Etho Climate Leadership U.S. ETF
Fund offered by:
ETFMG
Ticker: ETHOMember of USSIFsocially responsible
Mutual fund investment profile
Fossil fuel grade:
  
A
Shareclass ticker
ETHO
Data as of
Sep 30, 2021
Shareclass name
Etho Climate Leadership US ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$177.97 MILLION
Fund family
Fund category
Mid-Cap Growth
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuel totals
Total fossil fuel stock holdings
0
Total % invested in fossil fuel stocks
0%
Total assets invested in fossil fuel stocks
$0
Fossil fuel badges (legacy grade)
Fossil fuel grade
A
Clean200 totals
Total Clean200 stock holdings
22
Total % invested in Clean200 stocks
8.7%
Total assets invested in Clean200 stocks
$15.48 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on ETHO at Morningstar.com
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
Less invested in fossil fuels 
6.65% less invested
Lower carbon footprint 
30 tonnes CO2e/$1M USD lower
Less invested in Clean200 
5.96% less invested
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
Less invested in fossil fuels 
6.65% less invested
Lower carbon footprint 
30 tonnes CO2e/$1M USD lower
Less invested in Clean200 
5.96% less invested
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
Less invested in fossil fuels 
6.65% less invested
Lower carbon footprint 
30 tonnes CO2e/$1M USD lower
Less invested in Clean200 
5.96% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ETHO - Etho Climate Leadership U.S. ETF
35%
18%
18%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
6.65% 
Fund compared to benchmark
 
5.52%
1.6%
1.34%
/
6.65%  lower
Find more financial data on ETHO at Morningstar.com
What's next?
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