STNC vs. IEDI ETF Comparison
Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to iShares Evolved U.S. Discretionary Spending ETF (IEDI)
STNC
Stance Equity ESG Large Cap Core ETF
STNC Description
The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.
Grade (RS Rating)
Last Trade
$31.30
Average Daily Volume
8,941
Number of Holdings
*
33
* may have additional holdings in another (foreign) market
IEDI
iShares Evolved U.S. Discretionary Spending ETF
IEDI Description
The investment seeks to provide access to U.S. companies with discretionary spending exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization discretionary spending companies. It will hold common stock of those companies that fall into the Discretionary Spending Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as consumer discretionary companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.76
Average Daily Volume
3,141
Number of Holdings
*
200
* may have additional holdings in another (foreign) market
Performance
| Period | STNC | IEDI |
|---|---|---|
| 30 Days | 4.34% | 5.06% |
| 60 Days | 10.55% | 12.47% |
| 90 Days | 6.99% | 6.98% |
| 12 Months | 25.10% | 38.77% |
13 Overlapping Holdings
| Symbol | Grade | Weight in STNC | Weight in IEDI | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.49% | 0.14% | 0.14% | |
| CMG | C | 3.85% | 3.38% | 3.38% | |
| CTAS | C | 1.14% | 0.86% | 0.86% | |
| DIS | D | 2.9% | 0.31% | 0.31% | |
| HD | A | 1.05% | 12.26% | 1.05% | |
| HLT | A | 2.89% | 1.06% | 1.06% | |
| MA | A | 3.31% | 0.38% | 0.38% | |
| MCD | A | 3.44% | 1.65% | 1.65% | |
| NKE | D | 1.57% | 1.57% | 1.57% | |
| SBUX | B | 2.71% | 1.84% | 1.84% | |
| SYY | D | 3.33% | 0.33% | 0.33% | |
| TJX | D | 4.06% | 4.06% | 4.06% | |
| TSN | D | 3.48% | 0.14% | 0.14% |
STNC Overweight 20 Positions Relative to IEDI
STNC Underweight 187 Positions Relative to IEDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| COST | C | -8.74% | |
| AMZN | C | -7.95% | |
| WMT | A | -7.6% | |
| LOW | C | -4.23% | |
| ORLY | A | -2.44% | |
| ROST | D | -2.1% | |
| TGT | C | -2.09% | |
| AZO | D | -1.48% | |
| MAR | A | -1.14% | |
| UBER | C | -1.02% | |
| TSCO | A | -1.01% | |
| KR | C | -0.96% | |
| ULTA | D | -0.87% | |
| YUM | C | -0.81% | |
| DASH | A | -0.77% | |
| DRI | C | -0.75% | |
| V | B | -0.74% | |
| BURL | C | -0.69% | |
| DG | F | -0.68% | |
| WSM | C | -0.63% | |
| META | A | -0.59% | |
| WING | C | -0.55% | |
| DLTR | F | -0.54% | |
| DKS | D | -0.54% | |
| DECK | B | -0.54% | |
| PG | D | -0.53% | |
| FERG | F | -0.53% | |
| INTU | F | -0.49% | |
| CASY | D | -0.46% | |
| DPZ | D | -0.45% | |
| TXRH | A | -0.44% | |
| SQ | D | -0.43% | |
| ABNB | D | -0.43% | |
| RCL | B | -0.43% | |
| FND | C | -0.41% | |
| PYPL | A | -0.38% | |
| SFM | A | -0.36% | |
| CPRT | B | -0.36% | |
| STZ | D | -0.33% | |
| BBY | C | -0.33% | |
| KMX | F | -0.33% | |
| CVNA | A | -0.29% | |
| DKNG | C | -0.29% | |
| BJ | B | -0.28% | |
| PLNT | B | -0.27% | |
| CHDN | C | -0.26% | |
| CAVA | B | -0.26% | |
| USFD | C | -0.24% | |
| OLLI | C | -0.24% | |
| EXPE | B | -0.24% | |
| BBWI | F | -0.24% | |
| GWW | B | -0.23% | |
| TPR | B | -0.22% | |
| EBAY | A | -0.21% | |
| FAST | C | -0.21% | |
| MUSA | D | -0.21% | |
| CROX | C | -0.2% | |
| FIVE | D | -0.2% | |
| LAD | C | -0.2% | |
| PFGC | A | -0.2% | |
| CCL | C | -0.19% | |
| RH | C | -0.19% | |
| GAP | F | -0.18% | |
| WH | C | -0.18% | |
| POOL | D | -0.18% | |
| ASO | D | -0.17% | |
| HRB | C | -0.17% | |
| LUV | B | -0.17% | |
| MGM | D | -0.17% | |
| BOOT | B | -0.17% | |
| GDDY | B | -0.16% | |
| LYV | A | -0.16% | |
| MCK | F | -0.16% | |
| UPS | D | -0.16% | |
| MTN | D | -0.15% | |
| HST | D | -0.15% | |
| TOL | C | -0.15% | |
