Key stats
About Hennessy Sustainable ETF
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Inception date
Mar 15, 2021
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Hennessy Advisors, Inc. (Investment Management)
Distributor
Quasar Distributors LLC
ISIN
US42588P6925
STNC combines ESG investing with machine learning, risk optimization and a non-transparent active approach. The fund primarily invests in US large-cap companies but may also hold securities of mid and small-cap issuers. The fund screens securities for ESG criteria, and then ranks the remaining against industry peers on sustainability-related key performance indicators. The fund adviser uses a machine learning model to identify firms that are most likely to outperform over the next quarter. STNC is composed of at least 25 holdings, which are rebalanced quarterly. The fund only discloses its full holdings quarterly, with a 60-day lag. A tracking basket is published daily on its website. Investors should note that a non-transparent structure may result in wider spreads. Prior to December 22, 2022, the fund traded under the name of Stance Equity ESG Large Cap Core ETF. Before April 28, 2023, the fund was called Hennessy Stance ESG Large Cap ETF. Prior to May 12, 2025 the fund name was Hennessy Stance ESG ETF.
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Classification
What's in the fund
Exposure type
Finance
Health Technology
Retail Trade
Electronic Technology
Stock breakdown by region
Top 10 holdings
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Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
STNC assets under management is 95.05 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
STNC invests in stocks. See more details in our Analysis section.
STNC expense ratio is 0.85%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, STNC isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, STNC pays dividends to its holders with the dividend yield of 0.89%.
STNC shares are issued by Hennessy Advisors, Inc.
STNC follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Mar 15, 2021.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.