ETHO:ARCA-Etho Climate Leadership U.S. (USD)

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 61.0256

Change

0.00 (0.00)%

Market Cap

USD 0.18B

Volume

1.05K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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" 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.

Inception Date: 18/11/2015

Primary Benchmark: Etho Climate Leadership TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.45 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Mer Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth.. 0.24 %

+0.03 (+0.02%)

USD 17.84B
VOT Vanguard Mid-Cap Growth Index .. 0.07 %

-0.44 (-0.17%)

USD 15.74B
IJK iShares S&P Mid-Cap 400 Growth.. 0.24 %

+0.46 (+0.50%)

USD 9.31B
XMMO Invesco S&P MidCap Momentum ET.. 0.39 %

+0.38 (+0.30%)

USD 4.07B
IVOG Vanguard S&P Mid-Cap 400 Growt.. 0.20 %

+0.26 (+0.23%)

USD 1.13B
CWS AdvisorShares Focused Equity E.. 0.68 %

+0.09 (+0.13%)

USD 0.18B
IPO Renaissance IPO ETF 0.60 %

+0.31 (+0.69%)

USD 0.16B
BFOR Barron's 400 ETF 0.65 %

+0.35 (+0.47%)

USD 0.15B
PEXL Pacer US Export Leaders ETF 0.60 %

+0.14 (+0.29%)

USD 0.06B
HAIL SPDR S&P Kensho Smart Mobility 0.46 %

+0.57 (+1.98%)

USD 0.02B

ETFs Containing ETHO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.76% 19% F 61% D-
Dividend Return 0.48% 50% F 5% F
Total Return 10.25% 19% F 54% F
Trailing 12 Months  
Capital Gain 9.29% 28% F 62% D
Dividend Return 0.48% 36% F 5% F
Total Return 9.77% 28% F 55% F
Trailing 5 Years  
Capital Gain 42.09% 22% F 71% C-
Dividend Return 6.09% 83% B 17% F
Total Return 48.17% 28% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.22% 39% F 65% D
Dividend Return 11.09% 44% F 62% D
Total Return 0.87% 83% B 22% F
Risk Return Profile  
Volatility (Standard Deviation) 22.80% 83% B 48% F
Risk Adjusted Return 48.64% 56% F 63% D
Market Capitalization 0.18B 50% F 35% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.