LCG vs. FINX ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to Global X FinTech Thematic ETF (FINX)
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

$26.48

Average Daily Volume

13,586

Number of Holdings *

19

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

Global X FinTech Thematic ETF

FINX Description The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$25.72

Average Daily Volume

53,853

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period LCG FINX
30 Days -3.00% 1.70%
60 Days 0.91% 2.22%
90 Days -4.28% 1.81%
12 Months 2.28% 8.60%
0 Overlapping Holdings
Symbol Grade Weight in LCG Weight in FINX Overlap
LCG Overweight 19 Positions Relative to FINX
Symbol Grade Weight
SPGI A 8.42%
CSGP C 7.4%
IDXX D 6.1%
SHOP F 5.87%
MSCI B 5.0%
MDB F 4.75%
OKTA C 4.65%
VEEV C 4.56%
GOOG D 4.5%
AMZN D 4.5%
NOW B 3.78%
ODFL B 3.75%
SAIA F 3.72%
WDAY D 3.47%
MSFT D 3.43%
TEAM D 3.29%
SNPS F 3.19%
HUBS F 2.98%
CDNS F 2.93%
LCG Underweight 41 Positions Relative to FINX
Symbol Grade Weight
FIS D -6.81%
PYPL C -6.02%
INTU B -5.95%
COIN C -5.57%
SSNC A -5.19%
SQ F -4.71%
XRX F -3.8%
GPN D -3.64%
JKHY B -3.6%
GWRE B -3.51%
TOST C -3.2%
SOFI D -2.1%
AFRM F -2.04%
HQY D -2.01%
BILL F -1.6%
MARA D -1.38%
ACIW B -1.35%
FOUR F -1.14%
NCNO C -1.1%
STNE D -1.09%
ENV D -0.98%
PAGS C -0.79%
AMK B -0.74%
VIRT C -0.72%
VERX B -0.68%
RIOT D -0.67%
UPST D -0.65%
FLYW D -0.64%
SPNS C -0.62%
MLNK C -0.51%
LMND C -0.46%
CIFR C -0.42%
DLO F -0.36%
LC B -0.33%
LPRO F -0.21%
BLND C -0.2%
TREE C -0.2%
CTLP B -0.16%
IIIV B -0.16%
MITK B -0.16%
PAY C -0.12%
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