SMIZ vs. ETHO ETF Comparison
Comparison of Zacks Small/Mid Cap ETF (SMIZ) to Etho Climate Leadership U.S. ETF (ETHO)
SMIZ
Zacks Small/Mid Cap ETF
SMIZ Description
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.
Grade (RS Rating)
Last Trade
$36.24
Average Daily Volume
15,943
Number of Holdings
*
206
* may have additional holdings in another (foreign) market
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
$63.33
Average Daily Volume
5,371
Number of Holdings
*
285
* may have additional holdings in another (foreign) market
Performance
| Period | SMIZ | ETHO |
|---|---|---|
| 30 Days | 8.64% | 7.59% |
| 60 Days | 10.03% | 6.45% |
| 90 Days | 11.78% | 6.91% |
| 12 Months | 39.20% | 24.60% |
32 Overlapping Holdings
| Symbol | Grade | Weight in SMIZ | Weight in ETHO | Overlap | |
|---|---|---|---|---|---|
| AGNC | D | 0.0% | 0.33% | 0.0% | |
| ALLO | F | 0.23% | 0.2% | 0.2% | |
| ANET | C | 0.88% | 0.44% | 0.44% | |
| AWK | D | 0.27% | 0.35% | 0.27% | |
| BMI | B | 0.63% | 0.45% | 0.45% | |
| BMRN | D | 0.16% | 0.25% | 0.16% | |
| BRO | B | 0.21% | 0.41% | 0.21% | |
| CARG | C | 0.0% | 0.51% | 0.0% | |
| CBSH | A | 0.97% | 0.44% | 0.44% | |
| CWT | D | 0.94% | 0.37% | 0.37% | |
| DDOG | A | 0.95% | 0.34% | 0.34% | |
| DOCU | A | 0.33% | 0.44% | 0.33% | |
| EPC | D | 0.26% | 0.29% | 0.26% | |
| EXAS | D | 0.21% | 0.24% | 0.21% | |
| GIII | D | 0.23% | 0.34% | 0.23% | |
| HAE | C | 0.29% | 0.35% | 0.29% | |
| MATX | C | 0.5% | 0.48% | 0.48% | |
| NTAP | C | 0.93% | 0.37% | 0.37% | |
| NYT | C | 0.22% | 0.41% | 0.22% | |
| OKTA | C | 0.33% | 0.24% | 0.24% | |
| OMC | C | 0.31% | 0.35% | 0.31% | |
| PODD | C | 1.04% | 0.51% | 0.51% | |
| PRI | A | 0.48% | 0.38% | 0.38% | |
| RMBS | C | 0.71% | 0.28% | 0.28% | |
| RMD | C | 0.46% | 0.38% | 0.38% | |
| ROST | C | 0.32% | 0.31% | 0.31% | |
| TTWO | A | 0.62% | 0.4% | 0.4% | |
| TWLO | A | 0.56% | 0.53% | 0.53% | |
| VCYT | B | 0.36% | 0.58% | 0.36% | |
| VRSK | A | 0.21% | 0.4% | 0.21% | |
| WTS | B | 0.59% | 0.32% | 0.32% | |
| ZM | B | 0.21% | 0.42% | 0.21% |
SMIZ Overweight 174 Positions Relative to ETHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | 1.8% | |
| BRBR | A | 1.22% | |
| SLVM | B | 1.1% | |
| PRA | C | 1.08% | |
| MCY | A | 1.06% | |
| NTRS | A | 1.06% | |
| ADMA | B | 1.03% | |
| COFS | A | 0.96% | |
| KW | B | 0.95% | |
| MUSA | A | 0.95% | |
| SNV | B | 0.95% | |
| FISI | A | 0.91% | |
| LNG | B | 0.9% | |
| RYAN | B | 0.88% | |
| FLS | B | 0.88% | |
| PRM | C | 0.88% | |
| FULT | A | 0.88% | |
