LRGE vs. CWB ETF Comparison
Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to SPDR Bloomberg Convertible Securities ETF (CWB)
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.
Grade (RS Rating)
Last Trade
$76.21
Average Daily Volume
11,442
39
CWB
SPDR Bloomberg Convertible Securities ETF
CWB Description
The investment seeks to provide investment results that correspond generally to the price and yield performance of Barclays U.S. Convertible Bond > $500MM Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities, such as convertible bonds, with outstanding issue sizes greater than $500 million. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.12
Average Daily Volume
815,957
3
Performance
| Period | LRGE | CWB |
|---|---|---|
| 30 Days | 2.94% | 5.47% |
| 60 Days | 4.68% | 7.58% |
| 90 Days | 6.24% | 9.86% |
| 12 Months | 33.88% | 22.21% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LRGE | Weight in CWB | Overlap | |
|---|---|---|---|---|---|
| NEE | D | 0.64% | 0.62% | 0.62% |
LRGE Overweight 38 Positions Relative to CWB
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 10.28% | |
| AMZN | C | 7.64% | |
| MSFT | F | 6.86% | |
| V | A | 4.88% | |
| META | D | 4.85% | |
| AAPL | C | 4.76% | |
| NFLX | A | 3.75% | |
| UNH | C | 2.77% | |
| PANW | C | 2.73% | |
| CRM | B | 2.54% | |
| GWW | B | 2.27% | |
| ETN | A | 2.12% | |
| PYPL | B | 2.01% | |
| ISRG | A | 2.01% | |
| UBER | D | 1.91% | |
| TMO | F | 1.9% | |
| TSM | B | 1.81% | |
| LLY | F | 1.78% | |
| SHW | A | 1.73% | |
| EQIX | A | 1.73% | |
| INTU | C | 1.73% | |
| SPGI | C | 1.7% | |
| ADBE | C | 1.69% | |
| GOOGL | C | 1.68% | |
| HON | B | 1.53% | |
| ACN | C | 1.51% | |
| MMC | B | 1.49% | |
| UNP | C | 1.49% | |
| ASML | F | 1.49% | |
| TSLA | B | 1.47% | |
| SYK | C | 1.43% | |
| WDAY | B | 1.41% | |
| ZTS | D | 1.39% | |
| TGT | F | 1.39% | |
| MNST | C | 1.24% | |
| ICE | C | 0.91% | |
| ABNB | C | 0.77% | |
| SBUX | A | 0.57% |
LRGE: Top Represented Industries & Keywords
CWB: Top Represented Industries & Keywords
Compare ETFs
