EAGL vs. WLTG ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to WealthTrust DBS Long Term Growth ETF (WLTG)
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
$27.51
Average Daily Volume
56,980
9
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$29.08
Average Daily Volume
3,078
36
Performance
| Period | EAGL | WLTG |
|---|---|---|
| 30 Days | 4.05% | 5.58% |
| 60 Days | 9.95% | 13.30% |
| 90 Days | 2.42% | 2.71% |
| 12 Months | 38.92% |
EAGL Underweight 32 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | B | -11.67% | |
| RSP | A | -6.91% | |
| SHY | B | -4.05% | |
| NFLX | A | -3.2% | |
| NVDA | B | -3.05% | |
| LLY | D | -2.89% | |
| IWB | A | -2.57% | |
| RCL | B | -2.46% | |
| LNG | A | -2.44% | |
| AAPL | C | -2.07% | |
| VRT | B | -1.98% | |
| TSN | D | -1.97% | |
| COST | C | -1.95% | |
| PHM | C | -1.81% | |
| BLDR | C | -1.8% | |
| PGR | B | -1.79% | |
| EME | B | -1.75% | |
| IBKR | A | -1.7% | |
| CAT | A | -1.66% | |
| LHX | A | -1.59% | |
| RTX | A | -1.58% | |
| LEN | C | -1.52% | |
| UHS | D | -1.47% | |
| AVGO | B | -1.47% | |
| REGN | D | -1.35% | |
| AMAT | C | -1.28% | |
| SKX | B | -1.28% | |
| FANG | D | -1.27% | |
| TSM | B | -1.16% | |
| LDOS | A | -1.06% | |
| ARM | C | -0.93% | |
| VRTX | D | -0.04% |
EAGL: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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