| LRN | A | 0.86% | |
| MCK | B | 0.84% | |
| WMB | A | 0.83% | |
| TROW | B | 0.81% | |
| GWRE | A | 0.8% | |
| ALX | D | 0.8% | |
| TOL | B | 0.77% | |
| SEIC | B | 0.77% | |
| CBAN | B | 0.76% | |
| ICUI | D | 0.75% | |
| NRIM | A | 0.75% | |
| IBKR | A | 0.73% | |
| TMHC | B | 0.72% | |
| CEG | D | 0.71% | |
| NI | A | 0.7% | |
| AYI | B | 0.69% | |
| HHH | B | 0.68% | |
| SOFI | A | 0.67% | |
| PK | B | 0.66% | |
| RCL | A | 0.66% | |
| FIX | A | 0.65% | |
| CHCO | B | 0.64% | |
| YEXT | A | 0.63% | |
| IR | B | 0.62% | |
| HQY | B | 0.62% | |
| CINF | A | 0.62% | |
| MEDP | D | 0.62% | |
| OHI | C | 0.61% | |
| VMI | B | 0.61% | |
| BSRR | B | 0.61% | |
| IFF | D | 0.58% | |
| EIX | B | 0.57% | |
| HIG | B | 0.57% | |
| COIN | C | 0.57% | |
| HUBB | B | 0.57% | |
| GLW | B | 0.57% | |
| BMRC | B | 0.57% | |
| VECO | F | 0.56% | |
| UAL | A | 0.56% | |
| JHG | A | 0.55% | |
| ANF | C | 0.55% | |
| VAL | D | 0.55% | |
| APH | A | 0.54% | |
| KREF | D | 0.54% | |
| NCLH | B | 0.54% | |
| PHM | D | 0.53% | |
| ALRS | D | 0.53% | |
| FLR | B | 0.51% | |
| ALTR | B | 0.51% | |
| MASI | A | 0.5% | |
| WING | D | 0.5% | |
| UNM | A | 0.5% | |
| WEAV | B | 0.48% | |
| ARVN | D | 0.48% | |
| ZBRA | B | 0.48% | |
| SPT | C | 0.47% | |
| IRDM | D | 0.47% | |
| MHO | D | 0.46% | |
| PKG | A | 0.46% | |
| PSTL | D | 0.45% | |
| ITT | A | 0.44% | |
| NWPX | A | 0.44% | |
| CMTG | F | 0.43% | |
| WAB | B | 0.43% | |
| TAP | C | 0.42% | |
| DX | B | 0.42% | |
| JANX | C | 0.42% | |
| SIRI | C | 0.42% | |
| AOSL | C | 0.42% | |
| CHRW | C | 0.42% | |
| DUOL | A | 0.42% | |
| LDOS | C | 0.41% | |
| ICFI | F | 0.4% | |
| GTLB | B | 0.4% | |
| POWL | C | 0.4% | |
| CSR | B | 0.39% | |
| UIS | B | 0.39% | |
| EXPD | D | 0.38% | |
| BTU | B | 0.38% | |
| BAH | F | 0.38% | |
| CSL | C | 0.38% | |
| CRS | A | 0.38% | |
| TXT | D | 0.38% | |
| HOLX | D | 0.37% | |
| KRYS | B | 0.37% | |
| HY | D | 0.37% | |
| HCAT | D | 0.36% | |
| KBH | D | 0.36% | |
| APPF | B | 0.36% | |
| DRI | B | 0.35% | |
| CBOE | B | 0.35% | |
| KKR | A | 0.35% | |
| ILMN | D | 0.35% | |
| TRU | D | 0.34% | |
| URBN | C | 0.34% | |
| GRBK | D | 0.34% | |
| THC | D | 0.34% | |
| SPSC | C | 0.34% | |
| FTNT | C | 0.33% | |
| UI | A | 0.33% | |
| GAP | C | 0.33% | |
| QLYS | C | 0.32% | |
| CCS | D | 0.31% | |
| ACGL | D | 0.31% | |
| RDFN | D | 0.3% | |
| RIOT | C | 0.3% | |
| HSTM | B | 0.3% | |
| COOP | B | 0.29% | |
| RBB | B | 0.28% | |
| LHX | C | 0.28% | |
| UHS | D | 0.27% | |
| FSLY | D | 0.26% | |
