ESGX vs. SMRI ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Bushido Capital US Equity ETF (SMRI)
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
SMRI
Bushido Capital US Equity ETF
SMRI Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in U.S. listed common stock.Grade (RS Rating)
Last Trade
$32.51
Average Daily Volume
2,506
50
Performance
| Period | ESGX | SMRI |
|---|---|---|
| 30 Days | -3.29% | 4.32% |
| 60 Days | -0.71% | 6.35% |
| 90 Days | 10.42% | |
| 12 Months | 30.93% |
ESGX Overweight 47 Positions Relative to SMRI
| 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% | |
| GEF | B | 2.27% | |
| 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% | |
| 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% | |
| 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 48 Positions Relative to SMRI
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | A | -4.07% | |
| DAL | A | -2.56% | |
| DOCU | B | -2.55% | |
| MCK | A | -2.34% | |
| EXPE | A | -2.33% | |
| SNA | A | -2.33% | |
| VST | A | -2.32% | |
| EPAM | B | -2.28% | |
| BKNG | A | -2.22% | |
| ZM | B | -2.2% | |
| PCAR | B | -2.16% | |
| EME | B | -2.14% | |
| JBL | C | -2.11% | |
| HPE | B | -2.1% | |
| GEN | B | -2.07% | |
| OC | A | -2.07% | |
| CAH | A | -2.04% | |
| CVX | A | -2.04% | |
| PYPL | A | -2.03% | |
| PAYX | B | -2.03% | |
| COR | B | -2.0% | |
| UTHR | C | -2.0% | |
| EG | D | -1.97% | |
| EOG | A | -1.97% | |
| VLO | C | -1.94% | |
| NRG | B | -1.93% | |
| ABNB | C | -1.91% | |
| XOM | A | -1.91% | |
| BWA | B | -1.89% | |
| SLB | C | -1.87% | |
| FANG | C | -1.84% | |
| NUE | D | -1.81% | |
| QCOM | F | -1.81% | |
| MPC | C | -1.79% | |
| NTAP | D | -1.79% | |
| DVN | F | -1.78% | |
| NVR | D | -1.76% | |
| CI | D | -1.71% | |
| LEN | D | -1.71% | |
| BLD | F | -1.68% | |
| BG | D | -1.68% | |
| AMGN | F | -1.68% | |
| PHM | D | -1.68% | |
| MOH | F | -1.64% | |
| WSM | D | -1.59% | |
| MRK | F | -1.58% | |
| CNC | F | -1.46% | |
| ELV | F | -1.43% |
ESGX: Top Represented Industries & Keywords
SMRI: Top Represented Industries & Keywords
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