LRGE vs. EQIN ETF Comparison

Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to Columbia U.S. Equity Income ETF (EQIN)

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

$75.58

Average Daily Volume

11,446

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EQIN

Columbia U.S. Equity Income ETF

EQIN Description

Under normal market conditions, the fund invests at least 80% of its assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of U.S. companies. The fund typically invests in common stocks.

Grade (RS Rating)

Last Trade

$46.83

Average Daily Volume

16,827

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LRGE	EQIN
30 Days	2.01%	-2.37%
60 Days	5.01%	0.71%
90 Days	6.83%	3.40%
12 Months	34.63%	23.28%

4 Overlapping Holdings

Symbol	Grade	Weight in LRGE	Weight in EQIN	Overlap
ICE	D	0.91%	1.29%	0.91%
MMC	C	1.49%	1.6%	1.49%
TGT	D	1.39%	1.0%	1.0%
UNH	B	2.77%	4.56%	2.77%

LRGE Overweight 35 Positions Relative to EQIN

Symbol	Grade	Weight
NVDA	B	10.28%
AMZN	B	7.64%
MSFT	D	6.86%
V	A	4.88%
META	C	4.85%
AAPL	C	4.76%
NFLX	A	3.75%
PANW	B	2.73%
CRM	A	2.54%
GWW	A	2.27%
ETN	A	2.12%
PYPL	A	2.01%
ISRG	A	2.01%
UBER	C	1.91%
TMO	D	1.9%
TSM	B	1.81%
LLY	F	1.78%
SHW	B	1.73%
EQIX	B	1.73%
INTU	A	1.73%
SPGI	C	1.7%
ADBE	F	1.69%
GOOGL	B	1.68%
HON	A	1.53%
ACN	C	1.51%
UNP	D	1.49%
ASML	F	1.49%
TSLA	B	1.47%
SYK	A	1.43%
WDAY	B	1.41%
ZTS	D	1.39%
MNST	D	1.24%
ABNB	C	0.77%
NEE	C	0.64%
SBUX	A	0.57%

LRGE Underweight 94 Positions Relative to EQIN

Symbol	Grade	Weight
HD	A	-4.8%
AVGO	C	-4.74%
XOM	B	-4.38%
CVX	A	-4.16%
KO	D	-3.95%
PEP	F	-3.27%
IBM	D	-2.85%
CAT	B	-2.76%
QCOM	F	-2.75%
AMGN	D	-2.53%
VZ	C	-2.47%
CMCSA	B	-2.44%
T	A	-2.31%
LMT	D	-1.95%
COP	C	-1.88%
ADP	B	-1.8%
SCHW	A	-1.79%
ADI	D	-1.62%
DE	D	-1.46%
MDLZ	F	-1.28%
CI	D	-1.27%
GD	D	-1.22%
CME	A	-1.17%
NOC	D	-1.12%
EMR	A	-1.05%
WMB	A	-0.99%
SLB	C	-0.89%
NXPI	F	-0.86%
SRE	A	-0.84%
JCI	A	-0.82%
BK	A	-0.82%
AFL	C	-0.79%
PSX	C	-0.76%
AEP	C	-0.74%
MPC	D	-0.74%
CMI	A	-0.7%
AIG	B	-0.7%
OXY	F	-0.67%
PEG	C	-0.62%
KR	B	-0.62%
LEN	D	-0.59%
CTSH	B	-0.58%
XEL	A	-0.54%
GIS	D	-0.53%
STZ	D	-0.52%
HIG	C	-0.5%
KDP	D	-0.5%
ED	D	-0.49%
ETR	A	-0.46%
WTW	B	-0.46%
EIX	C	-0.46%
WEC	A	-0.45%
TSCO	D	-0.45%
RJF	A	-0.43%
PPG	F	-0.42%
CAH	B	-0.42%
STT	A	-0.41%
HPE	B	-0.41%
CDW	F	-0.39%
BR	A	-0.38%
HAL	C	-0.37%
HUBB	B	-0.36%
AEE	A	-0.35%
DTE	C	-0.35%
K	B	-0.34%
ES	C	-0.32%
ATO	A	-0.32%
PFG	C	-0.29%
IP	A	-0.28%
SNA	A	-0.27%
DGX	A	-0.26%
BBY	C	-0.26%
IEX	B	-0.25%
OC	A	-0.24%
EXPD	D	-0.24%
WSM	F	-0.23%
NI	A	-0.23%
AVY	D	-0.23%
SWKS	F	-0.21%
NDSN	B	-0.21%
LNT	A	-0.21%
EVRG	A	-0.2%
ALLE	D	-0.18%
CHRW	A	-0.18%
CCK	D	-0.16%
DKS	D	-0.16%
OVV	C	-0.16%
TAP	A	-0.15%
FBIN	D	-0.14%
FOXA	A	-0.14%
CNH	D	-0.13%
MOS	D	-0.13%
AOS	F	-0.13%
HII	F	-0.11%

LRGE: Top Represented Industries & Keywords

Industries: Software - Application Credit Services Internet Content & Information Semiconductors Auto Manufacturers Beverages - Soft Drinks Capital Markets Consumer Electronics Diagnostics & Research Discount Stores Diversified Industrials Drug Manufacturers - Major Drug Manufacturers - Specialty & Generic Financial Data & Stock Exchanges Health Care Plans Industrial Distribution Information Technology Services Insurance Brokers Internet Content & Information Media - Diversified