| EVTC | B | 0.26% | |
| ADUS | D | 0.26% | |
| MTG | C | 0.26% | |
| GNTY | A | 0.25% | |
| HRB | D | 0.25% | |
| PCVX | D | 0.24% | |
| AZEK | A | 0.24% | |
| MSGS | A | 0.23% | |
| EVER | F | 0.23% | |
| INSP | D | 0.23% | |
| HL | D | 0.22% | |
| WASH | C | 0.22% | |
| IRM | D | 0.22% | |
| KMPR | B | 0.22% | |
| AIZ | A | 0.22% | |
| PAHC | C | 0.22% | |
| SN | D | 0.19% | |
| STNE | F | 0.18% | |
| AXS | A | 0.18% | |
| TMDX | F | 0.17% | |
| MKC | D | 0.17% | |
| PHR | F | 0.16% | |
| OMCL | C | 0.16% | |
| AFL | B | 0.15% | |
| AEO | F | 0.13% | |
| STKS | F | 0.12% | |
| COUR | F | 0.12% | |
| HRTX | F | 0.09% | |
| RUN | F | 0.07% | |
| SPCE | D | 0.04% | |
| VST | B | 0.01% | |
| ZUO | B | 0.01% | |
| AXTA | A | 0.01% | |
| NPAB | B | 0.01% | |
| ENR | B | 0.01% | |
| DFH | D | 0.0% | |
| CWCO | C | 0.0% | |
| CPF | A | 0.0% | |
| POST | C | 0.0% | |
| OPCH | D | 0.0% | |
| PARR | D | 0.0% | |
| WMS | D | 0.0% | |
| MGM | D | 0.0% | |
| TSN | B | 0.0% | |
| ALKS | B | 0.0% |
SMIZ Underweight 253 Positions Relative to ETHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | A | -0.73% | |
| AGIO | C | -0.65% | |
| TSLA | B | -0.61% | |
| LITE | B | -0.6% | |
| ALNY | D | -0.57% | |
| FTDR | A | -0.56% | |
| UTHR | C | -0.56% | |
| IDCC | A | -0.56% | |
| SASR | B | -0.55% | |
| HLNE | B | -0.55% | |
| PIPR | B | -0.54% | |
| COLB | A | -0.53% | |
| NVDA | C | -0.52% | |
| GDDY | A | -0.51% | |
| PLNT | A | -0.5% | |
| GKOS | B | -0.49% | |
| AAON | B | -0.49% | |
| PTGX | C | -0.48% | |
| CAC | B | -0.48% | |
| TMUS | B | -0.48% | |
| EXEL | B | -0.48% | |
| EXTR | B | -0.47% | |
| SMAR | A | -0.47% | |
| BKU | A | -0.47% | |
| CPRX | C | -0.46% | |
| BKNG | A | -0.45% | |
| CAKE | C | -0.44% | |
| LQDT | B | -0.44% | |
| NFLX | A | -0.44% | |
| NOW | A | -0.44% | |
| FFBC | A | -0.43% | |
| CNS | B | -0.43% | |
| FHN | A | -0.43% | |
| MOD | A | -0.43% | |
| DFS | B | -0.43% | |
| MMSI | B | -0.43% | |
| ASB | B | -0.42% | |
| BRC | D | -0.42% | |
| INGR | B | -0.42% | |
| CMA | A | -0.42% | |
| FFIV | B | -0.42% | |
| PYPL | B | -0.42% | |
| AAPL | C | -0.42% | |
| HWC | B | -0.42% | |
| EPRT | B | -0.41% | |
| FIBK | A | -0.41% | |
| AXP | A | -0.41% | |
| BOH | B | -0.41% | |
| TGNA | B | -0.41% | |
| BOKF | B | -0.41% | |
| LII | A | -0.41% | |
| WTFC | A | -0.41% | |
| AAT | B | -0.41% | |
| MSEX | B | -0.41% | |
| HBAN | A | -0.41% | |
| BOX | B | -0.4% | |
| EA | A | -0.4% | |
| KEY | B | -0.4% | |
| HNI | B | -0.4% | |
| LAD | A | -0.4% | |
| AWR | B | -0.39% | |
