ESGY vs. CLSE ETF Comparison

Comparison of American Century Sustainable Growth ETF (ESGY) to Convergence Long/Short Equity ETF (CLSE)
ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.79

Average Daily Volume

1,125

Number of Holdings *

84

* may have additional holdings in another (foreign) market
CLSE

Convergence Long/Short Equity ETF

CLSE Description The investment seeks long-term capital growth. The fund seeks to invest, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in long and short positions in equity securities of domestic companies. The adviser intends to maintain a net long exposure (the market value of long positions minus the market value of short positions) of approximately 50% to 100%. Under normal market conditions, the fund’s long positions may range from approximately 90% to 150% and its short positions may range from approximately 20% to 70%.

Grade (RS Rating)

Last Trade

$24.03

Average Daily Volume

63,181

Number of Holdings *

337

* may have additional holdings in another (foreign) market
Performance
Period ESGY CLSE
30 Days 2.96% 5.67%
60 Days 6.34% 11.61%
90 Days 9.44% 12.50%
12 Months 36.01% 42.33%
25 Overlapping Holdings
Symbol Grade Weight in ESGY Weight in CLSE Overlap
AAPL D 12.07% 1.12% 1.12%
ABBV D 1.01% 1.03% 1.01%
ABNB C 0.29% -0.27% -0.27%
ADBE C 0.57% -0.51% -0.51%
AMZN B 5.06% 2.42% 2.42%
ANET C 0.37% 1.92% 0.37%
AVGO B 1.61% 2.43% 1.61%
DXCM C 0.05% -0.58% -0.58%
EQIX C 0.5% -0.12% -0.12%
GOOGL B 6.79% 3.45% 3.45%
HD B 1.17% 1.12% 1.12%
MDB C 0.16% -0.3% -0.3%
META B 3.97% 3.33% 3.33%
NFLX A 0.58% 0.75% 0.58%
NVDA A 11.47% 4.52% 4.52%
PGR B 0.76% 0.46% 0.46%
POOL D 0.28% -0.58% -0.58%
SAIA B 0.15% -0.22% -0.22%
SQ A 0.55% 0.15% 0.15%
TREX C 0.13% -0.16% -0.16%
TSLA B 1.87% 1.04% 1.04%
UNP D 0.44% 0.53% 0.44%
VRT B 0.55% 0.7% 0.55%
WST C 0.21% -0.57% -0.57%
XYL D 0.28% -0.19% -0.19%
ESGY Overweight 59 Positions Relative to CLSE
Symbol Grade Weight
MSFT C 13.99%
V A 2.6%
LLY D 2.57%
NOW A 1.53%
AMD F 1.49%
MA A 1.49%
AMAT F 1.14%
CDNS B 0.96%
NVO F 0.96%
PEP F 0.96%
TJX B 0.93%
UBER F 0.92%
TT A 0.89%
WDAY B 0.73%
INTU A 0.73%
IDXX D 0.71%
UNH B 0.7%
CRM B 0.68%
LIN D 0.67%
KO F 0.66%
HLT A 0.61%
ASML F 0.6%
ADP A 0.59%
CI D 0.56%
CMG B 0.55%
ZTS F 0.55%
A F 0.53%
VRTX B 0.52%
ADI D 0.5%
FDX B 0.5%
MSI B 0.44%
SPGI D 0.43%
CDW F 0.42%
DECK B 0.41%
