ETHO vs. EVUS ETF Comparison
Comparison of Etho Climate Leadership U.S. ETF (ETHO) to iShares ESG Aware MSCI USA Value ETF (EVUS)
ETHO
Etho Climate Leadership U.S. ETF
ETHO Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Etho Climate Leadership Index - US (the "index"). The index tracks the performance of the equity securities of a diversified set of U.S. companies that are leaders in their industry with respect to their carbon impact. "Carbon impact" is calculated based on the total greenhouse gas ("GHG") emissions from a company's operations, fuel use, supply chain, and business activities, divided by the company's market capitalization. The fund will invest at least 80% of its total assets in the component securities of the index.
Grade (RS Rating)
Last Trade
$61.06
Average Daily Volume
5,411
Number of Holdings
*
285
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.13
Average Daily Volume
2,151
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | ETHO | EVUS |
|---|---|---|
| 30 Days | 3.06% | 0.28% |
| 60 Days | 5.75% | 3.75% |
| 90 Days | 7.50% | 6.81% |
| 12 Months | 22.29% | 28.58% |
31 Overlapping Holdings
| Symbol | Grade | Weight in ETHO | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ADI | D | 0.37% | 0.28% | 0.28% | |
| AMGN | F | 0.37% | 0.84% | 0.37% | |
| ANSS | B | 0.31% | 0.35% | 0.31% | |
| AXP | B | 0.42% | 0.89% | 0.42% | |
| CHD | A | 0.32% | 0.27% | 0.27% | |
| CSCO | A | 0.38% | 1.01% | 0.38% | |
| DFS | B | 0.45% | 0.45% | 0.45% | |
| EA | A | 0.39% | 0.38% | 0.38% | |
| HBAN | A | 0.41% | 0.28% | 0.28% | |
| IPG | F | 0.31% | 0.09% | 0.09% | |
| ITW | B | 0.33% | 0.1% | 0.1% | |
| KMB | D | 0.33% | 0.35% | 0.33% | |
| KR | A | 0.34% | 0.42% | 0.34% | |
| MRK | F | 0.25% | 0.54% | 0.25% | |
| NTAP | D | 0.37% | 0.1% | 0.1% | |
| PAYX | B | 0.4% | 0.13% | 0.13% | |
| PFE | F | 0.33% | 0.58% | 0.33% | |
| PLD | D | 0.29% | 0.3% | 0.29% | |
| PYPL | A | 0.39% | 0.23% | 0.23% | |
| QCOM | F | 0.33% | 0.65% | 0.33% | |
| RMD | C | 0.4% | 0.11% | 0.11% | |
| ROK | B | 0.33% | 0.13% | 0.13% | |
| SYY | D | 0.31% | 0.09% | 0.09% | |
| TJX | A | 0.37% | 0.17% | 0.17% | |
| TRMB | B | 0.37% | 0.2% | 0.2% | |
| TWLO | B | 0.48% | 0.14% | 0.14% | |
| TXN | B | 0.4% | 1.59% | 0.4% | |
| URI | B | 0.4% | 0.29% | 0.29% | |
| VZ | D | 0.33% | 0.75% | 0.33% | |
| XYL | F | 0.31% | 0.41% | 0.31% | |
| ZTS | D | 0.33% | 0.42% | 0.33% |
ETHO Overweight 254 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | B | 0.71% | |
| ALNY | D | 0.59% | |
| PIPR | B | 0.57% | |
| FTDR | B | 0.57% | |
| AGIO | B | 0.57% | |
| UTHR | B | 0.56% | |
| SASR | A | 0.55% | |
| HLNE | B | 0.55% | |
| COLB | A | 0.54% | |
| IDCC | B | 0.54% | |
