SOLR vs. MDPL ETF Comparison

Comparison of SmartETFs Sustainable Energy II ETF (SOLR) to Monarch Dividend Plus Index ETF (MDPL)
SOLR

SmartETFs Sustainable Energy II ETF

SOLR Description

SmartETFs Sustainable Energy II ETF is an exchange traded fund launched and managed by Guinness Atkinson Asset Management, Inc. The fund is co-managed by Penserra Capital Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy and sustainable energy companies sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. SmartETFs Sustainable Energy II ETF was formed on November 11, 2020 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.64

Average Daily Volume

243

Number of Holdings *

19

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

Monarch Dividend Plus Index ETF

MDPL Description MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.

Grade (RS Rating)

Last Trade

$26.17

Average Daily Volume

5,385

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period SOLR MDPL
30 Days -4.69% -1.44%
60 Days -1.62% -1.10%
90 Days 3.00% 1.97%
12 Months 15.71%
1 Overlapping Holdings
Symbol Grade Weight in SOLR Weight in MDPL Overlap
OC B 3.73% 3.43% 3.43%
SOLR Overweight 18 Positions Relative to MDPL
Symbol Grade Weight
HUBB B 4.73%
NEE D 4.62%
ETN B 4.49%
TT C 4.38%
ORA B 3.69%
ITRI A 3.49%
ON D 3.39%
NXPI C 3.21%
IBP F 3.0%
APTV F 2.96%
FSLR C 2.94%
ST F 2.9%
THRM D 1.82%
AMRC C 1.8%
CSIQ D 1.65%
ENPH F 1.31%
SEDG F 0.19%
TPIC F 0.17%
SOLR Underweight 29 Positions Relative to MDPL
Symbol Grade Weight
RGLD B -3.59%
MKTX B -3.53%
GPK D -3.49%
TAP D -3.48%
KR A -3.46%
CABO C -3.43%
JNJ D -3.42%
CMCSA A -3.41%
STLD A -3.39%
CAG D -3.38%
NXST A -3.38%
SJM F -3.38%
WTW A -3.38%
SSNC D -3.36%
ALSN A -3.35%
EQT C -3.34%
AMCR D -3.34%
CTSH D -3.33%
G C -3.33%
DG F -3.33%
SON F -3.31%
MCHP F -3.29%
BC C -3.27%
MRK F -3.26%
FANG F -3.13%
OVV F -3.12%
CI D -3.07%
CVS F -2.84%
ELV F -2.82%
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