ETHOAmplify Etho Climate Leadership U.S. ETF

Grow my money10y track recordRanked #1,336 of 2,960 in this goal

Seeks investment results that generally correlate to the total return performance of the Etho Climate Leadership Index — US.

By Amplify ETFs · Launched 2015

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$179M

#2,386 of 5,562 · mid-size

Return (1Y)Goal

+38.4%

Track Record

10 years

#1,365 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,359+33.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

Etho Climate Leadership Index - US

What it actually holds

By weight

Concentration

Top 10 holdings = 10.0% of fund✓ well diversified

Lumentum Holdings Inc

1.6%

Arrowhead Pharmaceuticals Inc

1.4%

Bloom Energy Corp

1.2%

Invesco Government & Agency Po

1.1%

Ciena Corp

1.1%

Sunrun Inc

0.9%

Wayfair Inc

0.9%

Five Below Inc

0.7%

MongoDB Inc

0.7%

Teradyne Inc

0.6%

Asset allocation

Stocks

99.8%

Cash

0.2%

Other

0.0%

By sector

Technology

28.7%

Industrials

15.9%

Healthcare

12.3%

Financial Services

12.2%

Consumer Cyclical

10.2%

Real Estate

6.3%

Consumer Defensive

4.4%

Communication

4.3%

Other

5.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.9%Moderate

Year-on-year price swings

Max drawdown

-36.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.63Decent risk-adjusted returns

Sortino (3Y)

0.93Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that generally correlate to the total return performance of the Etho Climate Leadership Index — US.
Strategy: Invests primarily in securities of companies that comprise the Etho Climate Leadership Index — US, using a passive indexing approach. The Fund does not attempt to outperform the Index.
Inception date: November 18, 2015
Fund family: Amplify ETFs