| TSLA | B | 0.53% | |
| PTGX | D | 0.53% | |
| VCYT | B | 0.53% | |
| NVDA | A | 0.52% | |
| CAC | B | 0.49% | |
| LITE | B | 0.49% | |
| MATX | B | 0.48% | |
| GDDY | B | 0.48% | |
| GKOS | B | 0.48% | |
| EXEL | B | 0.48% | |
| SMAR | A | 0.47% | |
| ANET | C | 0.47% | |
| BKU | A | 0.47% | |
| TMUS | A | 0.46% | |
| CPRX | C | 0.46% | |
| CARG | B | 0.46% | |
| EXTR | C | 0.46% | |
| CAKE | B | 0.45% | |
| BMI | B | 0.45% | |
| BKNG | A | 0.45% | |
| PODD | B | 0.45% | |
| CNS | C | 0.44% | |
| PLNT | A | 0.44% | |
| MMSI | B | 0.44% | |
| AAON | B | 0.44% | |
| MOD | D | 0.43% | |
| CBSH | A | 0.43% | |
| MSEX | C | 0.43% | |
| FHN | A | 0.43% | |
| ASB | B | 0.43% | |
| FFBC | B | 0.43% | |
| HWC | B | 0.43% | |
| KEY | B | 0.42% | |
| NFLX | A | 0.42% | |
| BRC | B | 0.42% | |
| LQDT | B | 0.42% | |
| NYT | C | 0.42% | |
| FIBK | B | 0.42% | |
| AAPL | C | 0.42% | |
| INGR | B | 0.42% | |
| BOKF | B | 0.42% | |
| BOH | B | 0.42% | |
| CMA | A | 0.42% | |
| AAT | B | 0.42% | |
| NOW | A | 0.42% | |
| WTFC | B | 0.41% | |
| CTS | C | 0.41% | |
| BRO | B | 0.41% | |
| FFIV | B | 0.41% | |
| DOCU | B | 0.41% | |
| DAY | B | 0.4% | |
| LAD | B | 0.4% | |
| PPBI | B | 0.4% | |
| ATRC | C | 0.4% | |
| AUB | A | 0.4% | |
| LII | B | 0.4% | |
| AWR | C | 0.39% | |
| CWT | D | 0.39% | |
| WBS | A | 0.39% | |
| EPRT | C | 0.39% | |
| ATR | A | 0.39% | |
| RUSHA | B | 0.39% | |
| DEA | D | 0.39% | |
| NMIH | D | 0.39% | |
| TGNA | B | 0.39% | |
| DT | C | 0.39% | |
| HNI | B | 0.39% | |
| ZM | B | 0.39% | |
| ITGR | B | 0.38% | |
| ADSK | B | 0.38% | |
| PAYC | B | 0.38% | |
| MPWR | F | 0.38% | |
| AJG | A | 0.38% | |
| LPLA | A | 0.38% | |
| PFGC | B | 0.38% | |
| GWW | B | 0.38% | |
| VRTX | B | 0.38% | |
| BCPC | B | 0.38% | |
| VRSK | A | 0.38% | |
| BOX | A | 0.38% | |
| IT | B | 0.37% | |
| VOYA | B | 0.37% | |
| JBT | B | 0.37% | |
| SCSC | B | 0.37% | |
| DBX | B | 0.37% | |
| BUSE | B | 0.37% | |
| PRI | B | 0.37% | |
| SSNC | C | 0.37% | |
| HASI | F | 0.37% | |
| ESI | B | 0.37% | |
| OMC | A | 0.36% | |
| OMF | A | 0.36% | |
| OZK | B | 0.36% | |
| ABG | B | 0.36% | |
| V | A | 0.36% | |
| OLED | F | 0.36% | |
| BERY | D | 0.36% | |
| RL | B | 0.36% | |
| INFN | D | 0.36% | |
| KRO | D | 0.36% | |
| ATEN | A | 0.36% | |
| PFSI | D | 0.36% | |
| TTWO | A | 0.36% | |
| FC | F | 0.36% | |
| PINC | B | 0.35% | |
| LFUS | D | 0.35% | |
| TPH | C | 0.35% | |
| RARE | F | 0.35% | |
| NTNX | B | 0.35% | |
| MA | B | 0.35% | |
| LZB | B | 0.35% | |
| BURL | C | 0.35% | |
| AWK | D | 0.35% | |
| AMTB | B | 0.34% | |
| NTCT | B | 0.34% | |
| XHR | B | 0.34% | |
| WRB | B | 0.34% | |
| JKHY | C | 0.34% | |
| DDOG | B | 0.34% | |
| PSTG | D | 0.34% | |
