ESGY vs. IVE ETF Comparison
Comparison of American Century Sustainable Growth ETF (ESGY) to iShares S&P 500 Value ETF (IVE)
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 stockâs 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
84
IVE
iShares S&P 500 Value ETF
IVE Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$203.74
Average Daily Volume
513,295
436
Performance
Period | ESGY | IVE |
---|---|---|
30 Days | 2.71% | 2.72% |
60 Days | 3.88% | 3.94% |
90 Days | 4.75% | 6.02% |
12 Months | 30.25% | 26.65% |
39 Overlapping Holdings
Symbol | Grade | Weight in ESGY | Weight in IVE | Overlap | |
---|---|---|---|---|---|
A | D | 0.53% | 0.17% | 0.17% | |
ABBV | D | 1.01% | 0.86% | 0.86% | |
ABNB | C | 0.29% | 0.14% | 0.14% | |
ACN | C | 0.31% | 0.48% | 0.31% | |
ADI | D | 0.5% | 0.2% | 0.2% | |
ADP | B | 0.59% | 0.35% | 0.35% | |
APTV | D | 0.39% | 0.07% | 0.07% | |
CDW | F | 0.42% | 0.06% | 0.06% | |
CI | F | 0.56% | 0.42% | 0.42% | |
DXCM | D | 0.05% | 0.06% | 0.05% | |
EBAY | D | 0.28% | 0.14% | 0.14% | |
ELV | F | 0.2% | 0.44% | 0.2% | |
EQIX | A | 0.5% | 0.21% | 0.21% | |
ETN | A | 0.25% | 0.26% | 0.25% | |
FDX | B | 0.5% | 0.31% | 0.31% | |
GWW | B | 0.18% | 0.06% | 0.06% | |
HD | A | 1.17% | 1.2% | 1.17% | |
IDXX | F | 0.71% | 0.07% | 0.07% | |
KMX | B | 0.28% | 0.06% | 0.06% | |
KO | D | 0.66% | 0.69% | 0.66% | |
LIN | D | 0.67% | 0.49% | 0.49% | |
MA | C | 1.49% | 0.57% | 0.57% | |
MSI | B | 0.44% | 0.16% | 0.16% | |
PEP | F | 0.96% | 0.65% | 0.65% | |
PGR | A | 0.76% | 0.35% | 0.35% | |
POOL | C | 0.28% | 0.03% | 0.03% | |
SLB | C | 0.32% | 0.29% | 0.29% | |
SPGI | C | 0.43% | 0.42% | 0.42% | |
SYY | B | 0.36% | 0.17% | 0.17% | |
TGT | F | 0.3% | 0.33% | 0.3% | |
TJX | A | 0.93% | 0.22% | 0.22% | |
TSCO | D | 0.32% | 0.08% | 0.08% | |
TT | A | 0.89% | 0.13% | 0.13% | |
UNH | C | 0.7% | 1.59% | 0.7% | |
UNP | C | 0.44% | 0.37% | 0.37% | |
V | A | 2.6% | 0.83% | 0.83% | |
VRTX | F | 0.52% | 0.2% | 0.2% | |
XYL | D | 0.28% | 0.14% | 0.14% | |
ZTS | D | 0.55% | 0.17% | 0.17% |
ESGY Overweight 45 Positions Relative to IVE
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% | |
LLY | F | 2.57% | |
TSLA | B | 1.87% | |
AVGO | D | 1.61% | |
NOW | A | 1.53% | |
AMD | F | 1.49% | |
AMAT | F | 1.14% | |
CDNS | B | 0.96% | |
NVO | D | 0.96% | |
UBER | D | 0.92% | |
WDAY | B | 0.73% | |
INTU | C | 0.73% | |
CRM | B | 0.68% | |
HLT | A | 0.61% | |
ASML | F | 0.6% | |
NFLX | A | 0.58% | |
ADBE | C | 0.57% | |
VRT | B | 0.55% | |
CMG | B | 0.55% | |
SQ | B | 0.55% | |
DECK | A | 0.41% | |
CRWD | B | 0.4% | |
ANET | C | 0.37% | |
YETI | C | 0.36% | |
PANW | C | 0.35% | |
DT | C | 0.29% | |
SNOW | C | 0.27% | |
DDOG | A | 0.25% | |
OKTA | C | 0.24% | |
WST | C | 0.21% | |
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% |
ESGY Underweight 397 Positions Relative to IVE
