ETEC vs. LOPP ETF Comparison

Comparison of iShares Breakthrough Environmental Solutions ETF (ETEC) to Gabelli Love Our Planet & People ETF (LOPP)
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

$22.86

Average Daily Volume

324

Number of Holdings *

8

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

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$27.82

Average Daily Volume

277

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period ETEC LOPP
30 Days 11.44% 1.23%
60 Days 17.23% 5.77%
90 Days 8.91% 6.87%
12 Months 10.75% 23.96%
1 Overlapping Holdings
Symbol Grade Weight in ETEC Weight in LOPP Overlap
XYL C 2.71% 4.81% 2.71%
ETEC Overweight 7 Positions Relative to LOPP
Symbol Grade Weight
BWA B 6.1%
OLED C 5.84%
TSLA C 4.0%
ENPH D 4.0%
FSLR C 3.88%
LCID D 1.57%
SEDG F 1.15%
ETEC Underweight 43 Positions Relative to LOPP
Symbol Grade Weight
HUBB A -5.01%
WCN D -4.74%
RSG D -4.01%
SPGI C -3.99%
BLBD D -3.47%
WY B -3.35%
MIR B -3.21%
CMI B -3.11%
FLEX C -2.82%
VMI B -2.74%
APD C -2.74%
ROCK D -2.72%
AZZ C -2.51%
AWK B -2.36%
CCK C -2.35%
JCI B -2.21%
FCX B -2.1%
DE A -2.05%
TKR D -2.04%
REZI D -1.95%
AGR C -1.92%
DAR F -1.62%
NEP D -1.6%
CNH B -1.59%
LNT A -1.49%
IDA C -1.41%
GOOG B -1.37%
BBVA D -1.35%
LFUS C -1.3%
MATW F -1.2%
FLS A -1.2%
ACA C -1.18%
BEN F -0.92%
UL C -0.86%
ING D -0.83%
CARR A -0.7%
VRTX D -0.58%
DAN D -0.48%
RPRX B -0.46%
MWA A -0.45%
PLPC D -0.43%
ROG D -0.43%
BMRN F -0.39%
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