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

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 58.247

Change

+0.95 (+1.66)%

Market Cap

USD 0.18B

Volume

2.90K

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: 2024-03-27 )

Largest Industry Peers for Mid-Cap Growth

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

+0.52 (+0.48%)

USD 14.98B
VOT Vanguard Mid-Cap Growth Index .. 0.07 %

+1.66 (+0.74%)

USD 12.34B
IJK iShares S&P Mid-Cap 400 Growth.. 0.24 %

+0.26 (+0.30%)

USD 9.44B
MDYG SPDR® S&P 400 Mid Cap Growth .. 0.15 %

+0.23 (+0.28%)

USD 2.87B
XMMO Invesco S&P MidCap Momentum ET.. 0.39 %

+0.26 (+0.24%)

USD 1.60B
IVOG Vanguard S&P Mid-Cap 400 Growt.. 0.20 %

+0.43 (+0.40%)

USD 0.95B
RFG Invesco S&P MidCap 400® Pure .. 0.35 %

+0.29 (+0.60%)

USD 0.33B
IPO Renaissance IPO ETF 0.60 %

+0.81 (+2.16%)

USD 0.17B
CWS AdvisorShares Focused Equity E.. 0.68 %

+0.10 (+0.16%)

USD 0.14B
BFOR Barron's 400 ETF 0.65 %

+0.24 (+0.36%)

USD 0.14B

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 4.77% 13% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.77% 13% F 53% F
Trailing 12 Months  
Capital Gain 14.37% 13% F 61% D-
Dividend Return 1.14% 53% F 13% F
Total Return 15.51% 13% F 55% F
Trailing 5 Years  
Capital Gain 56.83% 29% F 73% C
Dividend Return 5.78% 93% A 19% F
Total Return 62.61% 29% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.39% 25% F 71% C-
Dividend Return 10.22% 25% F 68% D+
Total Return 0.83% 94% A 22% F
Risk Return Profile  
Volatility (Standard Deviation) 22.94% 88% B+ 50% F
Risk Adjusted Return 44.53% 63% D 72% C
Market Capitalization 0.18B 50% F 31% 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.