ESGX vs. BSMC ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Brandes U.S. Small-Mid Cap Value ETF (BSMC)
ESGX
Tuttle Capital Shareholders First Index ETF
ESGX Description
ESGX invests in US-listed companies determined to have high shareholder value, unencumbered by ESG restrictions, such as political stances or conforming to a greater social goal of stakeholder capitalism. Using a proprietary methodology, the fund assigns stocks with shareholder value creation and financial metric scores. The shareholder value creation score considers information on corporate donations, advocacy, activities, and policies gathered from different data sources. The financial metrics score separately calculates a securitys one-year and five-year price performance, closing price, cash, revenue, debt-to-equity ratio, average dividend yield, profit margin, and market capitalization. Companies are ranked according to the highest shareholder value creation and financial metric scores. The fund selects and weights 50 companies from the resulting sets of filtered companies. The index is rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$26.60
Average Daily Volume
96
49
BSMC
Brandes U.S. Small-Mid Cap Value ETF
BSMC Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies with small- and mid-market capitalizations (market value of publicly traded equity securities).Grade (RS Rating)
Last Trade
$32.39
Average Daily Volume
9,147
64
Performance
| Period | ESGX | BSMC |
|---|---|---|
| 30 Days | 5.64% | 6.32% |
| 60 Days | 4.22% | 4.17% |
| 90 Days | 5.59% | |
| 12 Months | 25.12% |
ESGX Overweight 46 Positions Relative to BSMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | B | 2.58% | |
| VTRS | B | 2.48% | |
| GEF | B | 2.36% | |
| TYL | A | 2.36% | |
| RLI | A | 2.35% | |
| WST | C | 2.33% | |
| NWS | B | 2.33% | |
| EVRG | A | 2.28% | |
| VNO | B | 2.27% | |
| SLGN | A | 2.22% | |
| TPX | A | 2.21% | |
| JBHT | C | 2.21% | |
| PNR | B | 2.17% | |
| VRSN | F | 2.14% | |
| KIM | A | 2.11% | |
| SYY | C | 2.11% | |
| PNW | B | 2.09% | |
| KEYS | B | 2.08% | |
| IBOC | B | 2.06% | |
| EHC | B | 2.06% | |
| DXCM | C | 2.04% | |
| TDY | B | 2.03% | |
| DCI | A | 2.01% | |
| SYNA | C | 2.0% | |
| ROL | B | 2.0% | |
| MANH | C | 1.92% | |
| CNP | A | 1.91% | |
| FRT | A | 1.91% | |
| HST | C | 1.89% | |
| RVTY | D | 1.88% | |
| MAA | B | 1.86% | |
| POOL | C | 1.84% | |
| LKQ | D | 1.82% | |
| SWKS | F | 1.8% | |
| O | D | 1.79% | |
| POST | B | 1.78% | |
| STE | F | 1.75% | |
| GPC | D | 1.71% | |
| WEX | F | 1.7% | |
| MCHP | F | 1.69% | |
| KNSL | B | 1.69% | |
| EGP | D | 1.68% | |
| LNTH | D | 1.63% | |
| BCO | D | 1.53% | |
| HII | F | 1.42% | |
| ENPH | F | 1.1% |
ESGX Underweight 61 Positions Relative to BSMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTGR | B | -3.1% | |
| DOX | D | -2.93% | |
| PINC | B | -2.78% | |
| ERJ | B | -2.71% | |
| EPC | D | -2.39% | |
| TAP | C | -2.2% | |
| DGX | B | -2.14% | |
| CFG | B | -2.13% | |
| IPGP | D | -2.05% | |
| HCSG | B | -1.97% | |
| MD | C | -1.92% | |
| NPK | B | -1.9% | |
| UNF | B | -1.88% | |
| IFF | D | -1.79% | |
| EQC | B | -1.76% | |
| IPG | C | -1.74% | |
| INGR | B | -1.69% | |
| TXT | D | -1.68% | |
| OMF | A | -1.67% | |
| KMT | B | -1.64% | |
| MOG.A | B | -1.57% | |
| IMKTA | C | -1.53% | |
| GRFS | C | -1.49% | |
| PAHC | C | -1.49% | |
| ELAN | F | -1.46% | |
| UTHR | C | -1.33% | |
| SMG | C | -1.25% | |
| XRAY | F | -1.2% | |
| WTW | B | -1.18% | |
| PBH | B | -1.15% | |
| STT | A | -1.15% | |
| ORI | A | -1.14% | |
| WHR | B | -1.14% | |
| SHC | F | -1.1% | |
| PHG | D | -1.09% | |
| KNX | B | -1.06% | |
| FTRE | C | -1.05% | |
| LEVI | F | -1.04% | |
| OGN | F | -1.03% | |
| WKC | D | -1.01% | |
| SEB | F | -0.99% | |
| SON | D | -0.98% | |
| SXT | B | -0.98% | |
| SCHL | D | -0.96% | |
| WTM | A | -0.92% | |
| ARLO | C | -0.92% | |
| LANC | C | -0.89% | |
| WMK | B | -0.89% | |
| CPB | D | -0.88% | |
| CNA | B | -0.86% | |
| AVT | C | -0.86% | |
| SEE | C | -0.85% | |
| HSIC | B | -0.81% | |
| ZBH | C | -0.8% | |
| SKX | D | -0.77% | |
| ARW | D | -0.73% | |
| KELYA | F | -0.61% | |
| AGCO | D | -0.52% | |
| TKR | D | -0.5% | |
| LSTR | B | -0.4% | |
| HTLD | C | -0.34% |
ESGX: Top Represented Industries & Keywords
BSMC: Top Represented Industries & Keywords
Compare ETFs
