ETHO vs. IMCG ETF Comparison

Comparison of Etho Climate Leadership U.S. ETF (ETHO) to iShares Morningstar Mid-Cap Growth ETF (IMCG)
ETHO

Etho Climate Leadership U.S. ETF

ETHO Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Etho Climate Leadership Index - US (the "index"). The index tracks the performance of the equity securities of a diversified set of U.S. companies that are leaders in their industry with respect to their carbon impact. "Carbon impact" is calculated based on the total greenhouse gas ("GHG") emissions from a company's operations, fuel use, supply chain, and business activities, divided by the company's market capitalization. The fund will invest at least 80% of its total assets in the component securities of the index.

Grade (RS Rating)

Last Trade

$63.33

Average Daily Volume

5,371

Number of Holdings *

285

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

iShares Morningstar Mid-Cap Growth ETF

IMCG Description The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth 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. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

Grade (RS Rating)

Last Trade

$79.81

Average Daily Volume

132,538

Number of Holdings *

299

* may have additional holdings in another (foreign) market
Performance
Period ETHO IMCG
30 Days 7.59% 8.56%
60 Days 6.45% 9.96%
90 Days 6.91% 12.47%
12 Months 24.60% 34.97%
69 Overlapping Holdings
Symbol Grade Weight in ETHO Weight in IMCG Overlap
ADSK A 0.39% 1.12% 0.39%
ALNY D 0.57% 0.52% 0.52%
ANSS B 0.32% 0.5% 0.32%
AOS F 0.26% 0.11% 0.11%
AWK D 0.35% 0.23% 0.23%
BMRN D 0.25% 0.21% 0.21%
BRKR D 0.19% 0.08% 0.08%
BRO B 0.41% 0.47% 0.41%
BURL A 0.37% 0.3% 0.3%
CDW F 0.24% 0.42% 0.24%
CHD B 0.33% 0.47% 0.33%
COTY F 0.2% 0.04% 0.04%
DAY B 0.38% 0.2% 0.2%
DDOG A 0.34% 0.65% 0.34%
DECK A 0.37% 0.47% 0.37%
DFS B 0.43% 0.44% 0.43%
DOCU A 0.44% 0.28% 0.28%
DT C 0.37% 0.25% 0.25%
DXCM D 0.17% 0.53% 0.17%
EA A 0.4% 0.49% 0.4%
EL F 0.13% 0.26% 0.13%
ENPH F 0.16% 0.14% 0.14%
ENTG D 0.24% 0.16% 0.16%
EPAM C 0.29% 0.12% 0.12%
EW C 0.23% 0.71% 0.23%
EXAS D 0.24% 0.16% 0.16%
FFIV B 0.42% 0.1% 0.1%
FND C 0.26% 0.19% 0.19%
GDDY A 0.51% 0.43% 0.43%
GPN B 0.28% 0.21% 0.21%
GWW B 0.38% 0.92% 0.38%
HUBS A 0.36% 0.6% 0.36%
