STNC vs. WLDR ETF Comparison

Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to Affinity World Leaders Equity ETF (WLDR)
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

$29.26

Average Daily Volume

3,408

Number of Holdings *

35

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

Affinity World Leaders Equity ETF

WLDR Description The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.

Grade (RS Rating)

Last Trade

$31.02

Average Daily Volume

2,401

Number of Holdings *

70

* may have additional holdings in another (foreign) market
Performance
Period STNC WLDR
30 Days 0.31% 0.36%
60 Days 0.45% 2.32%
90 Days -2.42% -0.53%
12 Months 10.12% 23.04%
5 Overlapping Holdings
Symbol Grade Weight in STNC Weight in WLDR Overlap
CI D 3.75% 0.85% 0.85%
CNC D 3.21% 0.74% 0.74%
CTSH C 2.85% 1.78% 1.78%
ELV C 3.46% 1.02% 1.02%
HPQ C 3.22% 3.73% 3.22%
STNC Overweight 30 Positions Relative to WLDR
Symbol Grade Weight
GE D 4.53%
AVGO B 4.04%
BRO B 4.02%
TDG D 4.01%
GWW C 3.8%
HLT B 3.73%
MA C 3.68%
MSFT A 3.67%
AON C 3.66%
MKC C 3.6%
V C 3.44%
GOOGL A 3.43%
REGN B 3.41%
SNA F 3.32%
AFL B 3.25%
T B 3.2%
PSA B 3.12%
MMC B 3.03%
AAPL A 2.99%
NKE F 2.89%
APH B 2.49%
ADM C 2.14%
NFLX A 1.98%
CSX D 1.51%
OTIS B 1.32%
AVY D 1.2%
DHR D 0.75%
LOW D 0.27%
TXN B 0.26%
A D 0.21%
STNC Underweight 65 Positions Relative to WLDR
Symbol Grade Weight
AMAT B -3.86%
NTAP A -3.76%
DELL C -3.36%
META A -2.96%
AZO C -2.47%
WSM D -2.3%
APP B -2.1%
EBAY B -1.94%
IBM B -1.91%
JPM B -1.9%
SSNC B -1.84%
DOCU C -1.67%
VZ B -1.46%
CMCSA F -1.41%
MRK C -1.39%
OMC D -1.19%
BRK.A C -1.16%
MCK B -1.11%
EMN D -1.06%
SYF B -1.05%
CARR C -1.03%
CAT D -1.02%
BK B -1.02%
TROW C -0.93%
CAH D -0.86%
HCA C -0.85%
VTRS D -0.85%
PCAR D -0.83%
TEVA C -0.81%
RCL B -0.79%
ACI F -0.75%
CNM D -0.73%
KR C -0.73%
FANG B -0.72%
VLO D -0.66%
PSX D -0.65%
MPC D -0.63%
MGM B -0.62%
HMC D -0.62%
MO A -0.61%
VST C -0.58%
HOOD B -0.57%
UAL D -0.56%
AER B -0.55%
RGA C -0.54%
DAL D -0.54%
STLA F -0.54%
ETR D -0.52%
ALL D -0.52%
RNR D -0.51%
CCEP B -0.49%
EVRG D -0.49%
URI D -0.47%
F B -0.45%
TSN D -0.45%
PHM D -0.41%
SPG C -0.41%
LEN D -0.41%
DOC B -0.38%
TOL D -0.38%
VICI D -0.37%
TAP F -0.35%
HST D -0.35%
STLD D -0.27%
RS D -0.23%
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