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | -4.04% | |
JPM | A | -3.28% | |
XOM | B | -2.49% | |
JNJ | D | -1.74% | |
WMT | A | -1.72% | |
BAC | A | -1.48% | |
CVX | A | -1.29% | |
WFC | A | -1.19% | |
PG | A | -1.14% | |
CSCO | B | -1.09% | |
COST | B | -1.09% | |
DIS | B | -0.98% | |
ABT | B | -0.95% | |
IBM | C | -0.89% | |
GS | A | -0.88% | |
VZ | C | -0.82% | |
CMCSA | B | -0.78% | |
MS | A | -0.78% | |
T | A | -0.76% | |
NEE | D | -0.74% | |
RTX | C | -0.74% | |
AMGN | D | -0.72% | |
LOW | D | -0.72% | |
DHR | F | -0.7% | |
HON | B | -0.7% | |
MRK | F | -0.69% | |
BLK | C | -0.68% | |
PFE | D | -0.66% | |
C | A | -0.62% | |
PM | B | -0.59% | |
SCHW | B | -0.57% | |
TMO | F | -0.57% | |
MCD | D | -0.55% | |
BMY | B | -0.54% | |
TMUS | B | -0.54% | |
TXN | C | -0.54% | |
MDT | D | -0.53% | |
LMT | D | -0.53% | |
GILD | C | -0.52% | |
CB | C | -0.51% | |
GE | D | -0.51% | |
MU | D | -0.5% | |
INTC | D | -0.49% | |
PLD | D | -0.49% | |
UPS | C | -0.46% | |
MO | A | -0.45% | |
SO | D | -0.45% | |
ICE | C | -0.42% | |
DUK | C | -0.41% | |
PYPL | B | -0.41% | |
QCOM | F | -0.4% | |
PNC | B | -0.39% | |
USB | A | -0.37% | |
CAT | B | -0.37% | |
MCK | B | -0.37% | |
WELL | A | -0.37% | |
GD | F | -0.35% | |
EMR | A | -0.34% | |
APD | A | -0.33% | |
COF | B | -0.33% | |
MMM | D | -0.33% | |
NOC | D | -0.32% | |
BDX | F | -0.31% | |
CVS | D | -0.31% | |
ISRG | A | -0.3% | |
GM | B | -0.3% | |
TFC | A | -0.29% | |
NSC | B | -0.28% | |
TRV | B | -0.28% | |
BA | F | -0.27% | |
BK | A | -0.27% | |
BSX | B | -0.27% | |
FI | A | -0.27% | |
SRE | A | -0.27% | |
PSX | C | -0.26% | |
AFL | B | -0.26% | |
JCI | C | -0.26% | |
MMC | B | -0.25% | |
NKE | D | -0.25% | |
KMI | A | -0.25% | |
AMT | D | -0.25% | |
AEP | D | -0.24% | |
GEV | B | -0.24% | |
CME | A | -0.24% | |
ALL | A | -0.24% | |
FIS | C | -0.23% | |
SYK | C | -0.23% | |
AXP | A | -0.23% | |
D | C | -0.23% | |
AIG | B | -0.23% | |
MET | A | -0.23% | |
O | D | -0.23% | |
CMI | A | -0.23% | |
MDLZ | F | -0.23% | |
CL | D | -0.22% | |
LHX | C | -0.22% | |
NEM | D | -0.22% | |
DE | A | -0.21% | |
SHW | A | -0.21% | |
PEG | A | -0.21% | |
VLO | C | -0.21% | |
PCG | A | -0.21% | |
CCI | D | -0.21% | |
KMB | D | -0.21% | |
PRU | A | -0.21% | |
SBUX | A | -0.21% | |
KVUE | A | -0.21% | |
COR | B | -0.2% | |
WMB | A | -0.2% | |
WM | A | -0.2% | |
BKR | B | -0.2% | |
F | C | -0.2% | |
ITW | B | -0.19% | |
AON | A | -0.19% | |
COP | C | -0.19% | |
APH | A | -0.18% | |
GEHC | F | -0.18% | |
CTVA | C | -0.18% | |
CTSH | B | -0.18% | |
KR | B | -0.18% | |
CEG | D | -0.18% | |
XEL | A | -0.18% | |
EXC | C | -0.18% | |
CBRE | B | -0.18% | |
MCO | B | -0.18% | |
KDP | D | -0.17% | |
GLW | B | -0.17% | |
HPQ | B | -0.17% | |
MTB | A | -0.17% | |
BX | A | -0.17% | |
STZ | D | -0.17% | |
VICI | C | -0.16% | |
CTAS | B | -0.16% | |