CRWD B 0.4%
APTV F 0.39%
SYY B 0.36%
YETI C 0.36%
PANW A 0.35%
TSCO D 0.32%
SLB D 0.32%
ACN C 0.31%
TGT C 0.3%
DT C 0.29%
KMX C 0.28%
EBAY D 0.28%
SNOW C 0.27%
DDOG C 0.25%
ETN A 0.25%
OKTA C 0.24%
ELV F 0.2%
GWW B 0.18%
CPRT B 0.15%
CROX F 0.14%
HUBS A 0.13%
BURL C 0.12%
PD C 0.11%
URI B 0.1%
LULU C 0.07%
ESGY Underweight 312 Positions Relative to CLSE
Symbol Grade Weight
APP A -2.93%
MU C -2.37%
HPE B -1.96%
CVNA B -1.88%
WMT A -1.81%
QCOM F -1.78%
IDCC A -1.51%
ACIW B -1.49%
CVLT B -1.49%
GDDY A -1.41%
DOCU A -1.34%
ORCL A -1.33%
BMY B -1.28%
NTAP C -1.21%
JHG B -1.16%
PYPL B -1.14%
NTNX B -1.13%
GILD B -1.11%
SYF B -1.08%
NTRS A -1.06%
SNEX B -1.06%
HALO B -1.0%
LNG B -0.93%
BFH B -0.91%
PLTR B -0.9%
AMG C -0.9%
PPC B -0.9%
SEIC A -0.89%
AMRX B -0.87%
MLI B -0.87%
JNJ F -0.84%
GVA B -0.84%
IESC B -0.82%
PRIM B -0.82%
GM B -0.82%
CARG A -0.79%
THC B -0.78%
BAC A -0.78%
MO A -0.76%
CAH B -0.76%
EME B -0.76%
DVA C -0.75%
FITB A -0.75%
COR A -0.75%
NRG B -0.74%
STRL B -0.74%
CPNG C -0.73%
WFC B -0.72%
ALNY D -0.71%
UHS D -0.71%
CEIX B -0.71%
AVT C -0.7%
MWA B -0.68%
ZION B -0.68%
RF A -0.67%
MTZ B -0.67%
PNC A -0.67%
APH B -0.67%
ALSN B -0.66%
UMBF B -0.65%
LDOS A -0.64%
JXN B -0.62%
JPM B -0.62%
IBM D -0.62%
MPWR F -0.62%
FTDR B -0.61%
EXPE B -0.6%
YOU C -0.6%
FTI B -0.59%
FLR C -0.58%
CHRW B -0.58%
SLVM C -0.57%
TMUS A -0.56%
XOM B -0.56%
TSN C -0.55%
CACI B -0.55%
RGA A -0.53%
T C -0.53%
VST B -0.52%
MET C -0.51%
GOOG B -0.49%
EXP B -0.48%
PNW B -0.48%
VLO D -0.47%
AVA D -0.46%
MPC D -0.45%
ALL A -0.45%
CNA D -0.44%
GLW B -0.44%
FFIV B -0.44%
PG D -0.44%
SCCO D -0.43%
RMD B -0.43%
PM C -0.42%
LPX A -0.42%
CTRE C -0.42%
UI A -0.38%
SPG B -0.37%
R B -0.37%
BKNG A -0.37%
CF B -0.36%
SR C -0.36%
J B -0.35%
DUOL B -0.34%
OUT C -0.34%
PTON B -0.34%
RGLD C -0.34%
CCL A -0.34%
EQR D -0.34%
NEM F -0.32%
LAMR D -0.31%
CNC F -0.31%
MDT D -0.3%
CVS F -0.29%
IIPR F -0.29%
ATGE B -0.29%
IBP F -0.26%
NVR D -0.25%
TOL B -0.23%
MATX B -0.22%
EEFT C -0.22%
JLL C -0.2%
MUSA B -0.2%
ABM B -0.19%
KR A -0.17%
BAH C -0.17%
MRK F -0.15%
NSA D -0.15%
FN B -0.14%
EXPD F -0.14%
GRMN A -0.13%
VCYT B -0.12%
CINF A -0.12%
PRU B -0.12%
SEE C -0.11%
ANF D -0.11%
NTRA B -0.1%
ILMN C -0.1%
UTHR B -0.08%
AEIS B -0.07%
INCY B -0.07%
HQY A -0.07%
LNTH F -0.05%
QQQ A -0.0%
LRCX F -0.0%
PATK D -0.0%
SO D -0.0%
HGV B --0.06%
EXAS F --0.07%
