ESGX vs. XLP ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to SPDR Select Sector Fund - Consumer Staples (XLP)
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
$26.57
Average Daily Volume
97
49
XLP
SPDR Select Sector Fund - Consumer Staples
XLP Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Consumer Staples Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: food & staples retailing; household products; food products; beverages; tobacco; and personal products. The fund is non-diversified.Grade (RS Rating)
Last Trade
$82.29
Average Daily Volume
9,449,364
37
Performance
| Period | ESGX | XLP |
|---|---|---|
| 30 Days | 5.53% | 1.52% |
| 60 Days | 4.11% | -0.70% |
| 90 Days | 0.13% | |
| 12 Months | 20.16% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ESGX | Weight in XLP | Overlap | |
|---|---|---|---|---|---|
| SYY | C | 2.11% | 2.12% | 2.11% |
ESGX Overweight 48 Positions Relative to XLP
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | B | 2.58% | |
| VTRS | B | 2.48% | |
| GEF | B | 2.36% | |
| TYL | A | 2.36% | |
| RLI | A | 2.35% | |
| WST | C | 2.33% | |
| NWS | B | 2.33% | |
| SEIC | A | 2.29% | |
| EVRG | A | 2.28% | |
| VNO | B | 2.27% | |
| SLGN | A | 2.22% | |
| TPX | A | 2.21% | |
| JBHT | C | 2.21% | |
| PNR | B | 2.17% | |
| VRSN | F | 2.14% | |
| KIM | A | 2.11% | |
| PNW | B | 2.09% | |
| FFIV | A | 2.09% | |
| KEYS | B | 2.08% | |
| IBOC | B | 2.06% | |
| EHC | B | 2.06% | |
| DXCM | C | 2.04% | |
| TDY | B | 2.03% | |
| DCI | A | 2.01% | |
| SYNA | C | 2.0% | |
| ROL | B | 2.0% | |
| MANH | C | 1.92% | |
| CNP | A | 1.91% | |
| FRT | A | 1.91% | |
| HST | C | 1.89% | |
| RVTY | D | 1.88% | |
| MAA | B | 1.86% | |
| POOL | C | 1.84% | |
| LKQ | D | 1.82% | |
| SWKS | F | 1.8% | |
| O | D | 1.79% | |
| POST | B | 1.78% | |
| STE | F | 1.75% | |
| GPC | D | 1.71% | |
| WEX | F | 1.7% | |
| MCHP | F | 1.69% | |
| KNSL | B | 1.69% | |
| EGP | D | 1.68% | |
| LNTH | D | 1.63% | |
| BCO | D | 1.53% | |
| HII | F | 1.42% | |
| QRVO | F | 1.19% | |
| ENPH | F | 1.1% |
ESGX Underweight 36 Positions Relative to XLP
| Symbol | Grade | Weight | |
|---|---|---|---|
| COST | B | -10.25% | |
| PG | A | -10.02% | |
| WMT | B | -9.43% | |
| KO | D | -6.09% | |
| PEP | F | -5.43% | |
| PM | B | -5.05% | |
| MO | A | -4.96% | |
| CL | D | -4.16% | |
| MDLZ | F | -4.01% | |
| TGT | F | -3.3% | |
| KMB | C | -2.69% | |
| KVUE | A | -2.67% | |
| KR | A | -2.24% | |
| MNST | B | -2.22% | |
| STZ | D | -2.2% | |
| KDP | D | -2.11% | |
| GIS | D | -2.08% | |
| CHD | B | -1.6% | |
| KHC | D | -1.6% | |
| HSY | F | -1.51% | |
| ADM | F | -1.5% | |
| K | A | -1.27% | |
| CLX | C | -1.22% | |
| MKC | D | -1.14% | |
| TSN | B | -1.06% | |
| DG | F | -0.94% | |
| EL | F | -0.89% | |
| CAG | D | -0.76% | |
| DLTR | D | -0.75% | |
| BG | F | -0.73% | |
| SJM | D | -0.7% | |
| LW | C | -0.64% | |
| TAP | C | -0.62% | |
| CPB | D | -0.51% | |
| HRL | D | -0.51% | |
| WBA | D | -0.35% |
ESGX: Top Represented Industries & Keywords
XLP: Top Represented Industries & Keywords
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