ESGX vs. MGRO ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO)
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
MGRO
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF
MGRO Description
The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.Grade (RS Rating)
Last Trade
$31.38
Average Daily Volume
272
38
Performance
Period | ESGX | MGRO |
---|---|---|
30 Days | 3.15% | 1.52% |
60 Days | 2.13% | 1.88% |
90 Days | 3.64% | |
12 Months |
ESGX Overweight 44 Positions Relative to MGRO
Symbol | Grade | Weight | |
---|---|---|---|
GTLS | B | 2.58% | |
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% | |
PNR | A | 2.19% | |
SLGN | A | 2.17% | |
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% | |
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% | |
QRVO | F | 1.19% | |
ENPH | F | 1.09% |
ESGX Underweight 33 Positions Relative to MGRO
Symbol | Grade | Weight | |
---|---|---|---|
CRM | B | -5.64% | |
ADSK | A | -5.29% | |
TRU | D | -4.84% | |
AMZN | C | -4.66% | |
ROK | B | -4.63% | |
VEEV | C | -4.61% | |
ADBE | C | -4.28% | |
A | D | -3.97% | |
FTNT | C | -3.14% | |
MKTX | D | -3.08% | |
EL | F | -2.78% | |
ALLE | D | -2.68% | |
OTIS | C | -2.62% | |
IEX | B | -2.47% | |
GOOGL | C | -2.28% | |
WDAY | B | -2.26% | |
EFX | F | -2.18% | |
STZ | D | -2.16% | |
MSFT | F | -2.14% | |
ZBH | C | -2.13% | |
YUM | B | -2.01% | |
CTVA | C | -2.0% | |
CLX | B | -1.66% | |
WAT | B | -1.61% | |
DIS | B | -1.4% | |
ETSY | D | -1.06% | |
GEHC | F | -0.91% | |
BIO | D | -0.86% | |
NKE | D | -0.85% | |
TER | D | -0.83% | |
LRCX | F | -0.82% | |
ICE | C | -0.44% | |
TMO | F | -0.26% |
ESGX: Top Represented Industries & Keywords
MGRO: Top Represented Industries & Keywords