EAGL vs. SPMV ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to Invesco S&P 500 Minimum Variance ETF (SPMV)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$28.56
Average Daily Volume
53,666
24
SPMV
Invesco S&P 500 Minimum Variance ETF
SPMV Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500® Minimum Volatility Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is designed to measure the performance of a subset of constituent securities of the S&P 500 Index using a managed volatility equity strategy that seeks to achieve lower total volatility than the S&P 500 ® Index, while maintaining other similar characteristics of the S&P 500 ® Index.Grade (RS Rating)
Last Trade
$47.62
Average Daily Volume
711
75
Performance
| Period | EAGL | SPMV |
|---|---|---|
| 30 Days | 4.69% | 1.14% |
| 60 Days | 4.39% | 2.01% |
| 90 Days | 6.69% | 4.46% |
| 12 Months | 26.03% |
EAGL Underweight 69 Positions Relative to SPMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -3.53% | |
| TMUS | B | -3.37% | |
| CSCO | B | -3.31% | |
| BRK.A | B | -2.95% | |
| AAPL | C | -2.9% | |
| ABT | B | -2.84% | |
| PG | A | -2.81% | |
| MMC | B | -2.77% | |
| AJG | B | -2.7% | |
| QCOM | F | -2.64% | |
| CB | C | -2.56% | |
| MRK | F | -2.46% | |
| MDLZ | F | -2.46% | |
| HD | A | -2.25% | |
| VRTX | F | -2.25% | |
| ORCL | B | -2.23% | |
| AVGO | D | -2.03% | |
| ADBE | C | -2.01% | |
| AMT | D | -1.83% | |
| NOW | A | -1.77% | |
| VRSK | A | -1.7% | |
| ZTS | D | -1.66% | |
| CRM | B | -1.66% | |
| PGR | A | -1.65% | |
| NEE | D | -1.63% | |
| SRE | A | -1.56% | |
| GIS | D | -1.47% | |
| DUK | C | -1.34% | |
| JNJ | D | -1.2% | |
| REGN | F | -1.07% | |
| HSY | F | -1.03% | |
| AEE | A | -1.02% | |
| TRV | B | -1.0% | |
| PFE | D | -0.99% | |
| VZ | C | -0.97% | |
| TDY | B | -0.96% | |
| AEP | D | -0.95% | |
| BRO | B | -0.81% | |
| MKC | D | -0.78% | |
| INTU | C | -0.74% | |
| CCI | D | -0.7% | |
| XOM | B | -0.69% | |
| RTX | C | -0.66% | |
| LLY | F | -0.63% | |
| JPM | A | -0.62% | |
| IBM | C | -0.56% | |
| GOOG | C | -0.55% | |
| RSG | A | -0.55% | |
| TJX | A | -0.5% | |
| NEM | D | -0.47% | |
| SO | D | -0.47% | |
| TSN | B | -0.42% | |
| HRL | D | -0.38% | |
| IDXX | F | -0.37% | |
| AMGN | D | -0.32% | |
| ACN | C | -0.31% | |
| BIIB | F | -0.3% | |
| T | A | -0.29% | |
| KHC | F | -0.28% | |
| ADM | D | -0.26% | |
| AIG | B | -0.25% | |
| PCG | A | -0.24% | |
| ACGL | D | -0.22% | |
| CVS | D | -0.22% | |
| XEL | A | -0.2% | |
| TRMB | B | -0.1% | |
| GILD | C | -0.09% | |
| GD | F | -0.06% | |
| BA | F | -0.05% |
EAGL: Top Represented Industries & Keywords
SPMV: Top Represented Industries & Keywords
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