ETHO
Etho Climate Leadership U.S. ETFETHO Fund Description
ETHO tracks the performance of an equal-weighted index that selects US stocks that exhibit the least carbon impact within its industry. Certain industries are excluded altogether.
ETHO Factset Analytics Insight
ETHO tracks an index of US equities with the most climate efficiency within their own sectors. Each company is measured according to their climate impact, which is calculated based on total greenhouse gas emissions from operations, fuel use, supply chain, and business activities, divided by market capitalization. The top scoring half in each industry is selected, while simultaneously excluding all companies in energy, tobacco, aerospace and defense, gambling, gold, and silver sub-industries. Equal weighting is applied to all selected companies, which gives smaller capitalization stocks more weight within the index relative to a market capitalization weighting approach. Given the industry screens and equal weighting, ETHO carries greater active risk than some peer ESG funds which track closer to cap-weighted exposure. Overall, the fund provides a clear and distinct selection method for environmentally-conscious investors. The Index is reconstituted and rebalanced annually.
ETHO MSCI ESG Analytics Insight
Etho Climate Leadership U.S. ETF has an MSCI ESG Fund Rating of A based on a score of 6.90 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Etho Climate Leadership U.S. ETF ranks in the 71st percentile within its peer group and in the 87th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ETHO MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ETHO Summary Data
ETHO Portfolio Data
ETHO Index Data
ETHO Portfolio Management
ETHO Tax Exposures
ETHO Fund Structure
ETHO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ETHO. ETHO is rated a 5 out of 5.
ETHO Tradability
ETHO Sector/Industry Breakdown
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ETHO Top 10 Holdings[View All]
ETHO Countries
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ETHO Regions
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ETHO Economic Development
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ETHO Performance Statistics
ETHO MSCI ESG Ratings
ETHO Benchmark Comparison Summary
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ETHO Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.