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

$28.34

Average Daily Volume

19,443

Number of Holdings ^*

* 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

$29.92

Average Daily Volume

6,353

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LCG	BELT
30 Days	0.14%	0.86%
60 Days	11.06%	7.21%
90 Days	3.54%	-0.71%
12 Months	23.11%

4 Overlapping Holdings

Symbol	Grade	Weight in LCG	Weight in BELT	Overlap
CDNS	D	3.0%	4.75%	3.0%
GOOG	C	4.06%	7.27%	4.06%
MSFT	C	3.26%	13.09%	3.26%
SPGI	C	8.25%	5.21%	5.21%

LCG Overweight 16 Positions Relative to BELT

Symbol	Grade	Weight
SHOP	C	7.22%
CSGP	F	6.58%
IDXX	D	6.13%
AMZN	C	4.53%
MSCI	B	4.37%
VEEV	C	4.35%
MDB	D	4.33%
SAIA	D	3.78%
WDAY	D	3.44%
ODFL	D	3.32%
ASML	F	3.31%
NOW	C	3.3%
HUBS	D	3.14%
SNPS	F	3.08%
TEAM	D	2.83%
OKTA	F	1.95%

LCG Underweight 6 Positions Relative to BELT

Symbol	Grade	Weight
META	A	-7.89%
NVO	F	-7.08%
MA	A	-6.55%
TT	A	-4.9%
ISRG	C	-4.0%
IR	B	-3.97%