Grizzle Growth ETF

Shareclass

Grizzle Growth ETF (DARP)

Type

Exchange-traded fund

Manager

Grizzle ETF

Gender equality score

/ 100 points

Overall score

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

Group ranking

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 1,338 out of 1,454 funds

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Groups

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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.

Grizzle Growth ETF DARP

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. Uber Technologies Inc
1.79% of assets
$83,877 invested
2. Microsoft Corp
4.63% of assets
$216,871 invested
3. Trane Technologies PLC Class A
4.13% of assets
$193,335 invested
4. Meta Platforms Inc Class A
8.21% of assets
$384,545 invested
5. Alphabet Inc Class A
6.75% of assets
$315,980 invested
6. Palo Alto Networks Inc
1.28% of assets
$59,755 invested
7. GE Vernova Inc
4.4% of assets
$205,839 invested
8. Amazon.com Inc
4.83% of assets
$225,972 invested
9. Apple Inc
4.57% of assets
$213,992 invested
10. ASML Holding NV ADR
3.12% of assets
$145,853 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. Vertiv Holdings Co Class A
11% of assets
$500,799 invested
2. NOV Inc
0.25% of assets
$11,485 invested
3. NextEra Energy Inc
0.64% of assets
$30,128 invested
4. Range Resources Corp
1.08% of assets
$50,349 invested
5. Applied Materials Inc
1.07% of assets
$50,161 invested
6. Coherent Corp
2.16% of assets
$100,986 invested
7. Micron Technology Inc
3.76% of assets
$175,878 invested
8. Arista Networks Inc
3.69% of assets
$172,904 invested
9. Antero Resources Corp
0.9% of assets
$42,093 invested
10. Tesla Inc
0.93% of assets
$43,519 invested

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Financial performance

Performance data provided by

Find more financial data on DARP at Morningstar.com

Gender Equality and Returns

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

DARP

Grizzle Growth ETF

Family

Grizzle ETF

Category

Large Growth

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: 6/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

2.05% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

DARP

Grizzle Growth ETF

Family

Grizzle ETF

Category

Large Growth

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: 6/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

2.05% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

DARP

Grizzle Growth ETF

Family

Grizzle ETF

Category

Large Growth

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: 6/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

2.05% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

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: 6/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
DARP - Grizzle Growth ETF

14%

22%

51 / 100 points

Benchmark

15%

20%

17%

14%

55 / 100 points

Fund compared to benchmark

-0.82%

2.05%

4 / 100 points lower

Find more financial data on DARP at Morningstar.com

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