IDXX F 0.26% 0.61% 0.26%
IT C 0.37% 0.7% 0.37%
JKHY D 0.33% 0.22% 0.22%
KMB D 0.33% 0.28% 0.28%
LII A 0.41% 0.34% 0.34%
LPLA A 0.39% 0.41% 0.39%
MDB C 0.27% 0.35% 0.27%
MPWR F 0.29% 0.47% 0.29%
MRNA F 0.13% 0.09% 0.09%
MSCI C 0.35% 0.82% 0.35%
NBIX C 0.29% 0.21% 0.21%
NDSN B 0.31% 0.23% 0.23%
NTAP C 0.37% 0.22% 0.22%
NTNX A 0.38% 0.3% 0.3%
OKTA C 0.24% 0.21% 0.21%
PAYC B 0.37% 0.19% 0.19%
PAYX C 0.39% 0.81% 0.39%
PFGC B 0.37% 0.23% 0.23%
PODD C 0.51% 0.32% 0.32%
PSTG D 0.31% 0.26% 0.26%
PTC A 0.33% 0.4% 0.33%
RMD C 0.38% 0.6% 0.38%
ROK B 0.32% 0.57% 0.32%
ROST C 0.31% 0.8% 0.31%
SYY B 0.31% 0.65% 0.31%
TER D 0.31% 0.14% 0.14%
TRMB B 0.37% 0.2% 0.2%
TTWO A 0.4% 0.51% 0.4%
TWLO A 0.53% 0.28% 0.28%
URI B 0.39% 0.46% 0.39%
VEEV C 0.33% 0.55% 0.33%
VRSK A 0.4% 0.7% 0.4%
VRSN F 0.32% 0.27% 0.27%
WDAY B 0.33% 0.96% 0.33%
WRB A 0.33% 0.19% 0.19%
XYL D 0.31% 0.51% 0.31%
ZS C 0.35% 0.32% 0.32%
ETHO Overweight 216 Positions Relative to IMCG
Symbol Grade Weight
SFM A 0.73%
AGIO C 0.65%
TSLA B 0.61%
LITE B 0.6%
VCYT B 0.58%
FTDR A 0.56%
UTHR C 0.56%
IDCC A 0.56%
SASR B 0.55%
HLNE B 0.55%
PIPR B 0.54%
COLB A 0.53%
NVDA C 0.52%
CARG C 0.51%
PLNT A 0.5%
GKOS B 0.49%
AAON B 0.49%
PTGX C 0.48%
CAC B 0.48%
TMUS B 0.48%
EXEL B 0.48%
MATX C 0.48%
EXTR B 0.47%
SMAR A 0.47%
BKU A 0.47%
CPRX C 0.46%
BMI B 0.45%
BKNG A 0.45%
CAKE C 0.44%
CBSH A 0.44%
LQDT B 0.44%
ANET C 0.44%
NFLX A 0.44%
NOW A 0.44%
FFBC A 0.43%
CNS B 0.43%
FHN A 0.43%
MOD A 0.43%
MMSI B 0.43%
ASB B 0.42%
BRC D 0.42%
INGR B 0.42%
ZM B 0.42%
CMA A 0.42%
PYPL B 0.42%
AAPL C 0.42%
HWC B 0.42%
EPRT B 0.41%
FIBK A 0.41%
NYT C 0.41%
AXP A 0.41%
BOH B 0.41%
TGNA B 0.41%
BOKF B 0.41%
WTFC A 0.41%
AAT B 0.41%
MSEX B 0.41%
HBAN A 0.41%
BOX B 0.4%
KEY B 0.4%
HNI B 0.4%
LAD A 0.4%
AWR B 0.39%
TXN C 0.39%
PPBI B 0.39%
WBS A 0.39%
AJG B 0.39%
TJX A 0.39%
CSCO B 0.39%
ATEN B 0.39%
BE B 0.39%
ATR B 0.39%
AUB B 0.39%
SSNC B 0.38%
RUSHA C 0.38%
DEA D 0.38%
ITGR B 0.38%
NMIH D 0.38%
VRTX F 0.38%
PRI A 0.38%
CTS C 0.38%
ATRC C 0.38%
BUSE B 0.37%
REZI A 0.37%
CRM B 0.37%
ESI A 0.37%
BCPC B 0.37%
LZB B 0.37%
DBX B 0.37%
CWT D 0.37%
JBT B 0.37%
CARS B 0.36%
INFN C 0.36%
OMF A 0.36%
BERY B 0.36%
V A 0.36%
SCSC B 0.36%
VOYA B 0.36%
RL B 0.36%
ABG B 0.36%
PFSI D 0.36%
AMGN D 0.35%
TPH D 0.35%
HAE C 0.35%
