ESGY vs. EBLU ETF Comparison

Comparison of American Century Sustainable Growth ETF (ESGY) to Ecofin Global Water ESG Fund (EBLU)
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

$57.15

Average Daily Volume

996

Number of Holdings *

84

* may have additional holdings in another (foreign) market
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

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period ESGY EBLU
30 Days 2.71% 4.15%
60 Days 3.88% 3.94%
90 Days 4.75% 10.77%
12 Months 30.25% 31.90%
2 Overlapping Holdings
Symbol Grade Weight in ESGY Weight in EBLU Overlap
ANET C 0.37% 5.99% 0.37%
XYL D 0.28% 0.27% 0.27%
ESGY Overweight 82 Positions Relative to EBLU
Symbol Grade Weight
MSFT F 13.99%
AAPL C 12.07%
NVDA C 11.47%
GOOGL C 6.79%
AMZN C 5.06%
META D 3.97%
V A 2.6%
LLY F 2.57%
TSLA B 1.87%
AVGO D 1.61%
NOW A 1.53%
AMD F 1.49%
MA C 1.49%
HD A 1.17%
AMAT F 1.14%
ABBV D 1.01%
CDNS B 0.96%
NVO D 0.96%
PEP F 0.96%
TJX A 0.93%
UBER D 0.92%
TT A 0.89%
PGR A 0.76%
WDAY B 0.73%
INTU C 0.73%
IDXX F 0.71%
UNH C 0.7%
CRM B 0.68%
LIN D 0.67%
KO D 0.66%
HLT A 0.61%
ASML F 0.6%
ADP B 0.59%
NFLX A 0.58%
ADBE C 0.57%
CI F 0.56%
VRT B 0.55%
CMG B 0.55%
ZTS D 0.55%
SQ B 0.55%
A D 0.53%
VRTX F 0.52%
EQIX A 0.5%
ADI D 0.5%
FDX B 0.5%
MSI B 0.44%
UNP C 0.44%
SPGI C 0.43%
CDW F 0.42%
DECK A 0.41%
CRWD B 0.4%
APTV D 0.39%
SYY B 0.36%
YETI C 0.36%
PANW C 0.35%
TSCO D 0.32%
SLB C 0.32%
ACN C 0.31%
TGT F 0.3%
DT C 0.29%
ABNB C 0.29%
KMX B 0.28%
POOL C 0.28%
EBAY D 0.28%
SNOW C 0.27%
DDOG A 0.25%
ETN A 0.25%
OKTA C 0.24%
WST C 0.21%
ELV F 0.2%
GWW B 0.18%
MDB C 0.16%
SAIA B 0.15%
CPRT A 0.15%
CROX D 0.14%
HUBS A 0.13%
TREX C 0.13%
BURL A 0.12%
PD C 0.11%
URI B 0.1%
LULU C 0.07%
DXCM D 0.05%
ESGY Underweight 20 Positions Relative to EBLU
Symbol Grade Weight
ERII D -4.87%
CNM D -4.29%
BMI B -4.12%
ECL D -3.94%
FELE B -3.53%
AOS F -3.49%
WMS D -3.42%
AWK D -3.37%
WTRG B -3.32%
FBIN D -3.11%
IEX B -2.92%
LNN B -2.13%
MWA B -1.92%
PNR A -1.51%
WTTR B -1.35%
MEG F -1.3%
TTEK F -0.37%
WTS B -0.33%
VLTO D -0.31%
ZWS B -0.17%
Compare ETFs