LCG vs. PCIG ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to Polen Capital International Growth ETF (PCIG)

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

$30.19

Average Daily Volume

7,766

Number of Holdings ^*

* may have additional holdings in another (foreign) market

PCIG

Polen Capital International Growth ETF

PCIG Description

PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.

Grade (RS Rating)

Last Trade

$9.45

Average Daily Volume

5,905

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LCG	PCIG
30 Days	3.20%	-4.03%
60 Days	2.72%	-4.91%
90 Days	6.11%	-4.78%
12 Months	15.47%

1 Overlapping Holdings

	Symbol	Grade	Weight in LCG	Weight in PCIG	Overlap
	SHOP	B	9.42%	3.84%	3.84%

LCG Overweight 18 Positions Relative to PCIG

Symbol	Grade	Weight
SPGI	D	7.79%
CSGP	C	6.38%
AMZN	B	4.83%
IDXX	F	4.81%
GOOG	B	4.7%
VEEV	C	4.49%
SAIA	C	4.47%
MDB	C	4.44%
MSCI	C	4.36%
HUBS	A	3.87%
ODFL	B	3.72%
NOW	B	3.68%
WDAY	C	3.63%
ASML	F	3.56%
TEAM	B	3.36%
CDNS	B	3.14%
SNPS	C	3.12%
MSFT	D	3.08%

LCG Underweight 9 Positions Relative to PCIG

Symbol	Grade	Weight
ICLR	D	-10.24%
AON	B	-6.61%
MDT	D	-5.31%
MELI	C	-4.35%
HDB	C	-4.08%
GLOB	C	-1.64%
UL	D	-1.28%
ONON	B	-0.89%
ACN	B	-0.82%