HCA | F | -0.16% | |
HUM | C | -0.16% | |
ED | D | -0.16% | |
ROP | B | -0.16% | |
OXY | D | -0.16% | |
CSX | B | -0.16% | |
DD | D | -0.16% | |
WAB | B | -0.16% | |
RMD | C | -0.16% | |
HIG | B | -0.16% | |
SPG | B | -0.16% | |
EXR | D | -0.16% | |
GIS | D | -0.16% | |
DOW | F | -0.15% | |
WEC | A | -0.15% | |
ADSK | A | -0.15% | |
AJG | B | -0.15% | |
WTW | B | -0.15% | |
FITB | A | -0.15% | |
ETR | B | -0.15% | |
REGN | F | -0.15% | |
EIX | B | -0.15% | |
CARR | D | -0.15% | |
NDAQ | A | -0.15% | |
AVB | B | -0.15% | |
DLR | B | -0.15% | |
CAH | B | -0.14% | |
GPN | B | -0.14% | |
RJF | A | -0.14% | |
UAL | A | -0.14% | |
CNC | D | -0.14% | |
ECL | D | -0.14% | |
PSA | D | -0.14% | |
FCX | D | -0.14% | |
KHC | F | -0.13% | |
TEL | B | -0.13% | |
HPE | B | -0.13% | |
PAYX | C | -0.13% | |
DOV | A | -0.13% | |
STT | A | -0.13% | |
PPG | F | -0.13% | |
PPL | B | -0.12% | |
DTE | C | -0.12% | |
EQR | B | -0.12% | |
EQT | B | -0.12% | |
VLTO | D | -0.12% | |
ADM | D | -0.12% | |
SW | A | -0.12% | |
HBAN | A | -0.12% | |
EW | C | -0.12% | |
SYF | B | -0.12% | |
EOG | A | -0.12% | |
AMP | A | -0.12% | |
KEYS | A | -0.12% | |
HAL | C | -0.12% | |
AWK | D | -0.12% | |
VTR | C | -0.12% | |
TROW | B | -0.12% | |
WY | D | -0.11% | |
ATO | A | -0.11% | |
ZBH | C | -0.11% | |
AME | A | -0.11% | |
BIIB | F | -0.11% | |
FAST | B | -0.11% | |
MPC | D | -0.11% | |
CINF | A | -0.11% | |
DVN | F | -0.11% | |
OTIS | C | -0.11% | |
RF | A | -0.11% | |
AEE | A | -0.11% | |
OKE | A | -0.11% | |
YUM | B | -0.1% | |
CMS | C | -0.1% | |
CHTR | C | -0.1% | |
DFS | B | -0.1% | |
FSLR | F | -0.1% | |
WDC | D | -0.1% | |
WBD | C | -0.1% | |
IQV | D | -0.1% | |
CLX | B | -0.1% | |
CFG | B | -0.1% | |
PKG | A | -0.1% | |
FE | C | -0.1% | |
LYB | F | -0.1% | |
LDOS | C | -0.1% | |
EA | A | -0.1% | |
K | A | -0.1% | |
NTRS | A | -0.1% | |
TDY | B | -0.1% | |
ES | D | -0.1% | |
IFF | D | -0.1% | |
DAL | C | -0.09% | |
HOLX | D | -0.09% | |
WRB | A | -0.09% | |
BBY | D | -0.09% | |
RSG | A | -0.09% | |
TSN | B | -0.09% | |
MAA | B | -0.09% | |
PFG | D | -0.09% | |
BALL | D | -0.09% | |
EFX | F | -0.09% | |
MKC | D | -0.09% | |
OMC | C | -0.09% | |
ORLY | B | -0.09% | |
NRG | B | -0.09% | |
INVH | D | -0.09% | |
HWM | A | -0.09% | |
ESS | B | -0.09% | |
LUV | C | -0.09% | |
LH | C | -0.09% | |
PH | A | -0.09% | |
IP | B | -0.09% | |
ZBRA | B | -0.09% | |
MSCI | C | -0.09% | |
CNP | B | -0.09% | |
EG | C | -0.08% | |
GEN | B | -0.08% | |
BAX | D | -0.08% | |
NI | A | -0.08% | |
ARE | D | -0.08% | |
IRM | D | -0.08% | |
AZO | C | -0.08% | |
CSGP | D | -0.08% | |
DG | F | -0.08% | |
TER | D | -0.08% | |
KIM | A | -0.08% | |
ROK | B | -0.08% | |
GPC | D | -0.08% | |
IEX | B | -0.08% | |
TRMB | B | -0.08% | |
J | F | -0.08% | |
KEY | B | -0.08% | |
DGX | A | -0.08% | |
DELL | C | -0.08% | |
VRSK | A | -0.08% | |
