BEEZ vs. EFRA ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to iShares Environmental Infrastructure and Industrials ETF (EFRA)
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
$32.83
Average Daily Volume
586
25
EFRA
iShares Environmental Infrastructure and Industrials ETF
EFRA Description
The fund seeks to track the investment results of the index, which has been developed by FTSE International Limited (the "index provider" or "FTSE"). It is non-diversified.Grade (RS Rating)
Last Trade
$32.93
Average Daily Volume
546
17
Performance
| Period | BEEZ | EFRA |
|---|---|---|
| 30 Days | -1.30% | -1.59% |
| 60 Days | 0.44% | -2.04% |
| 90 Days | 4.26% | 1.41% |
| 12 Months | 23.42% | 22.75% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BEEZ | Weight in EFRA | Overlap | |
|---|---|---|---|---|---|
| WTS | B | 4.02% | 2.06% | 2.06% |
BEEZ Overweight 24 Positions Relative to EFRA
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTU | B | 4.17% | |
| HD | C | 4.13% | |
| ACN | B | 4.11% | |
| COST | A | 4.1% | |
| NOW | B | 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% | |
| MA | B | 4.01% | |
| SHW | C | 3.99% | |
| EQIX | A | 3.98% | |
| ITW | B | 3.98% | |
| APD | A | 3.97% | |
| TMO | D | 3.92% | |
| AMT | D | 3.91% | |
| A | F | 3.9% | |
| MAS | D | 3.87% | |
| TSCO | D | 3.86% | |
| TXN | C | 3.78% | |
| LRCX | F | 3.76% | |
| OLED | F | 3.72% |
BEEZ: Top Represented Industries & Keywords
EFRA: Top Represented Industries & Keywords
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