ESGY vs. EPS ETF Comparison

Comparison of American Century Sustainable Growth ETF (ESGY) to WisdomTree Earnings 500 Fund (EPS)
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

$53.98

Average Daily Volume

2,598

Number of Holdings *

86

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

WisdomTree Earnings 500 Fund

EPS Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$58.81

Average Daily Volume

40,750

Number of Holdings *

492

* may have additional holdings in another (foreign) market
Performance
Period ESGY EPS
30 Days -1.01% 0.72%
60 Days 0.62% 2.36%
90 Days -0.63% 3.73%
12 Months 30.24% 26.29%
70 Overlapping Holdings
Symbol Grade Weight in ESGY Weight in EPS Overlap
A C 0.47% 0.06% 0.06%
AAPL D 11.15% 5.46% 5.46%
ABBV C 0.9% 1.15% 0.9%
ABNB D 0.35% 0.19% 0.19%
ADBE D 0.55% 0.29% 0.29%
ADI D 0.4% 0.3% 0.3%
ADP B 0.52% 0.16% 0.16%
AMAT D 1.41% 0.4% 0.4%
AMZN C 5.37% 3.16% 3.16%
AVGO C 1.53% 1.41% 1.41%
BURL B 0.1% 0.02% 0.02%
CDNS D 1.01% 0.08% 0.08%
CDW D 0.42% 0.08% 0.08%
CI C 0.54% 0.39% 0.39%
CMG C 0.39% 0.06% 0.06%
COST C 0.31% 0.39% 0.31%
CPRT D 0.16% 0.06% 0.06%
CRM D 0.7% 0.35% 0.35%
CRWD F 0.49% 0.06% 0.06%
DDOG D 0.28% 0.04% 0.04%
DE B 0.12% 0.44% 0.12%
DECK C 0.41% 0.03% 0.03%
DHR B 0.4% 0.31% 0.31%
DT C 0.25% 0.04% 0.04%
DXCM F 0.07% 0.02% 0.02%
EBAY B 0.24% 0.13% 0.13%
ELV C 0.21% 0.35% 0.21%
EQIX B 0.43% 0.06% 0.06%
FDX C 0.56% 0.17% 0.17%
GOOGL D 7.38% 4.72% 4.72%
GWW B 0.14% 0.08% 0.08%
HD B 1.26% 0.75% 0.75%
HLT B 0.59% 0.07% 0.07%
IDXX C 0.7% 0.03% 0.03%
INTU D 0.8% 0.24% 0.24%
KEYS C 0.32% 0.1% 0.1%
KO B 0.66% 0.56% 0.56%
LLY C 2.33% 0.62% 0.62%
MA B 1.6% 0.54% 0.54%
MDB D 0.14% 0.02% 0.02%
MDLZ B 0.25% 0.18% 0.18%
META A 3.51% 3.71% 3.51%
MSFT C 14.85% 5.55% 5.55%
NFLX B 0.37% 0.4% 0.37%
NOW A 0.95% 0.15% 0.15%
NVDA D 11.43% 3.18% 3.18%
OKTA F 0.31% 0.04% 0.04%
PANW D 0.36% 0.12% 0.12%
PEP C 0.95% 0.44% 0.44%
PGR A 0.46% 0.16% 0.16%
POOL C 0.23% 0.02% 0.02%
SAIA D 0.16% 0.0% 0.0%
SNOW F 0.32% 0.03% 0.03%
SPGI B 0.38% 0.18% 0.18%
SYY D 0.33% 0.08% 0.08%
TGT C 0.29% 0.16% 0.16%