| URI | B | -0.39% | |
| TXN | C | -0.39% | |
| LPLA | A | -0.39% | |
| PPBI | B | -0.39% | |
| WBS | A | -0.39% | |
| AJG | B | -0.39% | |
| TJX | A | -0.39% | |
| CSCO | B | -0.39% | |
| ADSK | A | -0.39% | |
| PAYX | C | -0.39% | |
| ATEN | B | -0.39% | |
| BE | B | -0.39% | |
| ATR | B | -0.39% | |
| AUB | B | -0.39% | |
| NTNX | A | -0.38% | |
| SSNC | B | -0.38% | |
| DAY | B | -0.38% | |
| RUSHA | C | -0.38% | |
| DEA | D | -0.38% | |
| ITGR | B | -0.38% | |
| NMIH | D | -0.38% | |
| VRTX | F | -0.38% | |
| GWW | B | -0.38% | |
| CTS | C | -0.38% | |
| ATRC | C | -0.38% | |
| TRMB | B | -0.37% | |
| BUSE | B | -0.37% | |
| REZI | A | -0.37% | |
| CRM | B | -0.37% | |
| DECK | A | -0.37% | |
| ESI | A | -0.37% | |
| PFGC | B | -0.37% | |
| PAYC | B | -0.37% | |
| BCPC | B | -0.37% | |
| LZB | B | -0.37% | |
| DBX | B | -0.37% | |
| BURL | A | -0.37% | |
| JBT | B | -0.37% | |
| DT | C | -0.37% | |
| IT | C | -0.37% | |
| CARS | B | -0.36% | |
| INFN | C | -0.36% | |
| OMF | A | -0.36% | |
| BERY | B | -0.36% | |
| V | A | -0.36% | |
| HUBS | A | -0.36% | |
| SCSC | B | -0.36% | |
| VOYA | B | -0.36% | |
| RL | B | -0.36% | |
| ABG | B | -0.36% | |
| PFSI | D | -0.36% | |
| AMGN | D | -0.35% | |
| TPH | D | -0.35% | |
| ADI | D | -0.35% | |
| CSGS | B | -0.35% | |
| MA | C | -0.35% | |
| INTU | C | -0.35% | |
| MSCI | C | -0.35% | |
| ZS | C | -0.35% | |
| NTCT | C | -0.34% | |
| COLM | B | -0.34% | |
| KR | B | -0.34% | |
| LFUS | F | -0.34% | |
| RARE | D | -0.34% | |
| ZTS | D | -0.34% | |
| SHOO | D | -0.34% | |
| YETI | C | -0.34% | |
| ADBE | C | -0.34% | |
| PEN | B | -0.34% | |
| PINC | B | -0.34% | |
| GEF | A | -0.34% | |
| OZK | B | -0.34% | |
| VEEV | C | -0.33% | |
| JKHY | D | -0.33% | |
| MSFT | F | -0.33% | |
| WDAY | B | -0.33% | |
| MTH | D | -0.33% | |
| ITW | B | -0.33% | |
| VZ | C | -0.33% | |
| XHR | B | -0.33% | |
| FELE | B | -0.33% | |
| PTC | A | -0.33% | |
| CMG | B | -0.33% | |
| CHD | B | -0.33% | |
| WRB | A | -0.33% | |
| SCS | C | -0.33% | |
| AMTB | B | -0.33% | |
| KMB | D | -0.33% | |
| NOVT | D | -0.32% | |
| BZH | B | -0.32% | |
| VRSN | F | -0.32% | |
| TTGT | C | -0.32% | |
| CGNX | C | -0.32% | |
| KRO | D | -0.32% | |
| RHI | B | -0.32% | |
| HASI | D | -0.32% | |
| PFE | D | -0.32% | |
| ROK | B | -0.32% | |
| CDNS | B | -0.32% | |
| ANSS | B | -0.32% | |
| APLE | B | -0.32% | |
| RHP | B | -0.32% | |
| OLED | D | -0.32% | |
| TER | D | -0.31% | |
| NDSN | B | -0.31% | |
| LCII | C | -0.31% | |
| QCOM | F | -0.31% | |
