ESGX vs. SOVF ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Sovereign's Capital Flourish Fund (SOVF)
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
$25.31
Average Daily Volume
103
49
SOVF
Sovereign's Capital Flourish Fund
SOVF Description
The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund"s objective.Grade (RS Rating)
Last Trade
$31.11
Average Daily Volume
11,907
79
Performance
| Period | ESGX | SOVF |
|---|---|---|
| 30 Days | -3.29% | 0.77% |
| 60 Days | -0.71% | 2.87% |
| 90 Days | 3.71% | |
| 12 Months | 21.38% |
ESGX Overweight 46 Positions Relative to SOVF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | A | 2.58% | |
| WST | C | 2.51% | |
| TYL | B | 2.4% | |
| VTRS | A | 2.37% | |
| SEIC | A | 2.33% | |
| NWS | A | 2.33% | |
| RLI | A | 2.33% | |
| VNO | B | 2.3% | |
| TPX | A | 2.26% | |
| EVRG | A | 2.21% | |
| PNR | A | 2.19% | |
| SLGN | B | 2.17% | |
| SYY | D | 2.14% | |
| IBOC | A | 2.11% | |
| EHC | B | 2.1% | |
| FFIV | B | 2.08% | |
| KIM | A | 2.07% | |
| SYNA | C | 2.06% | |
| PNW | A | 2.06% | |
| TDY | B | 2.05% | |
| DCI | B | 2.04% | |
| DXCM | C | 2.02% | |
| ROL | A | 2.02% | |
| MANH | D | 1.97% | |
| RVTY | D | 1.95% | |
| KEYS | C | 1.92% | |
| FRT | B | 1.91% | |
| LKQ | D | 1.88% | |
| HST | D | 1.88% | |
| MAA | A | 1.85% | |
| STE | D | 1.82% | |
| POOL | D | 1.82% | |
| CNP | A | 1.81% | |
| SWKS | F | 1.81% | |
| O | D | 1.75% | |
| GPC | D | 1.74% | |
| POST | D | 1.73% | |
| WEX | F | 1.7% | |
| MCHP | F | 1.69% | |
| KNSL | C | 1.67% | |
| EGP | D | 1.67% | |
| BCO | F | 1.54% | |
| LNTH | F | 1.52% | |
| HII | F | 1.45% | |
| QRVO | F | 1.19% | |
| ENPH | F | 1.09% |
ESGX Underweight 76 Positions Relative to SOVF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GSHD | A | -3.58% | |
| PAYC | B | -2.85% | |
| ALKT | B | -2.83% | |
| PCTY | B | -2.72% | |
| PRI | A | -2.71% | |
| COKE | C | -2.69% | |
| LOPE | B | -2.69% | |
| CBRE | B | -2.63% | |
| FI | A | -2.55% | |
| DAVA | C | -2.5% | |
| PGR | B | -2.28% | |
| AFG | A | -2.28% | |
| LCII | D | -2.2% | |
| AJG | A | -2.01% | |
| PX | A | -2.0% | |
| TSN | A | -1.96% | |
| FOLD | F | -1.95% | |
| EEFT | C | -1.87% | |
| RJF | A | -1.82% | |
| MOH | F | -1.78% | |
| PPC | B | -1.67% | |
| BIGC | C | -1.62% | |
| DIOD | F | -1.57% | |
| KFY | B | -1.54% | |
| NSP | F | -1.47% | |
| SBAC | D | -1.46% | |
| RPAY | D | -1.42% | |
| NHC | B | -1.39% | |
| COLM | B | -1.35% | |
| BDX | F | -1.31% | |
| APG | C | -1.29% | |
| UPS | C | -1.27% | |
| FANG | D | -1.24% | |
| CSCO | B | -1.17% | |
| SCHW | A | -1.17% | |
| QCOM | F | -1.16% | |
| DVN | F | -1.1% | |
| NEO | C | -1.09% | |
| ANET | C | -1.08% | |
| ITT | A | -1.05% | |
| BKH | A | -1.04% | |
| ADV | F | -1.01% | |
| LECO | C | -1.01% | |
| VRRM | D | -1.0% | |
| APA | F | -1.0% | |
| SITE | D | -0.98% | |
| AWK | C | -0.91% | |
| AMED | F | -0.88% | |
| USFD | B | -0.85% | |
| IEX | B | -0.73% | |
| PLOW | D | -0.7% | |
| INTC | C | -0.69% | |
| CSWI | B | -0.68% | |
| TFIN | A | -0.62% | |
| FAST | B | -0.58% | |
| SAIC | D | -0.57% | |
| SMCI | F | -0.57% | |
| WMT | A | -0.56% | |
| ADP | B | -0.56% | |
| HCSG | B | -0.54% | |
| RMD | C | -0.52% | |
| ERIE | F | -0.52% | |
| WCN | A | -0.49% | |
| HUBS | A | -0.49% | |
| CPT | D | -0.49% | |
| GGG | A | -0.48% | |
| AZZ | B | -0.48% | |
| ORLY | A | -0.48% | |
| SPB | C | -0.47% | |
| CPRT | A | -0.47% | |
| SPTN | F | -0.46% | |
| JJSF | C | -0.45% | |
| SPSC | D | -0.45% | |
| KFRC | D | -0.43% | |
| NTAP | D | -0.42% | |
| OPCH | F | -0.37% |
ESGX: Top Represented Industries & Keywords
SOVF: Top Represented Industries & Keywords
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