IAI vs. PCGG ETF Comparison
Comparison of iShares U.S. Broker-Dealers ETF (IAI) to Polen Capital Global Growth ETF (PCGG)
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$148.71
Average Daily Volume
102,067
32
PCGG
Polen Capital Global Growth ETF
PCGG Description
The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.Grade (RS Rating)
Last Trade
$11.71
Average Daily Volume
48,777
21
Performance
| Period | IAI | PCGG |
|---|---|---|
| 30 Days | 7.78% | 1.43% |
| 60 Days | 17.79% | 2.49% |
| 90 Days | 19.49% | 4.23% |
| 12 Months | 58.23% | 17.17% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAI | Weight in PCGG | Overlap | |
|---|---|---|---|---|---|
| MSCI | A | 3.94% | 4.1% | 3.94% |
IAI Overweight 31 Positions Relative to PCGG
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | A | 14.6% | |
| MS | A | 12.7% | |
| SPGI | C | 12.64% | |
| COIN | A | 6.26% | |
| SCHW | A | 4.58% | |
| NDAQ | A | 3.99% | |
| CME | A | 3.91% | |
| ICE | D | 3.76% | |
| MCO | C | 3.75% | |
| RJF | A | 3.58% | |
| LPLA | A | 2.8% | |
| HOOD | A | 2.57% | |
| CBOE | D | 2.57% | |
| IBKR | A | 2.24% | |
| FDS | A | 2.22% | |
| TW | B | 1.87% | |
| SF | A | 1.45% | |
| JEF | A | 1.42% | |
| EVR | A | 1.36% | |
| MKTX | C | 1.28% | |
| HLI | A | 1.21% | |
| MORN | B | 1.15% | |
| LAZ | B | 0.83% | |
| PIPR | A | 0.67% | |
| MC | B | 0.49% | |
| PJT | A | 0.48% | |
| BGC | B | 0.46% | |
| VIRT | A | 0.37% | |
| SNEX | A | 0.34% | |
| DFIN | D | 0.21% | |
| LPRO | C | 0.09% |
IAI Underweight 20 Positions Relative to PCGG
IAI: Top Represented Industries & Keywords
PCGG: Top Represented Industries & Keywords
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