Find Comparable ETFs for iShares MSCI USA ESG Select ETF
iShares MSCI USA ESG Select ETF
SUSA - PCXiShares Core S&P Total U.S. Stock Market ETF
ITOT - PCXiShares MSCI USA ESG Select ETF combines broad U.S. market exposure with a focus on sustainability, appealing to investors interested in socially responsible investing alongside ITOT.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 96%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 5
- ITOT in SUSA's comparables: No
- SUSA in ITOT's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 18.56 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ITOT Beta: 1.02 (Average)
- SUSA Beta: 1.02 (Average)
- ITOT 200-day Volatility: 11.99%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ITOT Price vs 200-day MA: 104%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | ITOT | SUSA |
|---|---|---|
| Year_1 | 19% | 19% |
| Year_3 | 7% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ITOT Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares ESG Aware MSCI USA ETF
ESGU - NGM
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 97%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 7
- ESGU in SUSA's comparables: Yes
- SUSA in ESGU's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 19.78 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ESGU Beta: 1.02 (Average)
- SUSA Beta: 1.02 (Average)
- ESGU 200-day Volatility: 11.89%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ESGU Price vs 200-day MA: 101%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | ESGU | SUSA |
|---|---|---|
| Year_1 | 20% | 19% |
| Year_3 | 7% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: NGM vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ESGU Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares Russell 1000 ETF
IWB - PCXThis ETF focuses on large-cap U.S. stocks with strong ESG ratings, making it a socially responsible investment option that parallels IWB's exposure to large-cap equities.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 96%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 5
- IWB in SUSA's comparables: No
- SUSA in IWB's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 19.16 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- IWB Beta: 1.01 (Average)
- SUSA Beta: 1.02 (Average)
- IWB 200-day Volatility: 11.71%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- IWB Price vs 200-day MA: 102%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | IWB | SUSA |
|---|---|---|
| Year_1 | 20% | 19% |
| Year_3 | 7% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- IWB Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard ESG U.S. Stock ETF
ESGV - BTSThe iShares MSCI USA ESG Select ETF also focuses on U.S. equities with strong ESG ratings, making it a direct competitor to ESGV in the socially responsible investment space.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 97%
R-squared: 93%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 7
- ESGV in SUSA's comparables: No
- SUSA in ESGV's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 21.00 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- ESGV Beta: 1.03 (Average)
- SUSA Beta: 1.02 (Average)
- ESGV 200-day Volatility: 12.89%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- ESGV Price vs 200-day MA: 102%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | ESGV | SUSA |
|---|---|---|
| Year_1 | 20% | 19% |
| Year_3 | 6% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- ESGV Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR Portfolio S&P 500 Growth ETF
SPYG - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 90%
R-squared: 81%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 5
- SPYG in SUSA's comparables: Yes
- SUSA in SPYG's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 19.67 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SPYG Beta: 1.05 (Average)
- SUSA Beta: 1.02 (Average)
- SPYG 200-day Volatility: 17.47%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SPYG Price vs 200-day MA: 105%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | SPYG | SUSA |
|---|---|---|
| Year_1 | 24% | 19% |
| Year_3 | 6% | 6% |
| Year_5 | 15% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SPYG Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard Growth Index Fund ETF Shares
VUG - PCXThis ETF focuses on U.S. large-cap growth stocks with ESG considerations, providing a growth-oriented alternative that aligns with VUG's investment focus.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 89%
R-squared: 80%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 7
- SUSA in VUG's comparables: Yes
- VUG in SUSA's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 21.87 vs 28.80
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SUSA Beta: 1.02 (Average)
- VUG Beta: 1.11 (Average)
- SUSA 200-day Volatility: 11.95%
- VUG 200-day Volatility: 16.97%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SUSA Price vs 200-day MA: 103%
- VUG Price vs 200-day MA: 102%
Performance Comparison:
| Period | SUSA | VUG |
|---|---|---|
| Year_1 | 19% | 25% |
| Year_3 | 6% | 7% |
| Year_5 | 14% | 17% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SUSA Dividend Yield: 1%
- VUG Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 98%
R-squared: 95%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- SPTM in SUSA's comparables: No
- SUSA in SPTM's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 17.28 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SPTM Beta: 1.01 (Average)
- SUSA Beta: 1.02 (Average)
- SPTM 200-day Volatility: 11.63%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SPTM Price vs 200-day MA: 104%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | SPTM | SUSA |
|---|---|---|
| Year_1 | 20% | 19% |
| Year_3 | 8% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: All Cap Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SPTM Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Nuveen ESG Large-Cap Growth ETF
NULG - BTSThis ETF focuses on large-cap companies with strong ESG practices, similar to NULG's investment strategy. It also targets growth equities, making it a direct competitor in the ESG space.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 90%
R-squared: 82%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 8
- NULG in SUSA's comparables: No
- SUSA in NULG's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 33.94 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- NULG Beta: 1.12 (Average)
- SUSA Beta: 1.02 (Average)
- NULG 200-day Volatility: 16.62%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- NULG Price vs 200-day MA: 100%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | NULG | SUSA |
|---|---|---|
| Year_1 | 22% | 19% |
| Year_3 | 7% | 6% |
| Year_5 | 17% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: BTS vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- NULG Dividend Yield: 0%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR S&P 500 ETF Trust
SPY - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 97%
R-squared: 95%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 4
- SPY in SUSA's comparables: No
- SUSA in SPY's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 17.86 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- SPY Beta: 1.00 (Average)
- SUSA Beta: 1.02 (Average)
- SPY 200-day Volatility: 11.69%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- SPY Price vs 200-day MA: 104%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | SPY | SUSA |
|---|---|---|
| Year_1 | 20% | 19% |
| Year_3 | 8% | 6% |
| Year_5 | 14% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- SPY Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
First Trust S-Network Future Vehicles & Technology ETF
CARZ - NGMThis socially responsible ETF includes companies that promote sustainable practices in the automotive industry, which overlaps with the future vehicle theme of CARZ.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 71%
R-squared: 51%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- CARZ in SUSA's comparables: No
- SUSA in CARZ's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 15.49 vs 21.87
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- CARZ Beta: 1.27 (High)
- SUSA Beta: 1.02 (Average)
- CARZ 200-day Volatility: 24.73%
- SUSA 200-day Volatility: 11.95%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- CARZ Price vs 200-day MA: 99%
- SUSA Price vs 200-day MA: 103%
Performance Comparison:
| Period | CARZ | SUSA |
|---|---|---|
| Year_1 | -6% | 19% |
| Year_3 | -3% | 6% |
| Year_5 | 13% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: NGM vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Consumer Discretionary Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- CARZ Dividend Yield: 1%
- SUSA Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
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