| NOVT | C | 0.34% | |
| SHOO | D | 0.34% | |
| PEN | C | 0.34% | |
| PTC | B | 0.34% | |
| DECK | B | 0.34% | |
| GEF | B | 0.34% | |
| MTH | D | 0.34% | |
| GIII | C | 0.34% | |
| CGNX | C | 0.33% | |
| SCS | B | 0.33% | |
| TPIC | F | 0.33% | |
| CRM | B | 0.33% | |
| MSCI | B | 0.33% | |
| FELE | B | 0.33% | |
| COLM | B | 0.33% | |
| BE | B | 0.32% | |
| REZI | A | 0.32% | |
| CARS | B | 0.32% | |
| SHO | D | 0.32% | |
| THS | F | 0.32% | |
| APLE | B | 0.32% | |
| VRSN | C | 0.32% | |
| LCII | D | 0.32% | |
| RHP | B | 0.32% | |
| BZH | B | 0.32% | |
| AGNC | C | 0.32% | |
| WTS | B | 0.32% | |
| INTU | A | 0.32% | |
| MSFT | C | 0.32% | |
| CMG | B | 0.32% | |
| CSGS | B | 0.32% | |
| ADBE | C | 0.32% | |
| ZS | B | 0.32% | |
| ALLY | C | 0.31% | |
| IPGP | C | 0.31% | |
| ROST | D | 0.31% | |
| ROG | D | 0.31% | |
| CDNS | B | 0.31% | |
| HUBS | B | 0.31% | |
| ESNT | D | 0.31% | |
| CASS | B | 0.31% | |
| KLAC | F | 0.31% | |
| VVV | B | 0.31% | |
| NDSN | B | 0.31% | |
| TER | F | 0.31% | |
| PARA | B | 0.31% | |
| RHI | B | 0.31% | |
| HAE | B | 0.3% | |
| WDAY | B | 0.3% | |
| POWI | D | 0.3% | |
| RMBS | C | 0.3% | |
| VEEV | B | 0.3% | |
| YETI | D | 0.3% | |
| EPC | F | 0.3% | |
| KELYA | F | 0.29% | |
| MSA | D | 0.29% | |
| THR | C | 0.29% | |
| SCL | C | 0.29% | |
| IONS | F | 0.29% | |
| SIGI | B | 0.29% | |
| TTGT | C | 0.29% | |
| BL | B | 0.29% | |
| NBIX | C | 0.29% | |
| AMAT | F | 0.29% | |
| GNTX | C | 0.28% | |
| AOS | F | 0.28% | |
| LEVI | F | 0.28% | |
| COHU | C | 0.28% | |
| REXR | F | 0.28% | |
| GPN | B | 0.28% | |
| SITE | D | 0.28% | |
| ALG | B | 0.28% | |
| DENN | C | 0.27% | |
| USNA | C | 0.27% | |
| MYRG | B | 0.27% | |
| AMKR | F | 0.27% | |
| ELAN | C | 0.26% | |
| MXL | C | 0.26% | |
| LRCX | F | 0.26% | |
| CYTK | C | 0.26% | |
| EXAS | F | 0.26% | |
| CDW | F | 0.26% | |
| RGEN | C | 0.26% | |
| VAC | B | 0.26% | |
| AMD | F | 0.26% | |
| BMRN | F | 0.25% | |
| IRBT | F | 0.25% | |
| ETSY | D | 0.25% | |
| MKSI | C | 0.25% | |
| FND | F | 0.25% | |
| MDB | C | 0.25% | |
| THRM | F | 0.25% | |
| IDXX | F | 0.25% | |
| TREX | C | 0.24% | |
| OKTA | C | 0.24% | |
| EPAM | B | 0.24% | |
| ARWR | C | 0.24% | |
| ENTG | F | 0.24% | |
| HVT | F | 0.23% | |
| HPP | F | 0.23% | |
| CROX | F | 0.23% | |
| MOV | C | 0.23% | |
| ALLO | D | 0.23% | |
| LEA | F | 0.22% | |
| EW | F | 0.22% | |
| LSCC | D | 0.22% | |
| AMN | F | 0.21% | |
| PCRX | C | 0.2% | |
| ENPH | F | 0.2% | |
| COTY | D | 0.2% | |
| EB | C | 0.2% | |
| BRKR | F | 0.2% | |
| CRI | D | 0.2% | |
| PLUG | D | 0.19% | |
| W | F | 0.19% | |
| ATKR | C | 0.18% | |
| HELE | C | 0.18% | |
| NOVA | F | 0.18% | |
| MRNA | F | 0.16% | |
| DXCM | C | 0.16% | |
