RULE vs. ESGA ETF Comparison
Comparison of Adaptive Core ETF (RULE) to American Century Sustainable Equity ETF (ESGA)
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).
Grade (RS Rating)
Last Trade
$21.49
Average Daily Volume
6,549
28
ESGA
American Century Sustainable Equity ETF
ESGA Description
The investment seeks long-term capital growth. 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 stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.Grade (RS Rating)
Last Trade
$64.50
Average Daily Volume
9,155
97
Performance
Period | RULE | ESGA |
---|---|---|
30 Days | -2.05% | -1.02% |
60 Days | -0.85% | 0.03% |
90 Days | 0.99% | 3.10% |
12 Months | 12.72% | 25.33% |
10 Overlapping Holdings
RULE Underweight 87 Positions Relative to ESGA
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | C | -8.78% | |
GOOGL | B | -3.99% | |
AMZN | A | -3.35% | |
V | C | -1.74% | |
HD | D | -1.71% | |
JPM | B | -1.7% | |
UNH | C | -1.66% | |
PLD | D | -1.61% | |
AMD | D | -1.52% | |
COP | C | -1.41% | |
ABBV | D | -1.31% | |
NEE | B | -1.28% | |
MS | A | -1.24% | |
DHR | C | -1.23% | |
CRM | D | -1.22% | |
PEP | B | -1.2% | |
SLB | F | -1.17% | |
EOG | B | -1.15% | |
MRK | B | -1.14% | |
CI | D | -1.1% | |
VZ | D | -1.09% | |
CSCO | D | -1.03% | |
A | C | -1.03% | |
CDW | F | -1.01% | |
ACN | D | -1.01% | |
SPGI | C | -0.99% | |
TJX | C | -0.99% | |
IBM | D | -0.98% | |
JCI | B | -0.95% | |
AMAT | C | -0.95% | |
CDNS | D | -0.95% | |
MA | D | -0.94% | |
ADI | A | -0.94% | |
BAC | B | -0.92% | |
SYY | D | -0.89% | |
UNP | C | -0.89% | |
KEYS | D | -0.87% | |
TMO | D | -0.87% | |
PG | A | -0.84% | |
TSLA | D | -0.78% | |
NVO | D | -0.76% | |
RF | B | -0.75% | |
BLK | D | -0.74% | |
PH | B | -0.72% | |
COST | B | -0.71% | |
HON | C | -0.7% | |
ECL | A | -0.69% | |
UPS | D | -0.68% | |
AMGN | B | -0.68% | |
LLY | C | -0.67% | |
APTV | D | -0.67% | |
PGR | A | -0.66% | |
MDLZ | B | -0.65% | |
ZTS | D | -0.63% | |
AXP | A | -0.62% | |
AMP | C | -0.62% | |
MMC | C | -0.61% | |
LKQ | D | -0.61% | |
XYL | A | -0.6% | |
EQIX | F | -0.6% | |
ISRG | D | -0.59% | |
SBUX | F | -0.55% | |
UBER | D | -0.54% | |
TSCO | B | -0.52% | |
MET | C | -0.52% | |
PRU | A | -0.51% | |
ASML | D | -0.5% | |
DIS | D | -0.5% | |
DECK | D | -0.5% | |
MAS | D | -0.5% | |
BALL | B | -0.49% | |
DE | B | -0.45% | |
ICE | C | -0.44% | |
LMT | A | -0.44% | |
AVGO | C | -0.44% | |
BMY | F | -0.43% | |
VRTX | C | -0.39% | |
WDAY | F | -0.35% | |
FDX | D | -0.35% | |
KMX | D | -0.35% | |
EA | F | -0.32% | |
NOW | D | -0.27% | |
CL | A | -0.27% | |
ADBE | D | -0.26% | |
ABNB | D | -0.26% | |
DXCM | D | -0.17% | |
GNRC | B | -0.11% |
RULE: Top Represented Industries & Keywords
ESGA: Top Represented Industries & Keywords