EMSF vs. CSD ETF Comparison
Comparison of Matthews Emerging Markets Sustainable Future Active ETF (EMSF) to Guggenheim Spin-Off ETF (CSD)
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
$29.31
Average Daily Volume
2,599
2
CSD
Guggenheim Spin-Off ETF
CSD Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Beacon Spin-off Index. The fund invests at least 90% of its assets in common stock, ADRs and MLPs that comprise the index and depositary receipts representing common stocks included in the index. It generally will invest in all of the securities comprising the index in proportion to their weightings in the index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$80.40
Average Daily Volume
916
24
Performance
| Period | EMSF | CSD |
|---|---|---|
| 30 Days | 14.61% | 7.87% |
| 60 Days | 20.38% | 16.86% |
| 90 Days | 10.01% | 15.94% |
| 12 Months | 18.27% | 48.24% |
0 Overlapping Holdings
| Symbol | Grade | Weight in EMSF | Weight in CSD | Overlap |
|---|
EMSF Underweight 24 Positions Relative to CSD
| Symbol | Grade | Weight | |
|---|---|---|---|
| CEG | A | -9.35% | |
| GEV | A | -8.36% | |
| GEHC | C | -7.28% | |
| VLTO | A | -7.1% | |
| SOLV | C | -5.35% | |
| CR | A | -4.62% | |
| ESAB | C | -4.62% | |
| GXO | D | -4.48% | |
| UHAL | C | -4.44% | |
| DTM | A | -4.39% | |
| KNF | B | -4.37% | |
| KD | D | -4.15% | |
| OGN | F | -3.87% | |
| VNT | F | -3.65% | |
| RXO | D | -3.37% | |
| NATL | D | -2.38% | |
| PHIN | D | -2.15% | |
| CNXC | F | -2.1% | |
| VSTS | D | -2.06% | |
| VSCO | C | -2.02% | |
| FTRE | F | -1.97% | |
| VMEO | C | -1.03% | |
| EMBC | F | -0.92% | |
| CCSI | C | -0.35% |
EMSF: Top Represented Industries & Keywords
CSD: Top Represented Industries & Keywords
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