SmartETFs Sustainable Energy II ETF

Shareclass

SmartETFs Sustainable Energy II ETF (SOLR)

Type

Exchange-traded fund

Manager

SmartETFs

Gender equality score

/ 100 points

Overall score

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

Group ranking

73.5

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 231 out of 867 funds

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Groups

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. Iberdrola SA
6.13% of assets
$235,249 invested
2. Schneider Electric SE
4.72% of assets
$181,369 invested
3. Johnson Matthey PLC
2.63% of assets
$100,985 invested
4. Legrand SA
4.94% of assets
$189,613 invested
5. Siemens AG
4.78% of assets
$183,489 invested
6. Orsted AS
2.41% of assets
$92,566 invested
7. First Solar Inc
2.32% of assets
$89,081 invested
8. Trane Technologies PLC Class A
5.09% of assets
$195,488 invested
9. Owens-Corning Inc
2.63% of assets
$100,915 invested
10. SPIE SA
4.18% of assets
$160,615 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. Canadian Solar Inc
1.32% of assets
$50,728 invested
2. Installed Building Products Inc
2.54% of assets
$97,508 invested
3. Itron Inc
4.01% of assets
$154,137 invested
4. Enphase Energy Inc
1.12% of assets
$43,074 invested
5. Ormat Technologies Inc
3.63% of assets
$139,247 invested
6. NextEra Energy Inc
4.6% of assets
$176,563 invested
7. Hubbell Inc
4.35% of assets
$167,063 invested
8. ON Semiconductor Corp
2.06% of assets
$79,003 invested
9. Vestas Wind Systems AS
2.07% of assets
$79,661 invested
10. Ameresco Inc Class A
0.81% of assets
$31,018 invested

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Financial performance

Performance data provided by

Find more financial data on SOLR at Morningstar.com

Gender Equality and Returns

Returns chart for SmartETFs Sustainable Energy II 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

SOLR

SmartETFs Sustainable Energy II ETF

Family

SmartETFs

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

14% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

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

SOLR

SmartETFs Sustainable Energy II ETF

Family

SmartETFs

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

14% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

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

SOLR

SmartETFs Sustainable Energy II ETF

Family

SmartETFs

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

14% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

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: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SOLR - SmartETFs Sustainable Energy II ETF

-10.66%

-3.31%

53 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

-22.86%

-13.77%

2 / 100 points lower

Find more financial data on SOLR at Morningstar.com

What's next?

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

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

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