Defiance Large Cap ex-Mag 7 ETF

Shareclass

Defiance Large Cap ex-Mag 7 ETF (XMAG)

Type

Exchange-traded fund

Manager

Defiance ETFs

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

33.7

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 960 out of 1,447 funds

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Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Defiance Large Cap ex-Mag 7 ETF XMAG

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. International Flavors & Fragrances Inc
0.05% of assets
$17,303 invested
2. Procter & Gamble Co
1.14% of assets
$404,508 invested
3. Dow Inc
0.05% of assets
$18,419 invested
4. Marriott International Inc Class A
0.19% of assets
$66,485 invested
5. Bank of America Corp
0.97% of assets
$344,346 invested
6. Biogen Inc
0.05% of assets
$18,300 invested
7. Boston Scientific Corp
0.44% of assets
$158,101 invested
8. Welltower Inc
0.29% of assets
$103,676 invested
9. Mastercard Inc Class A
1.35% of assets
$480,192 invested
10. Citigroup Inc
0.4% of assets
$144,012 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Carvana Co Class A
0.1% of assets
$35,006 invested
2. Shopify Inc Registered Shs -A- Subord Vtg
0.37% of assets
$132,953 invested
3. Roblox Corp Ordinary Shares - Class A
0.13% of assets
$46,795 invested
4. Lennar Corp Class A
0.07% of assets
$23,868 invested
5. Rollins Inc
0.06% of assets
$21,068 invested
6. Strategy Class A
0.25% of assets
$90,420 invested
7. Palantir Technologies Inc Ordinary Shares - Class A
0.8% of assets
$283,459 invested
8. Markel Group Inc
0.07% of assets
$25,242 invested
9. Old Dominion Freight Line Inc Ordinary Shares
0.08% of assets
$28,831 invested
10. Super Micro Computer Inc
0.06% of assets
$20,610 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on XMAG at Morningstar.com

Gender Equality and Returns

Less than one year of returns available

Benchmarking tool

Current fund

XMAG

Defiance Large Cap ex-Mag 7 ETF

Family

Defiance ETFs

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

1 / 100 points lower

Higher gender balance in leadership and workforce score

1 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XMAG

Defiance Large Cap ex-Mag 7 ETF

Family

Defiance ETFs

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

1 / 100 points lower

Higher gender balance in leadership and workforce score

1 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XMAG

Defiance Large Cap ex-Mag 7 ETF

Family

Defiance ETFs

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

1 / 100 points lower

Higher gender balance in leadership and workforce score

1 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
XMAG - Defiance Large Cap ex-Mag 7 ETF

54 / 100 points

Benchmark

13%

14%

16%

13%

55 / 100 points

Fund compared to benchmark

Less than one year of returns available

1 / 100 points lower

Find more financial data on XMAG at Morningstar.com

What's next?

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Action toolkit

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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