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How is the Impact Score of My ETFs Calculated?

We calculate ETF Impact Scores based on how much of each ETF you hold — bigger positions have more impact.

Written by Wes W
Updated over 12 months ago

📦 ETFs are scored similarly to individual stocks: using a weighted average based on your position sizes.

That means ETFs with larger dollar amounts in your portfolio will shape your score the most.

📐 Formula:
(ETF A Score × % of ETF Holdings A) + (ETF B Score × % in B) + …


Example:

  • $9,000 in ETF A (Score = 20)

  • $1,000 in ETF B (Score = 80)
    🧮 Score = (20 × 0.9) + (80 × 0.1) = 26

💡 Note: The ETF’s own score is based on what it holds internally — including its exposure to high or low scoring companies.

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