WBAT vs. ESGA ETF Comparison

Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to American Century Sustainable Equity ETF (ESGA)
WBAT

WisdomTree Battery Value Chain and Innovation Fund

WBAT Description

WisdomTree Battery Value Chain and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of global region. The fund invests in stocks of companies operating across battery and energy storage solutions and innovation sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the WisdomTree Battery Value Chain and Innovation Index, by using representative sampling technique. WisdomTree Battery Value Chain and Innovation Fund is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.69

Average Daily Volume

2,136

Number of Holdings *

21

* may have additional holdings in another (foreign) market
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

$71.75

Average Daily Volume

18,449

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period WBAT ESGA
30 Days 1.17% 0.77%
60 Days 10.57% 2.52%
90 Days 9.01% 3.41%
12 Months -2.76% 26.30%
5 Overlapping Holdings
Symbol Grade Weight in WBAT Weight in ESGA Overlap
ADI D 0.26% 1.01% 0.26%
APTV F 0.53% 0.45% 0.45%
JCI B 1.4% 1.04% 1.04%
LMT D 0.37% 0.37% 0.37%
TSLA B 1.28% 0.96% 0.96%
WBAT Overweight 16 Positions Relative to ESGA
Symbol Grade Weight
BE B 7.65%
JOBY B 4.26%
ENS F 3.38%
CHPT F 3.16%
SQM D 1.62%
QCOM F 0.8%
CAT B 0.57%
F C 0.42%
HMC F 0.42%
TM F 0.39%
GM C 0.37%
MCHP F 0.36%
TDG D 0.36%
MMM D 0.28%
APH A 0.27%
TXN C 0.23%
WBAT Underweight 93 Positions Relative to ESGA
Symbol Grade Weight
MSFT D -7.98%
AAPL C -7.02%
NVDA B -6.6%
GOOGL C -3.94%
AMZN C -3.32%
META D -2.5%
UNH B -1.97%
NEE C -1.74%
HD B -1.66%
JPM A -1.6%
V A -1.49%
PLD F -1.43%
ABBV F -1.29%
AMD F -1.28%
DHR F -1.26%
MS A -1.26%
LLY F -1.21%
SPGI C -1.16%
PEP F -1.12%
LIN C -1.1%
AVGO D -1.08%
COP C -1.08%
EOG A -1.01%
TJX A -1.01%
A D -0.97%
ETN A -0.94%
VZ C -0.93%
SLB C -0.93%
BAC A -0.9%
CI D -0.89%
TMO F -0.86%
ZTS D -0.86%
MA B -0.84%
UNP C -0.83%
RF A -0.83%
PG C -0.83%
MRK D -0.82%
AMAT F -0.81%
CDNS B -0.81%
COST A -0.8%
IBM C -0.8%
CMI A -0.8%
TGT F -0.8%
SYY D -0.79%
BLK B -0.78%
ACN B -0.77%
PH A -0.76%
PGR A -0.75%
MSI B -0.74%
MDLZ F -0.73%
EQIX A -0.71%
ECL D -0.7%
AXP A -0.68%
ISRG A -0.67%
HON C -0.66%
AMP A -0.62%
MMC B -0.61%
UBER F -0.6%
XYL D -0.59%
TSCO D -0.59%
ASML F -0.55%
MET A -0.54%
WDAY B -0.54%
CDW F -0.54%
BALL F -0.5%
CRM B -0.49%
PRU A -0.48%
ICE C -0.47%
UPS C -0.46%
NVO F -0.46%
CSCO B -0.45%
AMGN F -0.44%
LKQ F -0.42%
DE B -0.42%
CMG B -0.41%
VRTX D -0.4%
FDX B -0.39%
DIS B -0.36%
CRWD B -0.34%
URI C -0.31%
SQ A -0.3%
KMX B -0.29%
IDXX F -0.29%
CL D -0.29%
DECK A -0.29%
NOW A -0.29%
YETI D -0.27%
ADBE C -0.24%
DXCM C -0.23%
BMY B -0.22%
ABNB C -0.18%
DT D -0.15%
SAIA B -0.15%
Compare ETFs