ESGY vs. VMAX ETF Comparison
Comparison of American Century Sustainable Growth ETF (ESGY) to Hartford US Value ETF (VMAX)
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
VMAX
Hartford US Value ETF
VMAX Description
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.Grade (RS Rating)
Last Trade
$51.92
Average Daily Volume
72
Number of Holdings
*
148
* may have additional holdings in another (foreign) market
Performance
| Period | ESGY | VMAX |
|---|---|---|
| 30 Days | 2.71% | 3.35% |
| 60 Days | 3.88% | 4.23% |
| 90 Days | 4.75% | 5.95% |
| 12 Months | 30.25% |
17 Overlapping Holdings
| Symbol | Grade | Weight in ESGY | Weight in VMAX | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 12.07% | 0.34% | 0.34% | |
| AMAT | F | 1.14% | 0.16% | 0.16% | |
| ELV | F | 0.2% | 1.12% | 0.2% | |
| EQIX | A | 0.5% | 0.49% | 0.49% | |
| FDX | B | 0.5% | 1.16% | 0.5% | |
| GOOGL | C | 6.79% | 1.2% | 1.2% | |
| GWW | B | 0.18% | 0.47% | 0.18% | |
| HD | A | 1.17% | 0.32% | 0.32% | |
| LLY | F | 2.57% | 0.18% | 0.18% | |
| MA | C | 1.49% | 1.35% | 1.35% | |
| META | D | 3.97% | 1.36% | 1.36% | |
| NVDA | C | 11.47% | 0.99% | 0.99% | |
| PGR | A | 0.76% | 0.12% | 0.12% | |
| TGT | F | 0.3% | 1.21% | 0.3% | |
| TJX | A | 0.93% | 0.25% | 0.25% | |
| UNH | C | 0.7% | 0.8% | 0.7% | |
| V | A | 2.6% | 0.65% | 0.65% |
ESGY Overweight 67 Positions Relative to VMAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 13.99% | |
| AMZN | C | 5.06% | |
| TSLA | B | 1.87% | |
| AVGO | D | 1.61% | |
| NOW | A | 1.53% | |
| AMD | F | 1.49% | |
| ABBV | D | 1.01% | |
| CDNS | B | 0.96% | |
| NVO | D | 0.96% | |
| PEP | F | 0.96% | |
| UBER | D | 0.92% | |
| TT | A | 0.89% | |
| WDAY | B | 0.73% | |
| INTU | C | 0.73% | |
| IDXX | F | 0.71% | |
| CRM | B | 0.68% | |
| LIN | D | 0.67% | |
| KO | D | 0.66% | |
| HLT | A | 0.61% | |
| ASML | F | 0.6% | |
| ADP | B | 0.59% | |
| NFLX | A | 0.58% | |
| ADBE | C | 0.57% | |
| CI | F | 0.56% | |
| VRT | B | 0.55% | |
| CMG | B | 0.55% | |
| ZTS | D | 0.55% | |
| SQ | B | 0.55% | |
| A | D | 0.53% | |
| VRTX | F | 0.52% | |
| ADI | D | 0.5% | |
| MSI | B | 0.44% | |
| UNP | C | 0.44% | |
| SPGI | C | 0.43% | |
| CDW | F | 0.42% | |
| DECK | A | 0.41% | |
| CRWD | B | 0.4% | |
| APTV | D | 0.39% | |
| ANET | C | 0.37% | |
| SYY | B | 0.36% | |
| YETI | C | 0.36% | |
| PANW | C | 0.35% | |
| TSCO | D | 0.32% | |
| SLB | C | 0.32% | |
| ACN | C | 0.31% | |
| DT | C | 0.29% | |
| ABNB | C | 0.29% | |
| KMX | B | 0.28% | |
| POOL | C | 0.28% | |
| EBAY | D | 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% | |
| 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% | |
| LULU | C | 0.07% | |
| DXCM | D | 0.05% |
ESGY Underweight 131 Positions Relative to VMAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| EOG | A | -2.03% | |
| HPQ | B | -1.93% | |
| C | A | -1.89% | |
| MTB | A | -1.87% | |
| WFC | A | -1.82% | |
| CVS | D | -1.76% | |
| LNC | B | -1.59% | |
| STLD | B | -1.51% | |
| NRG | B | -1.5% | |
| T | A | -1.49% | |
| USB | A | -1.46% | |
| VLO | C | -1.42% | |
| SYF | B | -1.39% | |
| JPM | A | -1.34% | |
| MPC | D | -1.32% | |
| STT | A | -1.31% | |
| BBY | D | -1.29% | |
| PNC | B | -1.29% | |
| BAC | A | -1.26% | |
| GAP | C | -1.25% | |
| MCO | B | -1.24% | |
| BK | A | -1.22% | |
