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Climate ETF Offers A Scorecard on Business Environmental Efficiency

Climate ETF Offers A Scorecard on Business Environmental Efficiency

Assessment

Interactive Video

Business

University

Practice Problem

Hard

Created by

Wayground Content

FREE Resource

The Etho fund, trading under the ticker ethos, selects U.S. stocks with the smallest carbon footprint in their industries. It calculates emissions from operations, fuel use, supply chain, and business activities, dividing by market cap. The fund excludes sectors like energy, tobacco, aerospace, defense, and gambling, with 260 holdings leaning towards tech, financials, and industrials. Prominent names include SunPower, Cypress, Adobe, and Dexcom. Etho has $50 million in assets, costs 49 basis points, and has returned 60% since 2015, outperforming the S&P 500. It receives a green light in Bloomberg's Traffic Light system.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the approximate asset value of Dexcom Etho?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the fund's performance since its launch?

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