 2.02% | |
| ROL | B | 2.02% | |
| MANH | D | 1.97% | |
| RVTY | F | 1.95% | |
| KEYS | A | 1.92% | |
| FRT | B | 1.91% | |
| LKQ | D | 1.88% | |
| HST | C | 1.88% | |
| MAA | B | 1.85% | |
| STE | F | 1.82% | |
| POOL | C | 1.82% | |
| CNP | B | 1.81% | |
| SWKS | F | 1.81% | |
| O | D | 1.75% | |
| GPC | D | 1.74% | |
| POST | C | 1.73% | |
| WEX | D | 1.7% | |
| MCHP | F | 1.69% | |
| KNSL | B | 1.67% | |
| EGP | F | 1.67% | |
| BCO | D | 1.54% | |
| LNTH | D | 1.52% | |
| HII | D | 1.45% | |
| QRVO | F | 1.19% |
ESGX Underweight 18 Positions Relative to SOLR
ESGX: Top Represented Industries & Keywords
SOLR: Top Represented Industries & Keywords
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