BKWO vs. ESGY ETF Comparison

Comparison of BNY Mellon Women's Opportunities ETF (BKWO) to American Century Sustainable Growth ETF (ESGY)
BKWO

BNY Mellon Women's Opportunities ETF

BKWO Description

To pursue its goal, the fund normally invests principally in equity securities of U.S. companies that, in the view of the fund's sub-adviser, demonstrate attractive financial attributes and promote Women's Opportunities. Women's Opportunities is defined as opportunities that enhance the professional development and advancement of women and/or the ability of women to meet their work or other personal life responsibilities and needs, such as those relating to household responsibilities, dependent/elder care responsibilities, and gender-specific healthcare. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$33.97

Average Daily Volume

58

Number of Holdings *

10

* may have additional holdings in another (foreign) market
ESGY

American Century Sustainable Growth ETF

ESGY Description The investment seeks capital appreciation. 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 growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$55.26

Average Daily Volume

949

Number of Holdings *

86

* may have additional holdings in another (foreign) market
Performance
Period BKWO ESGY
30 Days 3.71% 5.56%
60 Days 12.13% 11.68%
90 Days 2.00% -1.49%
12 Months 35.64% 37.78%
9 Overlapping Holdings
Symbol Grade Weight in BKWO Weight in ESGY Overlap
AAPL C 5.07% 11.15% 5.07%
ABBV C 3.15% 0.9% 0.9%
AMZN C 5.68% 5.37% 5.37%
LLY D 2.93% 2.33% 2.33%
MA A 2.82% 1.6% 1.6%
META A 3.44% 3.51% 3.44%
MSFT D 8.21% 14.85% 8.21%
NVDA B 7.78% 11.43% 7.78%
UBER C 2.9% 0.86% 0.86%
BKWO Overweight 1 Positions Relative to ESGY
Symbol Grade Weight
JPM C 3.77%
BKWO Underweight 77 Positions Relative to ESGY
Symbol Grade Weight
GOOGL B -7.38%
V B -3.03%
AVGO B -1.53%
NVO F -1.5%
AMD C -1.5%
AMAT C -1.41%
TSLA C -1.36%
HD A -1.26%
UNH B -1.09%
TJX D -1.02%
CDNS D -1.01%
NOW B -0.95%
PEP F -0.95%
INTU F -0.8%
ASML F -0.79%
TT A -0.77%
IDXX D -0.7%
CRM B -0.7%
WDAY D -0.69%
KO C -0.66%
LIN C -0.63%
VRTX D -0.63%
ACN B -0.6%
HLT A -0.59%
FDX F -0.56%
ADBE F -0.55%
CI D -0.54%
ADP A -0.52%
ZTS C -0.5%
CRWD D -0.49%
APTV D -0.49%
A B -0.47%
PGR B -0.46%
EQIX C -0.43%
UNP F -0.42%
CDW D -0.42%
DECK B -0.41%
ADI B -0.4%
DHR D -0.4%
CMG C -0.39%
SPGI C -0.38%
NFLX A -0.37%
SLB D -0.37%
PANW B -0.36%
ABNB D -0.35%
YETI C -0.34%
SYY D -0.33%
SNOW F -0.32%
KEYS B -0.32%
COST C -0.31%
OKTA F -0.31%
ULTA D -0.31%
SQ D -0.3%
XYL C -0.29%
TGT C -0.29%
DDOG B -0.28%
KMX F -0.27%
UPS D -0.26%
ETN B -0.25%
MDLZ D -0.25%
DT B -0.25%
EBAY A -0.24%
WST D -0.24%
POOL D -0.23%
ELV F -0.21%
SAIA D -0.16%
CPRT B -0.16%
TREX D -0.15%
MDB D -0.14%
PDFS F -0.14%
GWW B -0.14%
CROX C -0.14%
DE C -0.12%
BURL C -0.1%
URI C -0.08%
DXCM F -0.07%
LULU D -0.06%
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