LCG vs. BELT ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to BlackRock Long-Term U.S. Equity ETF (BELT)
LCG

Sterling Capital Focus Equity ETF

LCG Description

Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations

Grade (RS Rating)

Last Trade

$28.52

Average Daily Volume

12,044

Number of Holdings *

19

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

BlackRock Long-Term U.S. Equity ETF

BELT Description Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.61

Average Daily Volume

5,444

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period LCG BELT
30 Days 0.60% -1.30%
60 Days 0.77% -0.19%
90 Days 11.75% 6.10%
12 Months 25.90%
4 Overlapping Holdings
Symbol Grade Weight in LCG Weight in BELT Overlap
CDNS C 3.1% 4.48% 3.1%
GOOG A 4.96% 7.44% 4.96%
MSFT D 3.18% 13.44% 3.18%
SPGI D 7.94% 4.97% 4.97%
LCG Overweight 15 Positions Relative to BELT
Symbol Grade Weight
SHOP B 7.32%
CSGP F 6.56%
IDXX F 5.0%
AMZN A 4.61%
MDB F 4.46%
MSCI C 4.45%
VEEV B 4.42%
SAIA A 4.37%
ODFL A 3.63%
NOW A 3.58%
TEAM A 3.4%
WDAY F 3.39%
ASML F 3.36%
HUBS B 3.34%
SNPS B 3.16%
LCG Underweight 16 Positions Relative to BELT
Symbol Grade Weight
META B -8.77%
MA B -6.91%
NVO F -5.74%
TT C -4.85%
IR C -4.23%
ISRG B -4.17%
CMG B -4.12%
HWM B -3.76%
INTU D -3.74%
TMO D -3.38%
ADI C -3.13%
MASI A -3.06%
ENTG D -2.95%
FND D -2.63%
LRCX F -2.56%
NVDA B -2.48%
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