ESGY vs. SPHQ ETF Comparison
Comparison of American Century Sustainable Growth ETF (ESGY) to PowerShares S&P 500 High Quality Portfolio (SPHQ)
ESGY
American Century Sustainable Growth ETF
ESGY Description
The investment seeks capital appreciation. 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 stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$57.15
Average Daily Volume
996
Number of Holdings
*
84
* may have additional holdings in another (foreign) market
SPHQ
PowerShares S&P 500 High Quality Portfolio
SPHQ Description
The PowerShares S&P 500® High Quality Portfolio (Fund) is based on the S&P 500® High Quality Rankings Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to provide exposure to the constituents of the S&P 500 Index that are identified as stocks reflecting long-term growth and stability of a company's earnings and dividends. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$68.34
Average Daily Volume
861,359
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | ESGY | SPHQ |
|---|---|---|
| 30 Days | 2.71% | 2.20% |
| 60 Days | 3.88% | 1.70% |
| 90 Days | 4.75% | 3.87% |
| 12 Months | 30.25% | 32.58% |
24 Overlapping Holdings
| Symbol | Grade | Weight in ESGY | Weight in SPHQ | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.53% | 0.37% | 0.37% | |
| AAPL | C | 12.07% | 4.97% | 4.97% | |
| ADBE | C | 0.57% | 2.87% | 0.57% | |
| ADP | B | 0.59% | 2.01% | 0.59% | |
| AMAT | F | 1.14% | 1.68% | 1.14% | |
| AVGO | D | 1.61% | 5.28% | 1.61% | |
| CDW | F | 0.42% | 0.25% | 0.25% | |
| DECK | A | 0.41% | 0.29% | 0.29% | |
| EBAY | D | 0.28% | 0.34% | 0.28% | |
| GWW | B | 0.18% | 0.59% | 0.18% | |
| IDXX | F | 0.71% | 0.4% | 0.4% | |
| INTU | C | 0.73% | 1.83% | 0.73% | |
| LULU | C | 0.07% | 0.38% | 0.07% | |
| MA | C | 1.49% | 5.45% | 1.49% | |
| MSFT | F | 13.99% | 4.5% | 4.5% | |
| NFLX | A | 0.58% | 4.24% | 0.58% | |
| PANW | C | 0.35% | 1.24% | 0.35% | |
| PEP | F | 0.96% | 2.26% | 0.96% | |
| PGR | A | 0.76% | 1.63% | 0.76% | |
| POOL | C | 0.28% | 0.19% | 0.19% | |
| SYY | B | 0.36% | 0.37% | 0.36% | |
| TJX | A | 0.93% | 1.54% | 0.93% | |
| V | A | 2.6% | 5.29% | 2.6% | |
| ZTS | D | 0.55% | 0.74% | 0.55% |
ESGY Overweight 60 Positions Relative to SPHQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 11.47% | |
| GOOGL | C | 6.79% | |
| AMZN | C | 5.06% | |
| META | D | 3.97% | |
| LLY | F | 2.57% | |
| TSLA | B | 1.87% | |
| NOW | A | 1.53% | |
| AMD | F | 1.49% | |
| HD | A | 1.17% | |
| ABBV | D | 1.01% | |
| CDNS | B | 0.96% | |
| NVO | D | 0.96% | |
| UBER | D | 0.92% | |
| TT | A | 0.89% | |
| WDAY | B | 0.73% | |
| UNH | C | 0.7% | |
| CRM | B | 0.68% | |
| LIN | D | 0.67% | |
| KO | D | 0.66% | |
| HLT | A | 0.61% | |
| ASML | F | 0.6% | |
| CI | F | 0.56% | |
| VRT | B | 0.55% | |
| CMG | B | 0.55% | |
| SQ | B | 0.55% | |
| VRTX | F | 0.52% | |
| EQIX | A | 0.5% | |
| ADI | D | 0.5% | |
| FDX | B | 0.5% | |
| MSI | B | 0.44% | |
| UNP | C | 0.44% | |
| SPGI | C | 0.43% | |
| CRWD | B | 0.4% | |
| APTV | D | 0.39% | |
| ANET | C | 0.37% | |
| YETI | C | 0.36% | |
| TSCO | D | 0.32% | |
| SLB | C | 0.32% | |
| ACN | C | 0.31% | |
| TGT | F | 0.3% | |
| DT | C | 0.29% | |
| ABNB | C | 0.29% | |
| KMX | B | 0.28% | |
| XYL | D | 0.28% | |
| SNOW | C | 0.27% | |
| DDOG | A | 0.25% | |
| ETN | A | 0.25% | |
| OKTA | C | 0.24% | |
| WST | C | 0.21% | |
