ACES vs. BEEZ ETF Comparison
Comparison of ALPS Clean Energy ETF (ACES) to Honeytree U.S. Equity ETF (BEEZ)
ACES
ALPS Clean Energy ETF
ACES Description
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.84
Average Daily Volume
125,147
28
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.81
Average Daily Volume
601
25
Performance
Period | ACES | BEEZ |
---|---|---|
30 Days | -4.62% | 1.11% |
60 Days | -6.28% | 2.05% |
90 Days | -8.93% | 4.98% |
12 Months | -11.10% | 25.00% |
0 Overlapping Holdings
Symbol | Grade | Weight in ACES | Weight in BEEZ | Overlap |
---|
ACES Overweight 28 Positions Relative to BEEZ
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | 7.71% | |
ALB | B | 6.6% | |
ITRI | C | 6.19% | |
DAR | C | 5.74% | |
ORA | B | 5.4% | |
FSLR | F | 4.32% | |
RIVN | F | 3.95% | |
HASI | D | 3.76% | |
ENPH | F | 2.74% | |
CWEN | C | 2.64% | |
RUN | F | 2.56% | |
LCID | F | 2.35% | |
PLUG | F | 2.01% | |
ANDE | D | 1.85% | |
NEP | F | 1.81% | |
AMSC | B | 1.62% | |
FLNC | D | 1.55% | |
ASPN | F | 1.44% | |
WOLF | F | 1.28% | |
ARRY | F | 1.16% | |
AMRC | F | 1.03% | |
SHLS | F | 1.0% | |
REX | D | 0.89% | |
GPRE | F | 0.85% | |
EOSE | D | 0.61% | |
CLNE | F | 0.59% | |
CHPT | F | 0.54% | |
NOVA | F | 0.5% |
ACES Underweight 25 Positions Relative to BEEZ
Symbol | Grade | Weight | |
---|---|---|---|
INTU | B | -4.17% | |
HD | B | -4.13% | |
ACN | B | -4.11% | |
COST | A | -4.1% | |
NOW | A | -4.09% | |
CMI | A | -4.08% | |
EW | C | -4.07% | |
ZTS | D | -4.05% | |
V | A | -4.04% | |
FAST | B | -4.03% | |
ATR | B | -4.02% | |
WTS | B | -4.02% | |
MA | B | -4.01% | |
SHW | B | -3.99% | |
EQIX | A | -3.98% | |
ITW | B | -3.98% | |
APD | A | -3.97% | |
TMO | F | -3.92% | |
AMT | C | -3.91% | |
A | D | -3.9% | |
MAS | D | -3.87% | |
TSCO | D | -3.86% | |
TXN | C | -3.78% | |
LRCX | F | -3.76% | |
OLED | F | -3.72% |
ACES: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords