EMSF vs. BEEZ ETF Comparison
Comparison of Matthews Emerging Markets Sustainable Future Active ETF (EMSF) to Honeytree U.S. Equity ETF (BEEZ)
EMSF
Matthews Emerging Markets Sustainable Future Active ETF
EMSF Description
EMSF actively invests in common and preferred stocks of companies in emerging markets, including countries that may be considered frontier. While the fund has an all-cap exposure, it expects to invest substantially in smaller companies. The fund looks for sustainable growth based on fundamental characteristics such as balance sheet information, size, cash flow stability, and financial health. It also applies various ESG standards, using third-party data and the adviser's proprietary research, to identify investments that potentially contribute to a sustainable future by addressing global environmental and social challenges. The fund also employs exclusionary ESG screens, which avoid controversial businesses such as tobacco, weapons, and fossil fuels. The fund may engage its portfolio companies on sustainability and governance matters through active dialogue, exercising shareholder rights, and encouraging enhanced ESG disclosure.
Grade (RS Rating)
Last Trade
$27.03
Average Daily Volume
2,753
6
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
$31.92
Average Daily Volume
606
25
Performance
| Period | EMSF | BEEZ |
|---|---|---|
| 30 Days | -7.39% | -1.58% |
| 60 Days | 3.44% | 1.08% |
| 90 Days | 9.12% | 6.03% |
| 12 Months | 10.28% |
1 Overlapping Holdings
| Symbol | Grade | Weight in EMSF | Weight in BEEZ | Overlap | |
|---|---|---|---|---|---|
| LRCX | F | 1.25% | 3.61% | 1.25% |
EMSF Underweight 24 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| OLED | F | -4.69% | |
| NOW | A | -4.43% | |
| FAST | A | -4.3% | |
| ATR | A | -4.28% | |
| ACN | C | -4.22% | |
| EQIX | B | -4.2% | |
| HD | B | -4.19% | |
| APD | B | -4.11% | |
| MA | B | -4.11% | |
| CMI | B | -4.09% | |
| MAS | D | -4.09% | |
| EW | D | -4.04% | |
| TXN | A | -4.03% | |
| V | A | -3.99% | |
| COST | D | -3.96% | |
| ITW | A | -3.93% | |
| WTS | D | -3.9% | |
| SHW | D | -3.85% | |
| TSCO | D | -3.8% | |
| INTU | D | -3.67% | |
| ZTS | D | -3.55% | |
| A | D | -3.54% | |
| AMT | D | -3.4% | |
| TMO | D | -3.37% |
EMSF: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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