AIFD vs. LRGE ETF Comparison
Comparison of TCW Artificial Intelligence ETF (AIFD) to ClearBridge Large Cap Growth ESG ETF (LRGE)
AIFD
TCW Artificial Intelligence ETF
AIFD Description
The fund will invest, under normal circumstances, at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in securities of businesses that the Adviser has identified, through annual reports, press releases and other public statements by an issuer, as well as the Adviser"s due diligence process, as using, or as having demonstrated an intent to use, predictive or generative AI in a way that is or has the potential to deliver a material improvement in the company"s financial condition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.18
Average Daily Volume
6,930
31
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$76.90
Average Daily Volume
12,171
39
Performance
| Period | AIFD | LRGE |
|---|---|---|
| 30 Days | 5.62% | 4.11% |
| 60 Days | 19.21% | 10.30% |
| 90 Days | 17.82% | 13.55% |
| 12 Months | 42.55% |
12 Overlapping Holdings
| Symbol | Grade | Weight in AIFD | Weight in LRGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 2.45% | 4.65% | 2.45% | |
| AMZN | B | 5.29% | 7.45% | 5.29% | |
| ASML | F | 2.2% | 1.57% | 1.57% | |
| CRM | A | 2.28% | 2.32% | 2.28% | |
| ETN | A | 2.2% | 2.03% | 2.03% | |
| GOOGL | B | 4.95% | 1.67% | 1.67% | |
| META | B | 5.9% | 5.01% | 5.01% | |
| MSFT | C | 4.28% | 6.95% | 4.28% | |
| NVDA | B | 9.17% | 10.3% | 9.17% | |
| PANW | A | 4.78% | 2.6% | 2.6% | |
| TSLA | B | 3.69% | 1.17% | 1.17% | |
| TSM | B | 2.62% | 1.98% | 1.98% |
AIFD Underweight 27 Positions Relative to LRGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | B | -4.83% | |
| NFLX | A | -3.61% | |
| UNH | B | -3.02% | |
| GWW | A | -2.21% | |
| UBER | F | -2.08% | |
| TMO | F | -2.05% | |
| ISRG | A | -2.02% | |
| PYPL | A | -1.91% | |
| LLY | D | -1.85% | |
| EQIX | B | -1.82% | |
| SHW | B | -1.76% | |
| SPGI | D | -1.71% | |
| ADBE | F | -1.62% | |
| INTU | A | -1.59% | |
| MMC | C | -1.53% | |
| UNP | D | -1.52% | |
| ACN | C | -1.48% | |
| ZTS | F | -1.44% | |
| HON | B | -1.44% | |
| SYK | A | -1.43% | |
| TGT | F | -1.41% | |
| WDAY | C | -1.29% | |
| MNST | B | -1.25% | |
| ICE | D | -0.97% | |
| NEE | D | -0.72% | |
| SBUX | B | -0.58% | |
| ABNB | D | -0.51% |
AIFD: Top Represented Industries & Keywords
LRGE: Top Represented Industries & Keywords
Compare ETFs
