DFNL vs. PABD ETF Comparison
Comparison of Davis Select Financial ETF (DFNL) to iShares Paris-Aligned Climate MSCI World ex USA ETF (PABD)
DFNL
Davis Select Financial ETF
DFNL Description
The investment seeks long-term growth of capital. The fund's investment adviser, uses the Davis Investment Discipline to invest, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in securities issued by companies principally engaged in the financial services sector. The fund's portfolio, generally, contains between 15 and 35 companies. It invests, principally, in common stocks. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets. It is non-diversified.
Grade (RS Rating)
Last Trade
$40.34
Average Daily Volume
8,801
21
PABD
iShares Paris-Aligned Climate MSCI World ex USA ETF
PABD Description
The index is composed of large- and mid-cap developed market equities, excluding the U.S., that are selected and weighted so that, in the aggregate, the portfolio is compatible with the objectives of the Paris Agreement by following a decarbonization trajectory, reducing exposure to climate-related transition and physical risks and increasing exposure to companies favorably positioned for the transition to a low-carbon economy. The fund generally will invest at least 90% of its assets in the component securities of its index.Grade (RS Rating)
Last Trade
$52.72
Average Daily Volume
244
4
Performance
Period | DFNL | PABD |
---|---|---|
30 Days | 4.94% | -5.53% |
60 Days | 7.99% | -5.88% |
90 Days | 11.76% | -4.24% |
12 Months | 41.86% |
0 Overlapping Holdings
Symbol | Grade | Weight in DFNL | Weight in PABD | Overlap |
---|
DFNL Overweight 21 Positions Relative to PABD
DFNL: Top Represented Industries & Keywords
PABD: Top Represented Industries & Keywords