LCDS vs. CGUS ETF Comparison

Comparison of JPMorgan Fundamental Data Science Large Core ETF (LCDS) to Capital Group Core Equity ETF (CGUS)
LCDS

JPMorgan Fundamental Data Science Large Core ETF

LCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$54.89

Average Daily Volume

118

Number of Holdings *

9

* may have additional holdings in another (foreign) market
CGUS

Capital Group Core Equity ETF

CGUS Description Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.94

Average Daily Volume

562,386

Number of Holdings *

80

* may have additional holdings in another (foreign) market
Performance
Period LCDS CGUS
30 Days 1.32% 0.99%
60 Days 5.96%
90 Days 3.60%
12 Months 37.46%
9 Overlapping Holdings
Symbol Grade Weight in LCDS Weight in CGUS Overlap
AAPL C 5.91% 5.06% 5.06%
AMZN C 4.27% 3.82% 3.82%
GOOGL B 2.84% 2.57% 2.57%
MA A 1.89% 1.84% 1.84%
META A 3.54% 4.86% 3.54%
MSFT D 7.69% 6.66% 6.66%
NVDA B 6.65% 2.41% 2.41%
UNH B 2.22% 3.35% 2.22%
WFC F 1.98% 0.37% 0.37%
LCDS Overweight 0 Positions Relative to CGUS
Symbol Grade Weight
LCDS Underweight 71 Positions Relative to CGUS
Symbol Grade Weight
AVGO C -3.42%
RTX A -2.2%
ACN B -1.83%
GE C -1.82%
LLY D -1.8%
ABBV B -1.73%
JPM D -1.67%
GOOG B -1.59%
TXN C -1.53%
ADP A -1.5%
BA F -1.43%
FIS B -1.41%
APD C -1.31%
CRM B -1.23%
CARR B -1.18%
ABT C -1.12%
BKR B -1.06%
TMO D -1.04%
WH C -1.03%
BLK A -1.02%
VRTX D -0.99%
GEHC C -0.98%
VICI C -0.97%
DHR D -0.97%
PCG C -0.96%
SPGI B -0.9%
PM D -0.82%
NFLX B -0.8%
V C -0.8%
GD C -0.76%
EQIX C -0.76%
PNC C -0.75%
COF C -0.75%
LIN B -0.72%
MMC D -0.71%
URI C -0.7%
RCL C -0.7%
IR B -0.69%
TSLA C -0.68%
EIX B -0.65%
HON C -0.61%
HD A -0.6%
XOM A -0.56%
WWD C -0.54%
TDG B -0.53%
CE C -0.51%
GIS C -0.49%
CVX B -0.49%
CNP B -0.48%
BRK.A C -0.48%
CHDN D -0.47%
STX B -0.47%
ORCL C -0.46%
STZ D -0.44%
CMCSA C -0.44%
EMN C -0.44%
AJG D -0.42%
MDLZ D -0.4%
SRE B -0.39%
NOW C -0.38%
XPO F -0.38%
TSM B -0.37%
MS B -0.36%
TPR C -0.36%
CB B -0.36%
UNP D -0.35%
REGN D -0.35%
WELL C -0.32%
STT C -0.32%
FCX B -0.29%
INTC D -0.03%
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