| ELV | F | 0.2% | |
| MDB | C | 0.16% | |
| SAIA | B | 0.15% | |
| CPRT | A | 0.15% | |
| CROX | D | 0.14% | |
| HUBS | A | 0.13% | |
| TREX | C | 0.13% | |
| BURL | A | 0.12% | |
| PD | C | 0.11% | |
| URI | B | 0.1% | |
| DXCM | D | 0.05% |
ESGY Underweight 75 Positions Relative to SPHQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| JNJ | D | -4.84% | |
| COST | B | -4.29% | |
| PG | A | -3.89% | |
| CSCO | B | -2.61% | |
| QCOM | F | -2.2% | |
| GE | D | -2.02% | |
| CAT | B | -2.01% | |
| LMT | D | -1.65% | |
| ITW | B | -1.16% | |
| NKE | D | -1.08% | |
| LRCX | F | -1.06% | |
| KLAC | D | -1.05% | |
| SHW | A | -1.01% | |
| MDLZ | F | -0.9% | |
| EMR | A | -0.88% | |
| AMP | A | -0.86% | |
| ADSK | A | -0.86% | |
| CTAS | B | -0.76% | |
| MCO | B | -0.73% | |
| PAYX | C | -0.66% | |
| IT | C | -0.64% | |
| FAST | B | -0.59% | |
| MPC | D | -0.58% | |
| CMI | A | -0.57% | |
| KMB | D | -0.52% | |
| ROST | C | -0.47% | |
| KVUE | A | -0.46% | |
| COR | B | -0.46% | |
| VRSK | A | -0.45% | |
| MLM | B | -0.44% | |
| VLO | C | -0.44% | |
| MCHP | D | -0.43% | |
| LEN | D | -0.42% | |
| ACGL | D | -0.41% | |
| ROK | B | -0.4% | |
| GEHC | F | -0.4% | |
| MNST | C | -0.4% | |
| EA | A | -0.37% | |
| CTSH | B | -0.37% | |
| VMC | B | -0.37% | |
| CNC | D | -0.36% | |
| DD | D | -0.32% | |
| NVR | D | -0.3% | |
| BR | A | -0.27% | |
| BALL | D | -0.27% | |
| KEYS | A | -0.26% | |
| ADM | D | -0.26% | |
| K | A | -0.26% | |
| HSY | F | -0.26% | |
| VLTO | D | -0.26% | |
| TROW | B | -0.26% | |
| CLX | B | -0.24% | |
| BLDR | D | -0.24% | |
| CINF | A | -0.23% | |
| LH | C | -0.23% | |
| EXPD | D | -0.21% | |
| ULTA | F | -0.21% | |
| LYB | F | -0.21% | |
| OMC | C | -0.2% | |
| STE | F | -0.2% | |
| BAX | D | -0.19% | |
| JBL | B | -0.19% | |
| HOLX | D | -0.17% | |
| EG | C | -0.16% | |
| FFIV | B | -0.15% | |
| CHRW | C | -0.14% | |
| SWKS | F | -0.14% | |
| JKHY | D | -0.13% | |
| AOS | F | -0.11% | |
| APA | D | -0.1% | |
| MKTX | D | -0.1% | |
| BWA | D | -0.1% | |
| PAYC | B | -0.1% | |
| RL | B | -0.09% | |
| SOLV | C | -0.09% |
ESGY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Diagnostics & Research
Health Care Plans
Software - Infrastructure
Specialty Retail
Apparel Stores
Auto & Truck Dealerships
Beverages - Soft Drinks
Biotechnology
Credit Services
Discount Stores
Drug Manufacturers - Major
Footwear & Accessories
Information Technology Services
Internet Content & Information
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Auto Manufacturers
Auto Parts
Keywords:
S&P 500
Nasdaq 100
Computing
Mobile Devices
Dow Jones Component
Cloud Computing
Work From Home
IBD 50
Software As A Service
Smartphones
Clothing
Cloud Infrastructure
Electronics
Information Technology Management
Operating System
Software
Artificial Intelligence
Computer Security
E-Commerce
Freight Transport
SPHQ: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Software - Application
Household & Personal Products
Semiconductors
Apparel Stores
Building Materials
Diagnostics & Research
Information Technology Services
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Asset Management
Beverages - Soft Drinks
Capital Markets
Confectioners
Credit Services
Footwear & Accessories
Health Information Services
Industrial Distribution
Insurance - Property & Casualty
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