DUSA vs. STNC ETF Comparison
Comparison of Davis Select U.S. Equity ETF (DUSA) to Stance Equity ESG Large Cap Core ETF (STNC)
DUSA
Davis Select U.S. Equity ETF
DUSA Description
The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$41.02
Average Daily Volume
21,932
24
STNC
Stance Equity ESG Large Cap Core ETF
STNC Description
The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.Grade (RS Rating)
Last Trade
$31.11
Average Daily Volume
8,986
33
Performance
Period | DUSA | STNC |
---|---|---|
30 Days | -0.89% | 2.33% |
60 Days | 5.18% | 7.49% |
90 Days | 1.02% | 6.39% |
12 Months | 32.93% | 25.70% |
DUSA Overweight 20 Positions Relative to STNC
DUSA Underweight 29 Positions Relative to STNC
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -4.49% | |
TJX | C | -4.06% | |
REGN | D | -4.01% | |
T | A | -3.97% | |
CMG | C | -3.85% | |
MSFT | D | -3.77% | |
ABBV | A | -3.63% | |
NDAQ | C | -3.49% | |
MCD | A | -3.44% | |
PAYX | A | -3.42% | |
EMR | B | -3.41% | |
AOS | B | -3.35% | |
CSX | D | -3.33% | |
SYY | B | -3.33% | |
MA | A | -3.31% | |
CTSH | B | -3.29% | |
WRB | B | -3.25% | |
TRV | C | -3.13% | |
DIS | D | -2.9% | |
HLT | A | -2.89% | |
SBUX | B | -2.71% | |
ACN | B | -2.44% | |
NKE | D | -1.57% | |
SHW | B | -1.48% | |
CTAS | B | -1.14% | |
NEM | C | -1.13% | |
HD | A | -1.05% | |
C | B | -0.32% | |
AMD | D | -0.29% |
DUSA: Top Represented Industries & Keywords
STNC: Top Represented Industries & Keywords