ADI D 0.35%
OMC C 0.35%
CSGS B 0.35%
MA C 0.35%
INTU C 0.35%
NTCT C 0.34%
COLM B 0.34%
KR B 0.34%
LFUS F 0.34%
RARE D 0.34%
ZTS D 0.34%
SHOO D 0.34%
YETI C 0.34%
ADBE C 0.34%
PEN B 0.34%
PINC B 0.34%
GIII D 0.34%
GEF A 0.34%
OZK B 0.34%
MSFT F 0.33%
AGNC D 0.33%
MTH D 0.33%
ITW B 0.33%
VZ C 0.33%
XHR B 0.33%
FELE B 0.33%
CMG B 0.33%
SCS C 0.33%
AMTB B 0.33%
NOVT D 0.32%
BZH B 0.32%
TTGT C 0.32%
CGNX C 0.32%
KRO D 0.32%
RHI B 0.32%
HASI D 0.32%
PFE D 0.32%
CDNS B 0.32%
WTS B 0.32%
APLE B 0.32%
RHP B 0.32%
OLED D 0.32%
LCII C 0.31%
QCOM F 0.31%
SHO C 0.31%
PARA C 0.31%
VVV F 0.31%
ESNT D 0.31%
FC F 0.31%
BL B 0.31%
THR B 0.3%
MSA D 0.3%
SIGI C 0.3%
KLAC D 0.3%
CASS B 0.3%
POWI D 0.29%
AMAT F 0.29%
EPC D 0.29%
PLD D 0.29%
ALLY C 0.29%
IPG D 0.29%
ALG B 0.28%
VAC B 0.28%
ELAN D 0.28%
IONS F 0.28%
ROG D 0.28%
RMBS C 0.28%
SITE D 0.27%
MYRG B 0.27%
MKSI C 0.27%
REXR F 0.27%
IPGP D 0.27%
USNA C 0.27%
GNTX C 0.27%
SCL C 0.27%
LEVI F 0.27%
MXL C 0.26%
CYTK F 0.26%
AMKR D 0.26%
THS D 0.26%
RGEN D 0.26%
THRM D 0.25%
LRCX F 0.25%
AMD F 0.25%
COHU C 0.25%
ETSY D 0.25%
TREX C 0.24%
TPIC F 0.24%
IRBT F 0.24%
DENN D 0.24%
MRK F 0.24%
ARWR F 0.24%
MOV C 0.23%
HVT D 0.22%
LEA D 0.22%
CROX D 0.22%
CRI D 0.21%
LSCC D 0.21%
HPP F 0.21%
EB C 0.21%
ALLO F 0.2%
KELYA F 0.2%
PLUG F 0.19%
NOVA F 0.18%
HELE C 0.18%
PCRX C 0.18%
W F 0.18%
ATKR C 0.16%
AMN F 0.13%
EDIT F 0.13%
NVRO F 0.1%
CHGG D 0.07%
ETHO Underweight 230 Positions Relative to IMCG
Symbol Grade Weight
PLTR B -2.29%
FTNT C -1.07%
HLT A -1.06%
COIN C -1.05%
APP B -1.05%
FICO B -0.97%
TTD B -0.92%
AZO C -0.92%
DASH A -0.91%
CPRT A -0.86%
FAST B -0.82%
GEV B -0.82%
PWR A -0.82%
SQ B -0.81%
HWM A -0.8%
AME A -0.78%
VRT B -0.76%
AXON A -0.75%
DLR B -0.74%
ODFL B -0.72%
IR B -0.72%
HES B -0.71%
RCL A -0.66%
TEAM A -0.66%
VMC B -0.65%
A D -0.65%
AMP A -0.65%
YUM B -0.65%
CARR D -0.64%
MLM B -0.63%
MSTR C -0.63%
LULU C -0.62%
WAB B -0.6%
JCI C -0.58%
CMI A -0.58%
ARES A -0.54%
EFX F -0.53%
CSGP D -0.51%
VST B -0.5%
FCNCA A -0.48%
NEM D -0.47%
BR A -0.47%
NET B -0.47%
TPL A -0.46%
RBLX C -0.46%
TRV B -0.45%
TYL B -0.44%
MTD D -0.44%
PSA D -0.44%
CBRE B -0.43%
SBAC D -0.42%
TEL B -0.42%
OTIS C -0.42%
HUBB B -0.41%
EME C -0.41%
WST C -0.4%
COR B -0.39%
IQV D -0.39%
ALL A -0.38%
BKR B -0.38%