TJX C 1.02% 0.21% 0.21%
TSLA C 1.36% 0.53% 0.53%
UBER C 0.86% 0.1% 0.1%
ULTA D 0.31% 0.03% 0.03%
UNH C 1.09% 1.01% 1.01%
UNP B 0.42% 0.27% 0.27%
UPS D 0.26% 0.28% 0.26%
URI B 0.08% 0.16% 0.08%
V B 3.03% 0.84% 0.84%
VRTX D 0.63% 0.2% 0.2%
WDAY D 0.69% 0.08% 0.08%
WST D 0.24% 0.02% 0.02%
XYL D 0.29% 0.03% 0.03%
ZTS B 0.5% 0.09% 0.09%
ESGY Overweight 16 Positions Relative to EPS
Symbol Grade Weight
NVO D 1.5%
AMD F 1.5%
ASML D 0.79%
TT B 0.77%
LIN B 0.63%
ACN C 0.6%
APTV D 0.49%
SLB F 0.37%
YETI D 0.34%
SQ D 0.3%
KMX D 0.27%
ETN C 0.25%
TREX F 0.15%
PDFS D 0.14%
CROX C 0.14%
LULU D 0.06%
ESGY Underweight 422 Positions Relative to EPS
Symbol Grade Weight
JPM D -2.62%
XOM D -2.17%
BRK.A C -1.82%
BAC D -1.49%
JNJ B -1.16%
WMT B -1.1%
CVX D -1.05%
VZ B -0.95%
T B -0.91%
ORCL B -0.9%
WFC D -0.84%
CSCO B -0.75%
PG C -0.73%
CMCSA D -0.64%
BMY C -0.62%
C D -0.61%
CAT C -0.55%
QCOM D -0.54%
PM C -0.51%
IBM B -0.5%
AXP B -0.48%
AMGN B -0.47%
MS D -0.46%
MO C -0.44%
RTX C -0.42%
GS D -0.42%
TMO C -0.41%
COP D -0.41%
TMUS C -0.4%
TXN C -0.4%
LOW B -0.39%
MPC D -0.39%
GM B -0.38%
CVS D -0.36%
LMT C -0.35%
MRK D -0.35%
MCD C -0.34%
GILD B -0.34%
ABT C -0.33%
DHS A -0.32%
HCA B -0.31%
PSX D -0.31%
LNG D -0.29%
VLO D -0.29%
PNC B -0.29%
DHI B -0.28%
REGN C -0.28%
F D -0.27%
EOG D -0.27%
DIS D -0.27%
SCHW D -0.26%
MMM B -0.26%
BLK A -0.26%
PYPL B -0.26%
BKNG B -0.26%
MET A -0.25%
KLAC D -0.24%
HON D -0.24%
LRCX F -0.23%
USB B -0.23%
COF C -0.23%
AFL B -0.21%
LEN B -0.21%
AIG D -0.2%
GE B -0.19%
SYK C -0.19%
HPQ D -0.19%
SO B -0.19%
PRU C -0.19%
MMC C -0.18%
DFS C -0.18%
BK A -0.18%
FIS B -0.18%
PCAR D -0.18%
ANET B -0.18%
DUK C -0.18%
PH B -0.17%
MCK F -0.17%
BSX B -0.17%
NUE F -0.17%
DAL C -0.17%
FANG D -0.16%
PHM B -0.16%
MCHP D -0.16%
ICE B -0.16%
SBUX C -0.16%
CHTR D -0.16%
AMP B -0.15%
APH D -0.15%
CSX D -0.15%
MSI C -0.15%
KR B -0.15%
CNC C -0.15%
SCCO D -0.15%
OXY F -0.15%
GD B -0.15%
NOC B -0.15%
PLD C -0.14%
HIG A -0.14%
MTB B -0.14%
GLW B -0.14%
HPE D -0.14%
KHC C -0.14%
CMI C -0.14%
FITB B -0.13%
TRV B -0.13%
D C -0.13%
SRE B -0.13%
ADM D -0.13%
