Etho Climate Leadership U.S. ETF
Fund offered by:
ETFMG
Ticker: ETHOMember of USSIFsocially responsible
Gender equality score
Gender equality score

40
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
39.9
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,437 out of 2,391 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
20/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
4/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Does not screen investments on diversity and equal employment opportunity policies.  More
US-SIF member fund managers: want to update your statement?  Contact us
Top scoring holdings
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. Verizon Communications Inc
    0.34% of assets
    $609,233 invested
  • 2. Illumina Inc
    0.39% of assets
    $687,103 invested
  • 3. MetLife Inc
    0.38% of assets
    $667,857 invested
  • 4. Biogen Inc
    0.37% of assets
    $657,952 invested
  • 5. Merck & Co Inc
    0.36% of assets
    $641,815 invested
  • 6. AT&T Inc
    0.33% of assets
    $588,062 invested
  • 7. Mastercard Inc Class A
    0.36% of assets
    $635,559 invested
  • 8. Sunrun Inc
    0.27% of assets
    $473,440 invested
  • 9. Visa Inc Class A
    0.39% of assets
    $685,847 invested
  • 10. Etsy Inc
    0.38% of assets
    $670,879 invested
Bottom scoring holdings
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. Interactive Brokers Group Inc Class A
    0.31% of assets
    $556,572 invested
  • 2. Cannae Holdings Inc Ordinary Shares
    0.29% of assets
    $510,982 invested
  • 3. Copart Inc
    0.47% of assets
    $830,933 invested
  • 4. Amerco Inc
    0.39% of assets
    $686,084 invested
  • 5. American National Group Inc
    0.65% of assets
    $1.15M invested
  • 6. NVR Inc
    0.37% of assets
    $661,583 invested
  • 7. SouthState Corp
    0.35% of assets
    $624,241 invested
  • 8. Liberty Broadband Corp C
    0.42% of assets
    $748,482 invested
  • 9. Tesla Inc
    0.42% of assets
    $755,318 invested
  • 10. Landstar System Inc
    0.35% of assets
    $623,231 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on ETHO at Morningstar.com
Gender Equality and Returns
Returns chart for Etho Climate Leadership U.S. ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
ETHO
Etho Climate Leadership U.S. ETF
Family
ETFMG
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
1.34% more  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
ETHO
Etho Climate Leadership U.S. ETF
Family
ETFMG
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
1.34% more  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
ETHO
Etho Climate Leadership U.S. ETF
Family
ETFMG
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
1.34% more  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
ETHO - Etho Climate Leadership U.S. ETF
35%
18%
18%
/
40  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
49  / 100 points
Fund compared to benchmark
 
5.52%
1.6%
1.34%
/
9  / 100 points lower
Find more financial data on ETHO at Morningstar.com
What's next?
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