ESGX vs. EBLU ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Ecofin Global Water ESG Fund (EBLU)
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
$26.09
Average Daily Volume
98
49
EBLU
Ecofin Global Water ESG Fund
EBLU Description
The Tortoise Global Water ESG Fund uses a passive management approach and seeks investment results that correspond generally to the price and distribution rate performance of the Tortoise Global Water ESG Net Total Return Index®, which is comprised of companies across the globe and throughout the water cycle that we believe are positioned to benefit from the pursuit of solving the water supply/demand imbalance.Grade (RS Rating)
Last Trade
$50.17
Average Daily Volume
2,235
22
Performance
| Period | ESGX | EBLU |
|---|---|---|
| 30 Days | 3.15% | 4.15% |
| 60 Days | 2.13% | 3.94% |
| 90 Days | 10.77% | |
| 12 Months | 31.90% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ESGX | Weight in EBLU | Overlap | |
|---|---|---|---|---|---|
| PNR | A | 2.19% | 1.51% | 1.51% |
ESGX Overweight 48 Positions Relative to EBLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| GTLS | B | 2.58% | |
| WST | C | 2.51% | |
| TYL | B | 2.4% | |
| VTRS | A | 2.37% | |
| SEIC | B | 2.33% | |
| NWS | B | 2.33% | |
| RLI | B | 2.33% | |
| VNO | B | 2.3% | |
| GEF | A | 2.27% | |
| TPX | B | 2.26% | |
| JBHT | C | 2.24% | |
| EVRG | A | 2.21% | |
| 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 | C | 2.06% | |
| PNW | B | 2.06% | |
| TDY | B | 2.05% | |
| DCI | B | 2.04% | |
| DXCM | D | 2.02% | |
| ROL | B | 2.02% | |
| MANH | D | 1.97% | |
| RVTY | F | 1.95% | |
| KEYS | A | 1.92% | |
| FRT | B | 1.91% | |
| LKQ | D | 1.88% | |
| HST | C | 1.88% | |
| MAA | B | 1.85% | |
| STE | F | 1.82% | |
| POOL | C | 1.82% | |
| CNP | B | 1.81% | |
| SWKS | F | 1.81% | |
| O | D | 1.75% | |
| GPC | D | 1.74% | |
| POST | C | 1.73% | |
| WEX | D | 1.7% | |
| MCHP | D | 1.69% | |
| KNSL | B | 1.67% | |
| EGP | F | 1.67% | |
| BCO | D | 1.54% | |
| LNTH | D | 1.52% | |
| HII | D | 1.45% | |
| QRVO | F | 1.19% | |
| ENPH | F | 1.09% |
ESGX Underweight 21 Positions Relative to EBLU
ESGX: Top Represented Industries & Keywords
EBLU: Top Represented Industries & Keywords
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