ETEC vs. BULD ETF Comparison

Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to Pacer BlueStar Engineering the Future ETF (BULD)
ETEC

iShares Breakthrough Environmental Solutions ETF

ETEC Description

ETEC provides exposure to global equities categorized as emerging green technology. Selection begins with the initial index universe that then excludes companies involved in controversial issues against UNGC principles. Stocks are reviewed to meet revenue derived from eight sustainable themes: energy efficiency, green buildings and transportation, pollution prevention and reduction, renewable energy, resource efficiency technologies and services, water, and sustainable agriculture, food, and forestry. The fund excludes companies with total sustainable product revenue less than 25%. The remaining stocks are screened further to only include companies classified as green technologies. Stocks are scored within the Rogers innovation adoption curve to determine their position across the innovators-laggards spectrum, which contributes to an aggregate score. The top 50 companies with the highest aggregate scores are selected. The market cap-weighted index is reconstituted annually in December and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$19.76

Average Daily Volume

519

Number of Holdings *

11

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

Pacer BlueStar Engineering the Future ETF

BULD Description The index is a rules-based index that consists of globally-listed stocks and depositary receipts of companies that derive at least 50% of their revenues from Robotics and 3D Printing Companies, as determined by the index provider. The fund adviser will generally use a ?replication? strategy to achieve its investment objective, meaning it will invest in all of the component securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.65

Average Daily Volume

146

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period ETEC BULD
30 Days -3.35% 3.59%
60 Days -6.11% 2.29%
90 Days -3.59% -0.48%
12 Months -7.07% 8.00%
0 Overlapping Holdings
Symbol Grade Weight in ETEC Weight in BULD Overlap
ETEC Overweight 11 Positions Relative to BULD
Symbol Grade Weight
BWA D 6.63%
TSLA B 5.59%
OLED F 5.09%
XPEV C 4.62%
LI F 3.34%
FSLR F 3.13%
XYL D 2.7%
NIO F 2.44%
ENPH F 2.23%
LCID F 1.15%
SEDG F 0.69%
ETEC Underweight 25 Positions Relative to BULD
Symbol Grade Weight
ADSK A -11.5%
PRLB B -5.64%
ASML F -5.47%
ANSS B -4.86%
SSYS B -4.81%
FARO C -4.8%
AMAT F -4.58%
PTC B -3.45%
LRCX F -3.24%
DDD C -3.14%
KLAC F -2.99%
NNDM D -2.88%
EMR B -2.76%
BSY F -1.76%
ROK C -1.23%
TDY B -0.77%
ALTR B -0.7%
TER F -0.6%
LECO C -0.56%
MTLS A -0.51%
ONTO F -0.34%
CGNX D -0.34%
AMBA B -0.23%
KLIC B -0.22%
ACLS F -0.15%
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