| EDIT | F | 0.14% | |
| NVRO | F | 0.13% | |
| EL | F | 0.13% | |
| CHGG | D | 0.08% |
ETHO Underweight 203 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | -3.17% | |
| JPM | A | -2.7% | |
| UNH | B | -2.15% | |
| HD | B | -2.04% | |
| KO | F | -1.68% | |
| XOM | B | -1.54% | |
| PG | C | -1.45% | |
| JNJ | D | -1.43% | |
| ORCL | A | -1.29% | |
| BAC | A | -1.27% | |
| ADP | A | -1.25% | |
| CVX | A | -1.22% | |
| IBM | D | -1.17% | |
| BRK.A | B | -1.16% | |
| ABBV | F | -1.08% | |
| GILD | B | -1.04% | |
| MS | A | -1.03% | |
| PRU | B | -0.98% | |
| PEG | C | -0.9% | |
| K | A | -0.89% | |
| PEP | D | -0.88% | |
| GS | B | -0.84% | |
| HON | B | -0.82% | |
| NEE | D | -0.81% | |
| COP | C | -0.8% | |
| RTX | D | -0.8% | |
| KMI | B | -0.77% | |
| CMI | A | -0.76% | |
| LOW | B | -0.76% | |
| CAT | B | -0.76% | |
| DIS | B | -0.76% | |
| CRH | B | -0.75% | |
| DHR | F | -0.73% | |
| BR | A | -0.72% | |
| OKE | A | -0.72% | |
| BK | B | -0.72% | |
| ELV | F | -0.69% | |
| C | B | -0.68% | |
| ECL | C | -0.65% | |
| MCD | C | -0.64% | |
| NI | A | -0.64% | |
| SPGI | C | -0.64% | |
| MMM | C | -0.62% | |
| PNR | A | -0.62% | |
| INTC | C | -0.61% | |
| GIS | F | -0.61% | |
| CCI | F | -0.6% | |
| EQIX | B | -0.6% | |
| PNC | B | -0.6% | |
| AMT | F | -0.58% | |
| ACN | B | -0.56% | |
| CI | D | -0.56% | |
| NXPI | F | -0.54% | |
| MET | C | -0.51% | |
| EXPD | C | -0.51% | |
| LIN | D | -0.5% | |
| COR | B | -0.5% | |
| HIG | C | -0.47% | |
| SYF | B | -0.47% | |
| WELL | B | -0.46% | |
| MU | D | -0.46% | |
| DLR | C | -0.45% | |
| TRV | B | -0.45% | |
| NOC | D | -0.43% | |
| FERG | B | -0.43% | |
| CLX | A | -0.42% | |
| DE | D | -0.42% | |
| TGT | C | -0.41% | |
| CMCSA | B | -0.41% | |
| CARR | C | -0.4% | |
| LKQ | C | -0.39% | |
| PGR | A | -0.39% | |
| CHRW | A | -0.39% | |
| OVV | C | -0.38% | |
| JCI | A | -0.38% | |
| BMY | B | -0.38% | |
| KEYS | C | -0.37% | |
| T | A | -0.37% | |
| CMS | D | -0.37% | |
| SCHW | B | -0.36% | |
| SBUX | B | -0.36% | |
| NDAQ | B | -0.36% | |
| FI | A | -0.36% | |
| IRM | D | -0.35% | |
| CBRE | B | -0.35% | |
| HPE | B | -0.35% | |
| FLUT | A | -0.34% | |
| EXC | C | -0.34% | |
| PPG | F | -0.34% | |
| CAH | B | -0.32% | |
| UPS | C | -0.32% | |
| TAP | B | -0.32% | |
| BKR | B | -0.31% | |
| HCA | D | -0.31% | |
| PSX | C | -0.31% | |
| COO | D | -0.31% | |
| BLK | A | -0.31% | |
| STE | D | -0.3% | |
| BG | D | -0.3% | |
| ETN | B | -0.29% | |
| NEM | F | -0.29% | |
| DGX | B | -0.29% | |
| D | D | -0.28% | |
| USB | B | -0.28% | |
| SLB | C | -0.28% | |
| KHC | F | -0.28% | |
| DAL | A | -0.28% | |
| BBY | C | -0.28% | |
| EIX | C | -0.27% | |
| NUE | D | -0.27% | |
| WFC | A | -0.26% | |