RYN F --0.07%
CCS F --0.07%
HUN F --0.08%
AES F --0.08%
VMC B --0.08%
FLYW C --0.08%
GNTX C --0.09%
BC D --0.09%
JOE F --0.09%
FL D --0.09%
APD B --0.1%
ABG B --0.1%
REXR F --0.1%
PENN B --0.1%
NSC B --0.11%
MCW B --0.11%
DLR B --0.11%
ALIT B --0.12%
EL F --0.12%
ENPH F --0.12%
PCH F --0.12%
ACVA C --0.12%
MKL A --0.13%
BECN B --0.13%
PYCR C --0.14%
BPOP C --0.14%
AGO B --0.14%
EXR D --0.14%
MLM B --0.14%
CC D --0.15%
AA C --0.15%
JBLU D --0.15%
AGCO F --0.15%
DAY B --0.15%
GTLS A --0.15%
AVAV C --0.15%
DRVN A --0.15%
MTN D --0.16%
CZR D --0.16%
CRL C --0.16%
OSK B --0.16%
BHF B --0.16%
COTY F --0.16%
DAR B --0.16%
CNH D --0.16%
NXST C --0.16%
COLD F --0.16%
LGIH F --0.16%
ALB C --0.16%
EW F --0.16%
RNR D --0.16%
C B --0.17%
RBA B --0.17%
AL B --0.17%
UHAL C --0.17%
LKQ D --0.17%
NARI C --0.17%
KRG B --0.17%
AJG B --0.17%
KNSL C --0.17%
SITE C --0.17%
XPO B --0.17%
BIRK F --0.17%
AIR C --0.18%
SW C --0.18%
EBC B --0.18%
MASI B --0.18%
MDGL B --0.19%
CHDN C --0.19%
ENOV C --0.19%
WAL B --0.19%
BRKR F --0.19%
TEX C --0.19%
PRCT B --0.19%
TTD A --0.19%
GATX B --0.2%
WTM A --0.2%
CGON C --0.2%
UEC B --0.2%
BE C --0.21%
SRE A --0.21%
ATO A --0.21%
EQT A --0.22%
AESI C --0.22%
HSY D --0.23%
GPOR B --0.23%
NOG B --0.23%
BANC B --0.23%
ARWR C --0.24%
SUM B --0.24%
VAL F --0.24%
ELF C --0.24%
PSA D --0.24%
KEY B --0.25%
LYV A --0.25%
MSCI B --0.26%
LW C --0.26%
TEAM B --0.26%
CELH F --0.26%
WTRG B --0.26%
AUR C --0.27%
PTEN D --0.27%
SOFI B --0.27%
AWK D --0.27%
FCNCA B --0.27%
PINS D --0.28%
MNST B --0.28%
FOUR B --0.28%
NEOG D --0.29%
BILL A --0.29%
ESTC C --0.29%
GT C --0.29%
MKTX C --0.3%
XP F --0.3%
NDAQ B --0.3%
STNE D --0.31%
BEN C --0.31%
AFRM A --0.31%
APLS F --0.31%
GTLB C --0.32%
LPLA A --0.34%
VVV B --0.34%
COHR B --0.34%
CACC F --0.34%
ZBRA A --0.35%
APO B --0.35%
CCOI C --0.36%
DG F --0.36%
ALGM F --0.36%
INSP D --0.37%
BA F --0.37%
DLTR F --0.38%
WBD C --0.39%
PATH C --0.39%
BBIO F --0.4%
RIVN F --0.41%
ON D --0.41%
CYTK C --0.44%
U D --0.45%
MRNA F --0.46%
NWS B --0.47%
MCHP F --0.48%
GE C --0.48%
SATS C --0.48%
CGNX B --0.48%
RH B --0.49%
DV C --0.49%
RBLX A --0.5%
TTWO A --0.5%
FIVE F --0.51%
FND F --0.52%
CFLT B --0.52%
ZI C --0.54%
BRZE C --0.54%
DELL C --0.55%
FIVN C --0.58%
SMCI F --0.59%
WDC D --0.73%
LSCC C --0.76%
TXN B --0.87%
LITE B --0.88%
INTC C --0.99%
FSLR F --1.21%
Compare ETFs