CTSH C -0.13%
NKE D -0.13%
CL C -0.13%
DVN F -0.13%
BDX F -0.13%
SHW B -0.13%
FTNT C -0.12%
OKE B -0.12%
NSC C -0.12%
CME C -0.12%
CARR B -0.12%
ISRG C -0.12%
ITW B -0.12%
AEP B -0.12%
ON D -0.12%
UAL B -0.11%
ROP C -0.11%
ORLY B -0.11%
SYF C -0.11%
MAR C -0.11%
STT A -0.11%
STLD D -0.11%
KDP A -0.11%
KMI A -0.11%
RF B -0.11%
GIS B -0.11%
CRBG D -0.11%
WMB B -0.11%
VST C -0.11%
EMR D -0.11%
AZO D -0.11%
ADSK B -0.11%
PLTR B -0.1%
PSA B -0.1%
KMB D -0.1%
SMCI F -0.1%
PCG C -0.1%
SPG B -0.1%
VICI C -0.1%
GPN D -0.1%
NTAP D -0.1%
LHX D -0.1%
CFG D -0.1%
APD B -0.1%
HBAN B -0.1%
KVUE B -0.1%
FCNCA D -0.1%
APP B -0.1%
WM D -0.1%
MPWR C -0.09%
BLDR C -0.09%
CEG C -0.09%
SNPS D -0.09%
MCO A -0.09%
NVR B -0.08%
IT B -0.08%
HAL F -0.08%
HSY C -0.08%
CTRA F -0.08%
AMT C -0.08%
PEG B -0.08%
FOXA B -0.08%
CTAS C -0.08%
TDG B -0.08%
STZ C -0.08%
ZM C -0.08%
RSG D -0.08%
CF B -0.08%
GEHC C -0.08%
MKL C -0.08%
EIX C -0.08%
EXC B -0.08%
HUM F -0.08%
SWKS F -0.08%
INTC F -0.07%
ANSS F -0.07%
TER D -0.07%
RJF C -0.07%
ECL B -0.07%
FFIV A -0.07%
ED C -0.07%
JBL D -0.07%
TDY C -0.07%
BIIB F -0.07%
ALB F -0.07%
ROST C -0.07%
PSTG F -0.07%
EA D -0.07%
AJG C -0.07%
IQV C -0.07%
K A -0.07%
FICO A -0.07%
EQH C -0.07%
AME C -0.06%
FE C -0.06%
ETR A -0.06%
NDAQ B -0.06%
IR C -0.06%
WAB A -0.06%
OTIS D -0.06%
DOV B -0.06%
PAYX C -0.06%
TYL C -0.06%
GEV B -0.06%
DOW D -0.06%
BBY B -0.06%
GDDY C -0.06%
ENPH C -0.06%
XEL A -0.06%
PFG B -0.06%
ES C -0.06%
CBRE A -0.06%
CAH C -0.06%
DD B -0.06%
OMC A -0.06%
MRO D -0.06%
TROW D -0.06%
NTRS B -0.05%
CNA C -0.05%
EW F -0.05%
FAST C -0.05%
ZBH F -0.05%
RS D -0.05%
VRSN D -0.05%
NTNX C -0.05%
LDOS C -0.05%
L B -0.05%
RMD C -0.05%
BKR D -0.05%
WELL B -0.05%
TSCO C -0.05%
CCI B -0.05%
PWR B -0.05%
SSNC B -0.05%
WEC B -0.05%
OC C -0.05%
MNST C -0.05%
EXPE C -0.05%
FNF A -0.05%
PTC D -0.05%
YUM D -0.05%
DINO D -0.05%
PPG C -0.05%
WLK D -0.05%
HES D -0.05%
ACI F -0.05%
CPAY B -0.05%
CAG B -0.05%
AKAM D -0.05%
IP B -0.04%
PAG D -0.04%
NET F -0.04%
CBOE C -0.04%
PKG B -0.04%
MOH C -0.04%
ZS F -0.04%
VMC D -0.04%
MAS B -0.04%