| TOST | B | -0.15% | |
| ACI | F | -0.15% | |
| FDX | F | -0.14% | |
| AN | D | -0.14% | |
| ARMK | C | -0.14% | |
| SKX | B | -0.14% | |
| TPX | C | -0.14% | |
| CZR | B | -0.14% | |
| MAS | C | -0.13% | |
| NCLH | C | -0.13% | |
| PINS | D | -0.13% | |
| RL | B | -0.13% | |
| KTB | C | -0.13% | |
| ABG | D | -0.12% | |
| SIG | C | -0.12% | |
| CPRI | C | -0.12% | |
| FRPT | A | -0.12% | |
| M | D | -0.12% | |
| W | C | -0.12% | |
| EAT | A | -0.12% | |
| CL | D | -0.11% | |
| NFLX | A | -0.11% | |
| ELF | F | -0.11% | |
| BYD | B | -0.11% | |
| Z | C | -0.11% | |
| GPC | D | -0.11% | |
| SCI | D | -0.11% | |
| AEO | C | -0.11% | |
| SHOO | A | -0.11% | |
| WYNN | B | -0.11% | |
| SHAK | A | -0.11% | |
| ANF | D | -0.1% | |
| H | B | -0.1% | |
| CHH | A | -0.1% | |
| VVV | D | -0.1% | |
| PH | A | -0.1% | |
| BFAM | C | -0.1% | |
| VFC | A | -0.1% | |
| DHI | C | -0.09% | |
| URBN | F | -0.09% | |
| LULU | D | -0.09% | |
| VICI | C | -0.09% | |
| WEN | B | -0.09% | |
| CRI | D | -0.09% | |
| SITE | D | -0.09% | |
| DUOL | B | -0.09% | |
| WBA | F | -0.08% | |
| PZZA | D | -0.08% | |
| FCFS | F | -0.08% | |
| RHP | B | -0.08% | |
| JWN | D | -0.08% | |
| FLO | D | -0.08% | |
| IPG | D | -0.08% | |
| LNW | F | -0.07% | |
| RRR | D | -0.07% | |
| TNL | B | -0.07% | |
| FL | F | -0.07% | |
| GME | D | -0.07% | |
| KSS | D | -0.07% | |
| UAL | A | -0.07% | |
| ETSY | F | -0.07% | |
| ALK | C | -0.07% | |
| MSGS | A | -0.06% | |
| GO | F | -0.06% | |
| MTCH | B | -0.06% | |
| COLM | B | -0.06% | |
| AAP | F | -0.06% | |
| LANC | F | -0.06% | |
| CAKE | A | -0.06% | |
| LYFT | D | -0.06% | |
| SNAP | D | -0.06% | |
| VAC | D | -0.05% | |
| RHI | D | -0.05% | |
| HGV | F | -0.05% | |
| HON | C | -0.05% | |
| INVH | D | -0.05% | |
| COTY | F | -0.05% | |
| IAC | C | -0.05% | |
| MAT | B | -0.05% | |
| ROL | C | -0.05% | |
| APLE | B | -0.04% | |
| MSM | D | -0.04% | |
| CBRL | D | -0.04% | |
| TKO | A | -0.04% | |
| AAL | D | -0.04% | |
| BLMN | F | -0.04% | |
| IPAR | D | -0.03% | |
| UHAL | C | -0.03% | |
| JACK | F | -0.03% | |
| DDS | D | -0.03% | |
| TTWO | D | -0.03% | |
| CHE | D | -0.03% | |
| HOOD | B | -0.03% | |
| GIS | C | -0.03% | |
| OMC | C | -0.03% | |
| FOUR | A | -0.03% | |
| PRKS | C | -0.03% | |
| PVH | D | -0.02% | |
| CAR | D | -0.02% | |
| MIDD | D | -0.02% | |
| OXM | F | -0.02% | |
| PK | D | -0.02% | |
| CLX | C | -0.02% | |
| DRVN | C | -0.02% | |
| BLD | D | -0.02% | |
| ZTS | C | -0.02% | |
| LOPE | D | -0.02% | |
| MKC | C | -0.02% | |
| VSTS | D | -0.02% | |
| SNA | C | -0.01% |
STNC: Top Represented Industries & Keywords
Industries:
Restaurants
Business Services
Credit Services
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Apparel Stores
Asset Management
Banks - Global
Biotechnology
Consumer Electronics
Drug Manufacturers - Major
Farm Products
Financial Data & Stock Exchanges
Food Distribution
Footwear & Accessories
Gold
Health Care Plans
Home Improvement Stores
Lodging
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Financial Products
Clothing
Retail Store
Risk Management Services
Advisory Services
Atopic Dermatitis
Bank
Banking
Breakfast
Business Process Outsourcing
Business Process Outsourcing Services
CRM
Carpet
Cash Management
Computing
Dairy Products
IEDI: Top Represented Industries & Keywords
Industries:
Specialty Retail
Restaurants
Apparel Stores
Apparel Manufacturing
Leisure
Resorts & Casinos
Discount Stores
Auto & Truck Dealerships
Footwear & Accessories
Household & Personal Products
Internet Content & Information
Lodging
Grocery Stores
Industrial Distribution
Packaged Foods
Software - Application
Airlines
Credit Services
Department Stores
Media - Diversified
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