| SHO | C | -0.31% | |
| PARA | C | -0.31% | |
| SYY | B | -0.31% | |
| VVV | F | -0.31% | |
| XYL | D | -0.31% | |
| PSTG | D | -0.31% | |
| ESNT | D | -0.31% | |
| FC | F | -0.31% | |
| BL | B | -0.31% | |
| THR | B | -0.3% | |
| MSA | D | -0.3% | |
| SIGI | C | -0.3% | |
| KLAC | D | -0.3% | |
| CASS | B | -0.3% | |
| POWI | D | -0.29% | |
| AMAT | F | -0.29% | |
| MPWR | F | -0.29% | |
| EPAM | C | -0.29% | |
| PLD | D | -0.29% | |
| ALLY | C | -0.29% | |
| NBIX | C | -0.29% | |
| IPG | D | -0.29% | |
| ALG | B | -0.28% | |
| GPN | B | -0.28% | |
| VAC | B | -0.28% | |
| ELAN | D | -0.28% | |
| IONS | F | -0.28% | |
| ROG | D | -0.28% | |
| SITE | D | -0.27% | |
| MDB | C | -0.27% | |
| MYRG | B | -0.27% | |
| MKSI | C | -0.27% | |
| REXR | F | -0.27% | |
| IPGP | D | -0.27% | |
| USNA | C | -0.27% | |
| GNTX | C | -0.27% | |
| SCL | C | -0.27% | |
| LEVI | F | -0.27% | |
| FND | C | -0.26% | |
| IDXX | F | -0.26% | |
| MXL | C | -0.26% | |
| CYTK | F | -0.26% | |
| AMKR | D | -0.26% | |
| THS | D | -0.26% | |
| AOS | F | -0.26% | |
| RGEN | D | -0.26% | |
| THRM | D | -0.25% | |
| LRCX | F | -0.25% | |
| AMD | F | -0.25% | |
| COHU | C | -0.25% | |
| ETSY | D | -0.25% | |
| CDW | F | -0.24% | |
| TREX | C | -0.24% | |
| TPIC | F | -0.24% | |
| IRBT | F | -0.24% | |
| DENN | D | -0.24% | |
| MRK | F | -0.24% | |
| ENTG | D | -0.24% | |
| ARWR | F | -0.24% | |
| EW | C | -0.23% | |
| MOV | C | -0.23% | |
| HVT | D | -0.22% | |
| LEA | D | -0.22% | |
| CROX | D | -0.22% | |
| CRI | D | -0.21% | |
| LSCC | D | -0.21% | |
| HPP | F | -0.21% | |
| EB | C | -0.21% | |
| COTY | F | -0.2% | |
| KELYA | F | -0.2% | |
| PLUG | F | -0.19% | |
| BRKR | D | -0.19% | |
| NOVA | F | -0.18% | |
| HELE | C | -0.18% | |
| PCRX | C | -0.18% | |
| W | F | -0.18% | |
| DXCM | D | -0.17% | |
| ATKR | C | -0.16% | |
| ENPH | F | -0.16% | |
| AMN | F | -0.13% | |
| MRNA | F | -0.13% | |
| EDIT | F | -0.13% | |
| EL | F | -0.13% | |
| NVRO | F | -0.1% | |
| CHGG | D | -0.07% |
SMIZ: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Biotechnology
Residential Construction
Diversified Industrials
Software - Infrastructure
Apparel Stores
Asset Management
Business Services
Electronic Components
Health Information Services
Medical Instruments & Supplies
Insurance - Diversified
Insurance - Property & Casualty
Medical Care
Diagnostics & Research
Engineering & Construction
Insurance - Life
Medical Devices
Metal Fabrication
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
Compare ETFs
