ETEC vs. EDOC ETF Comparison

Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to Global X Telemedicine & Digital Health ETF (EDOC)
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

$22.71

Average Daily Volume

314

Number of Holdings *

8

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

Global X Telemedicine & Digital Health ETF

EDOC Description The Global X Telemedicine & Digital Health ETF (EDOC) seeks to invest in companies positioned to benefit from further advances in the field of telemedicine and digital health. This includes companies involved in Telemedicine, Health Care Analytics, Connected Health Care Devices, and Administrative Digitization.

Grade (RS Rating)

Last Trade

$9.97

Average Daily Volume

11,465

Number of Holdings *

31

* may have additional holdings in another (foreign) market
Performance
Period ETEC EDOC
30 Days 10.72% 6.40%
60 Days 16.47% 11.40%
90 Days 8.21% 15.26%
12 Months 7.53% 10.04%
0 Overlapping Holdings
Symbol Grade Weight in ETEC Weight in EDOC Overlap
ETEC Overweight 8 Positions Relative to EDOC
Symbol Grade Weight
BWA C 6.1%
OLED C 5.84%
TSLA B 4.0%
ENPH D 4.0%
FSLR C 3.88%
XYL B 2.71%
LCID D 1.57%
SEDG F 1.15%
ETEC Underweight 31 Positions Relative to EDOC
Symbol Grade Weight
DOCS B -6.48%
PODD C -5.14%
RMD C -4.82%
OSCR C -4.24%
DGX C -4.09%
QGEN D -3.95%
TNDM D -3.95%
ILMN C -3.92%
A B -3.89%
TWST D -3.64%
EVH D -3.61%
IQV F -3.57%
MASI C -3.57%
HIMS C -3.45%
VCYT C -3.44%
RCM B -2.99%
OMCL C -2.64%
PRVA F -2.56%
IRTC F -2.24%
AMN F -2.24%
TDOC D -1.97%
DXCM F -1.78%
PHR F -1.63%
LFST C -0.83%
GDRX F -0.71%
DH F -0.7%
PACB F -0.62%
FLGT F -0.58%
DCGO F -0.39%
SENS F -0.22%
LFMD F -0.22%
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