ESGA vs. USMC ETF Comparison
Comparison of American Century Sustainable Equity ETF (ESGA) to Principal U.S. Mega-Cap ETF (USMC)
ESGA
American Century Sustainable Equity ETF
ESGA Description
The investment seeks long-term capital growth. 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 value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.
Grade (RS Rating)
Last Trade
$70.14
Average Daily Volume
18,044
98
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.Grade (RS Rating)
Last Trade
$57.09
Average Daily Volume
44,550
25
Performance
| Period | ESGA | USMC |
|---|---|---|
| 30 Days | 3.68% | 3.99% |
| 60 Days | 10.21% | 11.94% |
| 90 Days | 2.21% | 3.47% |
| 12 Months | 32.87% | 34.84% |
20 Overlapping Holdings
| Symbol | Grade | Weight in ESGA | Weight in USMC | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.42% | 6.83% | 6.42% | |
| ABBV | C | 1.27% | 3.15% | 1.27% | |
| AMD | C | 1.33% | 2.72% | 1.33% | |
| AMZN | C | 3.61% | 3.58% | 3.58% | |
| AVGO | B | 0.75% | 3.9% | 0.75% | |
| BAC | B | 0.94% | 2.7% | 0.94% | |
| COST | C | 0.8% | 2.81% | 0.8% | |
| GOOGL | B | 4.55% | 3.92% | 3.92% | |
| HD | A | 1.48% | 3.27% | 1.48% | |
| JPM | C | 1.66% | 4.46% | 1.66% | |
| LLY | D | 1.06% | 2.75% | 1.06% | |
| MA | A | 0.83% | 4.68% | 0.83% | |
| META | A | 2.4% | 4.74% | 2.4% | |
| MRK | F | 0.99% | 2.48% | 0.99% | |
| MSFT | D | 8.71% | 6.68% | 6.68% | |
| NVDA | B | 7.04% | 4.53% | 4.53% | |
| PG | D | 0.83% | 4.56% | 0.83% | |
| TSLA | C | 0.76% | 2.81% | 0.76% | |
| UNH | B | 1.8% | 4.27% | 1.8% | |
| V | B | 1.59% | 4.5% | 1.59% |
ESGA Overweight 78 Positions Relative to USMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | C | 1.48% | |
| PLD | D | 1.34% | |
| MS | A | 1.24% | |
| COP | D | 1.23% | |
| DHR | D | 1.19% | |
| ACN | B | 1.14% | |
| SLB | D | 1.1% | |
| EOG | B | 1.09% | |
| PEP | F | 1.09% | |
| LIN | C | 1.07% | |
| VZ | C | 1.05% | |
| TJX | D | 1.05% | |
| AMAT | C | 1.05% | |
| ADI | B | 1.05% | |
| SPGI | C | 1.01% | |
| ETN | B | 0.94% | |
| JCI | C | 0.94% | |
| CDNS | D | 0.92% | |
| CI | D | 0.9% | |
| A | B | 0.89% | |
| NVO | F | 0.82% | |
| TMO | D | 0.81% | |
| UNP | F | 0.8% | |
| TGT | C | 0.8% | |
| ZTS | C | 0.76% | |
| SYY | D | 0.76% | |
| RF | B | 0.74% | |
| CSCO | A | 0.73% | |
| HON | C | 0.71% | |
| CMI | A | 0.71% | |
| ECL | C | 0.69% | |
| BLK | A | 0.68% | |
| IBM | A | 0.65% | |
| ISRG | C | 0.64% | |
| PH | A | 0.64% | |
| PGR | B | 0.64% | |
| UPS | D | 0.61% | |
| AXP | A | 0.61% | |
| XYL | C | 0.61% | |
| MMC | D | 0.6% | |
| AMP | A | 0.59% | |
| MDLZ | D | 0.59% | |
| EQIX | C | 0.59% | |
| CDW | D | 0.57% | |
| APTV | D | 0.57% | |
| UBER | C | 0.55% | |
| CRM | B | 0.54% | |
| TSCO | A | 0.52% | |
| WDAY | D | 0.52% | |
| ASML | F | 0.5% | |
| AMGN | D | 0.49% | |
| PRU | B | 0.49% | |
| MET | A | 0.48% | |
| LKQ | F | 0.46% | |
| BALL | C | 0.46% | |
| VRTX | D | 0.43% | |
| ICE | A | 0.43% | |
| CRWD | D | 0.41% | |
| MAS | C | 0.41% | |
| DE | C | 0.4% | |
| DIS | D | 0.4% | |
| KEYS | B | 0.4% | |
| FDX | F | 0.4% | |
| DXCM | F | 0.34% | |
| LMT | A | 0.31% | |
| DECK | B | 0.3% | |
| CMG | C | 0.3% | |
| KMX | F | 0.29% | |
| CL | D | 0.29% | |
| ADBE | F | 0.28% | |
| NOW | B | 0.27% | |
| BMY | A | 0.25% | |
| IDXX | D | 0.23% | |
| ABNB | D | 0.23% | |
| YETI | C | 0.22% | |
| SAIA | D | 0.17% | |
| SQ | D | 0.16% | |
| DT | B | 0.14% |
ESGA: Top Represented Industries & Keywords
USMC: Top Represented Industries & Keywords
Compare ETFs