LEN | D | -0.08% | |
NXPI | D | -0.07% | |
NDSN | B | -0.07% | |
FFIV | B | -0.07% | |
SBAC | D | -0.07% | |
CHD | B | -0.07% | |
TTWO | A | -0.07% | |
EVRG | A | -0.07% | |
MNST | C | -0.07% | |
JBHT | C | -0.07% | |
DOC | D | -0.07% | |
GRMN | B | -0.07% | |
AMCR | D | -0.07% | |
EL | F | -0.07% | |
PWR | A | -0.07% | |
NTAP | C | -0.07% | |
L | A | -0.07% | |
VTRS | A | -0.07% | |
MTD | D | -0.07% | |
ON | D | -0.07% | |
LNT | A | -0.07% | |
HSY | F | -0.07% | |
PCAR | B | -0.07% | |
TXT | D | -0.07% | |
AVY | D | -0.07% | |
EMN | D | -0.06% | |
UHS | D | -0.06% | |
STX | D | -0.06% | |
JNPR | F | -0.06% | |
MLM | B | -0.06% | |
REG | B | -0.06% | |
ALB | C | -0.06% | |
INCY | C | -0.06% | |
MRNA | F | -0.06% | |
ANSS | B | -0.06% | |
JKHY | D | -0.06% | |
HUBB | B | -0.06% | |
CPT | B | -0.06% | |
BG | F | -0.06% | |
NUE | C | -0.06% | |
CHRW | C | -0.06% | |
CAG | D | -0.06% | |
DLTR | F | -0.06% | |
TPR | B | -0.06% | |
SWK | D | -0.06% | |
UDR | B | -0.06% | |
VMC | B | -0.06% | |
SWKS | F | -0.06% | |
WAT | B | -0.06% | |
RVTY | F | -0.06% | |
MCHP | D | -0.06% | |
CRL | C | -0.05% | |
FDS | B | -0.05% | |
MKTX | D | -0.05% | |
GL | B | -0.05% | |
AES | F | -0.05% | |
LKQ | D | -0.05% | |
IPG | D | -0.05% | |
FOXA | B | -0.05% | |
SNA | A | -0.05% | |
PNW | B | -0.05% | |
CTLT | B | -0.05% | |
TECH | D | -0.05% | |
EXPD | D | -0.05% | |
NWSA | B | -0.05% | |
TAP | C | -0.05% | |
PODD | C | -0.05% | |
AIZ | A | -0.05% | |
SJM | D | -0.05% | |
BXP | D | -0.05% | |
BR | A | -0.05% | |
COO | D | -0.05% | |
ALLE | D | -0.04% | |
MRO | B | -0.04% | |
CBOE | B | -0.04% | |
HII | D | -0.04% | |
MAS | D | -0.04% | |
BWA | D | -0.04% | |
VRSN | F | -0.04% | |
MTCH | D | -0.04% | |
IVZ | B | -0.04% | |
ROL | B | -0.04% | |
EPAM | C | -0.04% | |
HAS | D | -0.04% | |
MOS | F | -0.04% | |
HRL | D | -0.04% | |
CPB | D | -0.04% | |
FRT | B | -0.04% | |
HSIC | B | -0.04% | |
TFX | F | -0.04% | |
DPZ | C | -0.04% | |
PTC | A | -0.04% | |
SOLV | C | -0.04% | |
DRI | B | -0.04% | |
IR | B | -0.04% | |
STE | F | -0.04% | |
DAY | B | -0.03% | |
FOX | A | -0.03% | |
BRO | B | -0.03% | |
ULTA | F | -0.03% | |
WBA | F | -0.03% | |
PAYC | B | -0.03% | |
QRVO | F | -0.03% | |
CTRA | B | -0.03% | |
PARA | C | -0.03% | |
LVS | C | -0.03% | |
BEN | C | -0.03% | |
JBL | B | -0.03% | |
FMC | D | -0.03% | |
AKAM | D | -0.03% | |
MOH | F | -0.03% | |
ALGN | D | -0.03% | |
CCL | B | -0.03% | |
CF | B | -0.03% | |
MHK | D | -0.03% | |
STLD | B | -0.03% | |
AOS | F | -0.02% | |
CZR | F | -0.02% | |
DVA | B | -0.02% | |
NWS | B | -0.02% | |
LW | C | -0.02% | |
RL | B | -0.02% | |
ERIE | D | -0.02% | |
GNRC | B | -0.02% | |
HST | C | -0.02% | |
ENPH | F | -0.02% | |
PNR | A | -0.02% | |
MGM | D | -0.01% | |
AMTM | D | -0.01% |
ESGY: Top Represented Industries & Keywords
IVE: Top Represented Industries & Keywords