EWC vs. EAGL ETF Comparison
Comparison of iShares MSCI Canada Index Fund (EWC) to Eagle Capital Select Equity ETF (EAGL)
EWC
iShares MSCI Canada Index Fund
EWC Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Canada Index. The fund will at all times invest at least 90% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The underlying index consists of stocks traded primarily on the Toronto Stock Exchange. Components primarily include energy, financial and materials companies.
Grade (RS Rating)
Last Trade
$40.67
Average Daily Volume
1,798,672
3
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
$27.71
Average Daily Volume
50,515
24
Performance
| Period | EWC | EAGL |
|---|---|---|
| 30 Days | -2.24% | 1.61% |
| 60 Days | 0.44% | 2.74% |
| 90 Days | 9.33% | 8.03% |
| 12 Months | 24.83% |
0 Overlapping Holdings
| Symbol | Grade | Weight in EWC | Weight in EAGL | Overlap |
|---|
EWC Underweight 24 Positions Relative to EAGL
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | -7.68% | |
| META | B | -5.92% | |
| GOOGL | A | -4.97% | |
| COP | D | -4.87% | |
| AON | A | -4.64% | |
| MSFT | D | -4.41% | |
| UNH | C | -4.2% | |
| SAP | B | -3.76% | |
| AER | C | -3.7% | |
| TSM | B | -3.65% | |
| GEV | A | -3.59% | |
| COF | A | -3.34% | |
| WDAY | F | -3.31% | |
| CHTR | B | -2.95% | |
| HUM | F | -2.72% | |
| CMCSA | A | -2.51% | |
| WFC | B | -2.49% | |
| WWD | D | -2.24% | |
| V | A | -2.17% | |
| ELV | F | -2.12% | |
| HLT | A | -2.08% | |
| AA | B | -2.07% | |
| NFLX | A | -1.67% | |
| OXY | F | -1.58% |
EWC: Top Represented Industries & Keywords
EAGL: Top Represented Industries & Keywords
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