ETEC vs. EMSF ETF Comparison
Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to Matthews Emerging Markets Sustainable Future Active ETF (EMSF)
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
$20.63
Average Daily Volume
433
11
EMSF
Matthews Emerging Markets Sustainable Future Active ETF
EMSF Description
EMSF actively invests in common and preferred stocks of companies in emerging markets, including countries that may be considered frontier. While the fund has an all-cap exposure, it expects to invest substantially in smaller companies. The fund looks for sustainable growth based on fundamental characteristics such as balance sheet information, size, cash flow stability, and financial health. It also applies various ESG standards, using third-party data and the adviser's proprietary research, to identify investments that potentially contribute to a sustainable future by addressing global environmental and social challenges. The fund also employs exclusionary ESG screens, which avoid controversial businesses such as tobacco, weapons, and fossil fuels. The fund may engage its portfolio companies on sustainability and governance matters through active dialogue, exercising shareholder rights, and encouraging enhanced ESG disclosure.Grade (RS Rating)
Last Trade
$27.03
Average Daily Volume
2,753
6
Performance
| Period | ETEC | EMSF |
|---|---|---|
| 30 Days | -9.76% | -7.39% |
| 60 Days | 0.57% | 3.44% |
| 90 Days | 5.79% | 9.12% |
| 12 Months | 3.50% | 10.28% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ETEC | Weight in EMSF | Overlap |
|---|
ETEC: Top Represented Industries & Keywords
EMSF: Top Represented Industries & Keywords
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