ESGX vs. CSB ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF (CSB)
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
$25.31
Average Daily Volume
103
49
CSB
Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF
CSB Description
CSB's take on the US small-cap space mirrors that of its large-cap sibling, CDL. To qualify for this fund, a company must be among the 500 largest US companies under 3 billion USD in market cap and must have positive earnings for the four most recent quarters. The index selects the 100 highest dividend-yielding stocks from this group and weights them by inverse volatility, giving overweight to low-vol stocks. The index applies 20% country cap and 25% sector cap with semi-annual reconstitution starting each March. The funds closest peers are sibling funds: CSA, which has the same exposure but without the dividend yield screen, and CSF with a cash toggle feature during downturns.Grade (RS Rating)
Last Trade
$61.69
Average Daily Volume
12,388
97
Performance
| Period | ESGX | CSB |
|---|---|---|
| 30 Days | -3.29% | 3.05% |
| 60 Days | -0.71% | 5.08% |
| 90 Days | 9.62% | |
| 12 Months | 25.65% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ESGX | Weight in CSB | Overlap | |
|---|---|---|---|---|---|
| GEF | B | 2.27% | 1.24% | 1.24% |
ESGX Overweight 48 Positions Relative to CSB
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | A | 2.58% | |
| WST | C | 2.51% | |
| TYL | B | 2.4% | |
| VTRS | A | 2.37% | |
| SEIC | A | 2.33% | |
| NWS | B | 2.33% | |
| RLI | A | 2.33% | |
| VNO | C | 2.3% | |
| TPX | A | 2.26% | |
| JBHT | C | 2.24% | |
| EVRG | A | 2.21% | |
| PNR | A | 2.19% | |
| SLGN | A | 2.17% | |
| VRSN | F | 2.16% | |
| SYY | B | 2.14% | |
| IBOC | A | 2.11% | |
| EHC | B | 2.1% | |
| FFIV | B | 2.08% | |
| KIM | A | 2.07% | |
| SYNA | D | 2.06% | |
| PNW | A | 2.06% | |
| TDY | B | 2.05% | |
| DCI | B | 2.04% | |
| DXCM | C | 2.02% | |
| ROL | A | 2.02% | |
| MANH | D | 1.97% | |
| RVTY | D | 1.95% | |
| KEYS | C | 1.92% | |
| FRT | C | 1.91% | |
| LKQ | F | 1.88% | |
| HST | D | 1.88% | |
| MAA | A | 1.85% | |
| STE | D | 1.82% | |
| POOL | D | 1.82% | |
| CNP | A | 1.81% | |
| SWKS | F | 1.81% | |
| O | D | 1.75% | |
| GPC | D | 1.74% | |
| POST | D | 1.73% | |
| WEX | F | 1.7% | |
| MCHP | F | 1.69% | |
| KNSL | B | 1.67% | |
| EGP | D | 1.67% | |
| BCO | F | 1.54% | |
| LNTH | F | 1.52% | |
| HII | F | 1.45% | |
| QRVO | F | 1.19% | |
| ENPH | F | 1.09% |
ESGX Underweight 96 Positions Relative to CSB
| Symbol | Grade | Weight | |
|---|---|---|---|
| DTM | A | -2.05% | |
| IDA | A | -1.7% | |
| FHI | A | -1.67% | |
| SR | A | -1.47% | |
| NJR | A | -1.43% | |
| NFG | A | -1.42% | |
| PNM | B | -1.42% | |
| POR | C | -1.38% | |
| KNTK | A | -1.37% | |
| BKH | A | -1.37% | |
| NWE | C | -1.37% | |
| AWR | A | -1.36% | |
| PINC | B | -1.35% | |
| OGS | A | -1.32% | |
| FLO | D | -1.32% | |
| CALM | A | -1.3% | |
| TGNA | B | -1.28% | |
| WEN | C | -1.28% | |
| FHB | B | -1.22% | |
| AVA | C | -1.22% | |
| KMT | B | -1.2% | |
| SON | D | -1.2% | |
| MSM | D | -1.19% | |
| ENR | A | -1.19% | |
| AVT | C | -1.19% | |
| SWX | A | -1.18% | |
| ASB | B | -1.15% | |
| SXT | C | -1.14% | |
| SJW | F | -1.12% | |
| BANR | A | -1.12% | |
| NWBI | A | -1.12% | |
| HNI | B | -1.09% | |
| WMG | B | -1.09% | |
| APAM | A | -1.08% | |
| FFBC | A | -1.08% | |
| UBSI | A | -1.05% | |
| BOH | B | -1.05% | |
| TNL | A | -1.04% | |
| SNV | B | -1.04% | |
| WU | F | -1.03% | |
| KTB | A | -1.03% | |
| CVBF | A | -1.02% | |
| FRME | A | -1.02% | |
| WKC | D | -1.0% | |
| FULT | A | -0.99% | |
| WSBC | A | -0.99% | |
| MC | B | -0.97% | |
| CAKE | B | -0.96% | |
| AROC | A | -0.96% | |
| SFNC | B | -0.96% | |
| AUB | A | -0.95% | |
| NOG | A | -0.93% | |
| MAN | F | -0.93% | |
| CCOI | B | -0.91% | |
| OTTR | C | -0.91% | |
| INDB | A | -0.91% | |
| SEE | D | -0.89% | |
| LNC | B | -0.89% | |
| NAVI | F | -0.89% | |
| TRN | A | -0.88% | |
| PFS | A | -0.87% | |
| BKE | A | -0.87% | |
| VAC | C | -0.87% | |
| FIBK | A | -0.86% | |
| HP | C | -0.85% | |
| CRI | F | -0.84% | |
| CWEN | C | -0.84% | |
| UPBD | C | -0.84% | |
| OZK | A | -0.81% | |
| UGI | C | -0.81% | |
| IPAR | C | -0.8% | |
| CRGY | A | -0.8% | |
| PDCO | D | -0.79% | |
| HEES | B | -0.78% | |
| CRC | A | -0.78% | |
| INSW | F | -0.77% | |
| COLB | B | -0.76% | |
| AESI | B | -0.75% | |
| NSP | F | -0.74% | |
| CABO | C | -0.72% | |
| STRA | C | -0.72% | |
| VLY | A | -0.71% | |
| LCII | D | -0.68% | |
| AEO | F | -0.66% | |
| PII | F | -0.66% | |
| PTEN | C | -0.65% | |
| PTVE | C | -0.63% | |
| LEVI | F | -0.62% | |
| JWN | C | -0.6% | |
| M | D | -0.59% | |
| CVI | D | -0.58% | |
| MLKN | F | -0.57% | |
| AAP | C | -0.54% | |
| KSS | F | -0.49% | |
| OGN | F | -0.47% | |
| CC | C | -0.45% |
ESGX: Top Represented Industries & Keywords
CSB: Top Represented Industries & Keywords
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