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TrueShares ESG Active Opportunities ETF

ECOZ
$--
Today’s Change
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Snapshot
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Inception Date
Mar 02 2020
Expense Ratio
0.58%
Type
US Equities
Fund Owner
TrueShares
Volume (1m avg. daily)
$4,235
AUM
$6,104,017
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

GWW
W.W. Grainger Inc.
3.84%
ENPH
Enphase Energy Inc
3.53%
ROK
Rockwell Automation Inc
3.38%
MSFT
Microsoft Corporation
3.23%
TSLA
Tesla Inc
3.21%
NVDA
NVIDIA Corp
3.05%
AAPL
Apple Inc
3.01%
AXP
American Express Co.
2.91%
COST
Costco Wholesale Corp
2.84%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
2.75%
Invest with ECOZ

What is ECOZ?

ECOZ seeks to provide total return by actively managing a diversi ed portfolio of large U.S. companies with attractive investment pro les that have also been screened to ensure they meet certain proprietary Environmental, Social, and Governance (ESG) standards, including a particular emphasis on carbon footprint.

ETFs related toECOZ

ETFs correlated to ECOZ include ESGV, JGRO, ITOT

ECOZ
Listed Funds Trust - TrueShares ESG Active Opportunities ETF
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF
JGRO
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
SFY
Tidal ETF Trust - SoFi Select 500 ETF
VTI
Vanguard Group, Inc. - Vanguard Total Stock Market ETF
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
SCHK
Schwab Strategic Trust - Schwab 1000 Index ETF
NULG
Nuveen Fund Advisors LLC - Nuveen ESG Large-Cap Growth ETF
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toECOZ

#SIN

Safety in Sin Stocks

Category

Grow Your Portfolio

Risk Rating

Aggressive

#DALIO

The Dalio

Category

Classic

Risk Rating

Conservative

Create your own algorithmic trading strategy with ECOZ using Composer

FAQ

ECOZ is a US Equities ETF. ECOZ seeks to provide total return by actively managing a diversi ed portfolio of large U.S. companies with attractive investment pro les that have also been screened to ensure they meet certain proprietary Environmental, Social, and Governance (ESG) standards, including a particular emphasis on carbon footprint.

The top holdings for ECOZ include W.W. Grainger Inc., Enphase Energy Inc, and Rockwell Automation Inc.

ECOZ has 61 total holdings.

Yes, ECOZ is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, ECOZ is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on ECOZ is 0.0953%. This is the percent change in the value of ECOZ over the most recent 1-month period. The 3-month return on ECOZ is 0.1208%. This is the percent change in the value of ECOZ over the most recent 3-month period.

The standard deviation of ECOZ for the past year is 0.2667%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to ECOZ include SPLV, SPHQ, and DSI.

ETFs correlated to ECOZ include ESGV, JGRO, and ITOT.

ETFs that are inversely correlated to ECOZ include SPXU, SPXS, and SDS.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.