| NFG | A | -1.18% | |
| KR | B | -1.18% | |
| RF | A | -1.13% | |
| LAMR | D | -1.12% | |
| VZ | C | -1.1% | |
| PYPL | B | -1.09% | |
| TROW | B | -1.05% | |
| BCC | B | -1.05% | |
| JHG | A | -1.03% | |
| JXN | C | -1.02% | |
| CINF | A | -1.01% | |
| HPE | B | -0.98% | |
| ETR | B | -0.96% | |
| JNJ | D | -0.96% | |
| BLDR | D | -0.93% | |
| BRK.A | B | -0.92% | |
| DUK | C | -0.92% | |
| XOM | B | -0.91% | |
| APA | D | -0.91% | |
| SHW | A | -0.88% | |
| SO | D | -0.86% | |
| GILD | C | -0.85% | |
| IRM | D | -0.85% | |
| COP | C | -0.83% | |
| FITB | A | -0.83% | |
| DVN | F | -0.81% | |
| VICI | C | -0.78% | |
| DELL | C | -0.77% | |
| CVX | A | -0.75% | |
| HCA | F | -0.71% | |
| HBAN | A | -0.7% | |
| CAT | B | -0.7% | |
| ACI | C | -0.68% | |
| NEE | D | -0.68% | |
| WMT | A | -0.68% | |
| OGN | D | -0.68% | |
| RS | B | -0.66% | |
| QCOM | F | -0.66% | |
| CB | C | -0.66% | |
| AVT | C | -0.65% | |
| MO | A | -0.65% | |
| AMT | D | -0.63% | |
| COF | B | -0.62% | |
| HUM | C | -0.61% | |
| LOW | D | -0.58% | |
| CHRD | D | -0.58% | |
| CMC | B | -0.57% | |
| MTG | C | -0.54% | |
| CTAS | B | -0.52% | |
| TEX | D | -0.51% | |
| MGY | A | -0.5% | |
| SPG | B | -0.5% | |
| SW | A | -0.47% | |
| GS | A | -0.47% | |
| CBT | C | -0.47% | |
| PSX | C | -0.46% | |
| ITW | B | -0.43% | |
| TMUS | B | -0.43% | |
| NTAP | C | -0.42% | |
| MLI | C | -0.4% | |
| PRU | A | -0.39% | |
| R | B | -0.39% | |
| UNM | A | -0.36% | |
| RHI | B | -0.34% | |
| BPOP | B | -0.32% | |
| AXS | A | -0.31% | |
| NUE | C | -0.3% | |
| OZK | B | -0.29% | |
| RDN | C | -0.27% | |
| CSCO | B | -0.27% | |
| AXP | A | -0.27% | |
| JKHY | D | -0.27% | |
| SBAC | D | -0.27% | |
| MKL | A | -0.26% | |
| DTE | C | -0.26% | |
| MRK | F | -0.24% | |
| LNTH | D | -0.23% | |
| MSCI | C | -0.23% | |
| UFPI | B | -0.22% | |
| PHM | D | -0.22% | |
| CFG | B | -0.21% | |
| MS | A | -0.2% | |
| CRBG | B | -0.2% | |
| XEL | A | -0.18% | |
| M | D | -0.17% | |
| NXPI | D | -0.16% | |
| DINO | D | -0.14% | |
| CTSH | B | -0.14% | |
| CMI | A | -0.14% | |
| CMCSA | B | -0.13% | |
| COLB | A | -0.12% | |
| HRB | D | -0.11% | |
| EXC | C | -0.11% | |
| DKS | C | -0.11% | |
| WY | D | -0.11% | |
| FHN | A | -0.1% | |
| OVV | B | -0.08% | |
| AEP | D | -0.08% | |
| IBM | C | -0.07% | |
| CCI | D | -0.07% | |
| ESNT | D | -0.05% | |
| WFRD | D | -0.05% | |
| CHX | C | -0.04% | |
| EG | C | -0.03% | |
| FANG | D | -0.03% | |
| SM | B | -0.02% | |
| FCNCA | A | -0.01% | |
| BKNG | A | -0.01% | |
| WSM | B | -0.01% |
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
VMAX: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Credit Services
Utilities - Regulated Electric
Insurance - Property & Casualty
Telecom Services
Banks - Global
Capital Markets
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Services
Insurance - Life
Lumber & Wood Production
Semiconductors
Specialty Retail
Apparel Stores
Keywords:
S&P 500
Bank
Nasdaq 100
Banking
Dow Jones Component
Natural Gas
Insurance
Building Materials
Cash Management
Computing
Insurance Products
Investment Bank
Commercial Banking
Electricity
Financial Products
Investment Management
Petroleum Industry
Commercial Bank
Mobile Devices
Natural Gas Liquids
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