STE F -0.38%
D C -0.37%
TSCO D -0.37%
ILMN D -0.37%
CSL C -0.36%
STZ D -0.36%
GRMN B -0.36%
DOV A -0.34%
FSLR F -0.34%
INVH D -0.34%
LVS C -0.34%
PCG A -0.33%
CPAY A -0.33%
LYV A -0.33%
CPNG D -0.33%
IBKR A -0.33%
TRGP B -0.32%
WSO A -0.32%
RJF A -0.32%
FDS B -0.32%
FTV C -0.32%
TRU D -0.32%
DAL C -0.32%
NTRA B -0.31%
IRM D -0.3%
FWONK B -0.3%
IEX B -0.3%
CTVA C -0.3%
O D -0.29%
HOOD B -0.29%
MANH D -0.29%
WTW B -0.28%
FIX A -0.28%
AVB B -0.28%
DD D -0.28%
HEI B -0.28%
SUI D -0.27%
EQT B -0.27%
BAH F -0.26%
ROL B -0.26%
LNG B -0.26%
TW A -0.26%
DPZ C -0.26%
ZBRA B -0.26%
DELL C -0.26%
GGG B -0.26%
COO D -0.25%
HAL C -0.25%
MCHP D -0.25%
VLTO D -0.25%
GEHC F -0.25%
WAT B -0.24%
MKL A -0.24%
SAIA B -0.24%
HSY F -0.24%
DOW F -0.23%
CLX B -0.23%
CLH B -0.22%
PNR A -0.22%
KEYS A -0.21%
EXPE B -0.21%
LECO B -0.21%
TDY B -0.21%
NVT B -0.21%
AMH D -0.21%
KIM A -0.21%
NDAQ A -0.21%
ACGL D -0.21%
KDP D -0.21%
EXR D -0.21%
XPO B -0.2%
SNAP C -0.2%
EBAY D -0.2%
HEI B -0.2%
PPG F -0.2%
PHM D -0.2%
RPM A -0.2%
ZBH C -0.2%
J F -0.2%
TECH D -0.19%
ALGN D -0.19%
LW C -0.19%
TTEK F -0.19%
BALL D -0.19%
ON D -0.18%
EQR B -0.18%
BLDR D -0.18%
ERIE D -0.18%
WSM B -0.18%
CASY A -0.18%
DKNG B -0.18%
SRPT D -0.17%
MOH F -0.17%
CHDN B -0.17%
MKC D -0.17%
DRI B -0.17%
ACM A -0.16%
GEN B -0.16%
TSN B -0.16%
VTR C -0.16%
MORN B -0.16%
CINF A -0.16%
ESS B -0.16%
WMS D -0.16%
SMCI F -0.16%
JBHT C -0.16%
WING D -0.16%
PINS D -0.16%
ULTA F -0.15%
LUV C -0.15%
WYNN D -0.15%
LDOS C -0.15%
TXT D -0.14%
MEDP D -0.14%
JBL B -0.14%
ELS C -0.14%
AVY D -0.14%
UDR B -0.14%
AVTR F -0.14%
ALLE D -0.13%
GPC D -0.13%
MAS D -0.13%
USFD A -0.13%
CTRA B -0.13%
CNM D -0.13%
POOL C -0.12%
KMX B -0.12%
NRG B -0.12%
AZPN A -0.12%
SCI B -0.12%
INCY C -0.12%
MAA B -0.12%
CMS C -0.12%
SWK D -0.11%
CRL C -0.11%
BSY D -0.11%
APTV D -0.11%
RRX B -0.11%
ALB C -0.11%
SNA A -0.11%
BLD D -0.11%
UHS D -0.1%
CPT B -0.1%
TOL B -0.1%
RVTY F -0.1%
DLTR F -0.1%
PCOR B -0.1%
AKAM D -0.1%
FLEX A -0.09%
U C -0.09%
DKS C -0.09%
CE F -0.08%
HII D -0.08%
BJ A -0.08%
REG B -0.08%
ARE D -0.08%
AFG A -0.07%
DVA B -0.07%
CCK C -0.07%
MGM D -0.07%
CELH F -0.07%
TFX F -0.06%
QRVO F -0.06%
UHAL D -0.05%
HRL D -0.05%
WTRG B -0.05%
ALAB B -0.04%
FWONA B -0.03%
WLK D -0.03%
UHAL D -0.0%
Compare ETFs