| WY | F | -0.26% | |
| FTV | C | -0.26% | |
| MMC | D | -0.25% | |
| ED | D | -0.25% | |
| FIS | B | -0.25% | |
| REGN | F | -0.24% | |
| TSCO | D | -0.24% | |
| ABT | C | -0.24% | |
| FBIN | F | -0.24% | |
| TFC | B | -0.23% | |
| J | D | -0.23% | |
| GEV | B | -0.23% | |
| CNH | D | -0.23% | |
| ZBH | C | -0.22% | |
| AFL | C | -0.22% | |
| LH | B | -0.22% | |
| VLO | C | -0.22% | |
| ES | D | -0.22% | |
| FDX | B | -0.22% | |
| WTRG | C | -0.21% | |
| KDP | C | -0.21% | |
| OC | A | -0.2% | |
| A | F | -0.2% | |
| AIZ | A | -0.19% | |
| FDS | A | -0.19% | |
| COF | B | -0.18% | |
| MRO | B | -0.18% | |
| STT | B | -0.18% | |
| CNC | F | -0.18% | |
| ACGL | C | -0.17% | |
| DHI | D | -0.17% | |
| JBHT | C | -0.17% | |
| IEX | B | -0.17% | |
| WMB | B | -0.16% | |
| NTRS | A | -0.16% | |
| ALLE | D | -0.16% | |
| IP | B | -0.16% | |
| HPQ | B | -0.16% | |
| EQT | B | -0.15% | |
| HUBB | C | -0.15% | |
| TFX | F | -0.15% | |
| HOLX | D | -0.14% | |
| WTW | A | -0.14% | |
| MKC | D | -0.14% | |
| IR | A | -0.14% | |
| CPB | F | -0.13% | |
| LDOS | C | -0.13% | |
| HII | F | -0.13% | |
| CB | C | -0.13% | |
| PHM | D | -0.13% | |
| WDC | D | -0.12% | |
| HRL | F | -0.12% | |
| AKAM | F | -0.12% | |
| STLD | C | -0.12% | |
| BXP | D | -0.12% | |
| PFG | C | -0.12% | |
| JNPR | D | -0.12% | |
| IFF | F | -0.12% | |
| FOX | A | -0.12% | |
| FSLR | F | -0.11% | |
| PSA | D | -0.11% | |
| DOW | F | -0.11% | |
| APD | B | -0.11% | |
| AZPN | A | -0.11% | |
| GEN | B | -0.11% | |
| BIIB | F | -0.11% | |
| MKTX | C | -0.11% | |
| TMO | F | -0.11% | |
| SOLV | C | -0.11% | |
| FANG | C | -0.11% | |
| GEHC | D | -0.1% | |
| AVTR | F | -0.1% | |
| BALL | D | -0.1% | |
| CCK | D | -0.1% | |
| ULTA | C | -0.1% | |
| DD | D | -0.1% | |
| CBOE | D | -0.1% | |
| HUM | D | -0.1% | |
| ADM | F | -0.1% | |
| ICE | C | -0.1% | |
| DOV | A | -0.1% | |
| MDLZ | F | -0.09% | |
| CVS | F | -0.09% | |
| KMX | B | -0.09% | |
| TTC | F | -0.09% | |
| STZ | D | -0.09% | |
| CAG | F | -0.09% | |
| AVY | F | -0.09% | |
| LYB | F | -0.08% | |
| NKE | F | -0.08% | |
| DG | F | -0.06% | |
| DLTR | F | -0.06% |
ETHO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Biotechnology
Diversified Industrials
Software - Infrastructure
Semiconductors
Semiconductor Equipment & Materials
Household & Personal Products
Business Services
Credit Services
Apparel Manufacturing
Medical Devices
Medical Instruments & Supplies
Scientific & Technical Instruments
Asset Management
Auto & Truck Dealerships
Auto Parts
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Specialty & Generic
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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