VRSK D -0.04%
MTD D -0.04%
IRM B -0.04%
HUBS D -0.04%
MANH B -0.04%
BSY D -0.04%
LPLA D -0.04%
TWLO D -0.04%
BRO C -0.04%
TXT D -0.04%
TTD B -0.04%
DRI C -0.04%
TEAM F -0.04%
CSL C -0.04%
DGX B -0.04%
EFX C -0.04%
MOS F -0.04%
HOLX B -0.04%
MSCI C -0.04%
WSM C -0.04%
AVB B -0.04%
KEY B -0.04%
OVV D -0.04%
PPL C -0.04%
MLM D -0.04%
ROK D -0.04%
FTV C -0.04%
DTE B -0.04%
DLR B -0.04%
GPC D -0.04%
RGA B -0.04%
HWM B -0.04%
EPAM D -0.04%
WRB C -0.04%
ODFL C -0.04%
AVY D -0.03%
U D -0.03%
NI B -0.03%
MKC B -0.03%
BALL C -0.03%
EVRG A -0.03%
LVS D -0.03%
AVTR B -0.03%
VRT C -0.03%
EQR B -0.03%
SOLV C -0.03%
CHD C -0.03%
VEEV C -0.03%
BAH B -0.03%
HEI B -0.03%
LNT A -0.03%
HUBB B -0.03%
LKQ D -0.03%
CE D -0.03%
HRL C -0.03%
EMN B -0.03%
CPNG B -0.03%
CHK D -0.03%
TRGP B -0.03%
AWK A -0.03%
EXPD B -0.03%
TAP C -0.03%
SNA B -0.03%
UTHR C -0.03%
BEN F -0.03%
J D -0.03%
CNP C -0.03%
SJM C -0.03%
APA F -0.03%
ATO B -0.03%
O B -0.03%
CMS A -0.03%
IPG C -0.03%
AEE B -0.03%
EXR B -0.03%
BR D -0.03%
CINF B -0.03%
CPB B -0.03%
CHRW B -0.02%
LBRDK D -0.02%
CCK A -0.02%
TFX C -0.02%
ELS C -0.02%
PINS F -0.02%
REG C -0.02%
PFGC B -0.02%
VTR C -0.02%
WTRG D -0.02%
ESS B -0.02%
DPZ F -0.02%
IEX D -0.02%
MAA B -0.02%
SBAC C -0.02%
INVH C -0.02%
FDS C -0.02%
TSN C -0.02%
USFD B -0.02%
NDSN C -0.02%
GGG C -0.02%
NWSA D -0.02%
TTWO D -0.02%
ACM B -0.02%
GLPI B -0.02%
ERIE A -0.02%
LUV C -0.02%
WPC B -0.02%
SW B -0.02%
CLX C -0.02%
ROL C -0.02%
GL C -0.02%
ALGN D -0.02%
RPM B -0.02%
WSO C -0.02%
LYV B -0.02%
ALNY B -0.02%
WAT C -0.02%
HST D -0.02%
JBHT D -0.02%
EQT D -0.02%
WY C -0.02%
AXON B -0.02%
CSGP D -0.02%
CELH F -0.01%
FND C -0.01%
COTY F -0.01%
DAY D -0.01%
MGM D -0.01%
NBIX F -0.01%
XPO D -0.01%
REXR C -0.01%
EXAS C -0.01%
SWK B -0.01%
MORN C -0.01%
TECH C -0.01%
TW A -0.01%
BMRN F -0.01%
CPT B -0.01%
AMH C -0.01%
CASY D -0.01%
WMS D -0.01%
KIM B -0.01%
PAYC D -0.01%
SUI B -0.01%
EME B -0.01%
INCY C -0.01%
PODD B -0.01%
LW D -0.01%
LII B -0.01%
UDR B -0.01%
ARE B -0.01%
JKHY B -0.01%
CRL D -0.01%
BLD D -0.01%
LECO F -0.0%
FIVE D -0.0%
Compare ETFs