NETZ

$78.17 ()
AUM $144.4MER 0.75%NAV $66.85Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

26.8K

Dividend Yield

0.27%

Expense Ratio

0.75%

AUM

$144.4M

Shares Outstanding

5.7M

Sector Breakdown

SectorWeight %
Industrials65.98%
Utilities14.37%
Technology13.55%
Energy6.10%

Fund Information

Category
Industrials
Inception Date
Feb 3, 2022
Description
The fund is an actively-managed ETF that seeks to invest in companies that are creating value by transforming themselves and others to meet the growing demands of climate change. The Advisor intends to initially invest primarily in U.S. listed equity and American Depositary Receipts ("ADRs") securities of companies relevant to its investment theme and over time may invest in non-U.S. listed securities as market and investment opportunities change. The fund's investments may include micro-, small-, medium- and large-capitalization companies. It is non-diversified.

Similar ETFs

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VOVanguard Mid-Cap ETF$198.30B
VBVanguard Small-Cap ETF$164.60B
IJHiShares Core S&P Mid-Cap ETF$115.60B
VXFVanguard Extended Market ETF$81.60B
IWRiShares Russell Mid-Cap ETF$52.10B

The Engine No. 1 Transform Climate ETF (NETZ) is an exchange-traded fund that launched on Feb 3, 2022. It currently manages $144.4M in assets under management. The fund charges an expense ratio of 0.75%. It falls under the Industrials category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
3Y
+50.52%
5Y
+51.74%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

$78.17

52-Week Low

Current Yield

0.27%

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricNETZIndustrials(380 ETFs)Large Cap(419 ETFs)
Fund Info
Expense Ratio0.75%0.64%0.57%
AUM$144.4M$3.14B$8.43B
Dividend Yield0.27%2.03%1.85%
Avg Volume26.8K220.7K497.0K
Holdings265143
Performance
1-Month Return+6.01%+5.69%
6-Month Return+11.21%+4.91%
YTD Return+10.60%+3.76%
1-Year Return+41.06%+26.31%

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