LRGE vs. IYH ETF Comparison

Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to iShares U.S. Healthcare ETF (IYH)
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

$71.36

Average Daily Volume

11,581

Number of Holdings *

40

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

iShares U.S. Healthcare ETF

IYH Description The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.78

Average Daily Volume

243,670

Number of Holdings *

113

* may have additional holdings in another (foreign) market
Performance
Period LRGE IYH
30 Days 4.88% -0.25%
60 Days 8.51% 2.31%
90 Days 6.69% 1.34%
12 Months 32.90% 11.81%
6 Overlapping Holdings
Symbol Grade Weight in LRGE Weight in IYH Overlap
ISRG A 2.13% 2.78% 2.13%
LLY A 2.21% 13.74% 2.21%
SYK B 1.39% 2.16% 1.39%
TMO D 2.13% 3.8% 2.13%
UNH D 3.55% 8.08% 3.55%
ZTS C 1.52% 1.46% 1.46%
LRGE Overweight 34 Positions Relative to IYH
Symbol Grade Weight
NVDA B 9.64%
MSFT A 8.08%
AMZN A 7.8%
META A 4.81%
AAPL A 4.42%
V C 4.2%
NFLX A 3.99%
PANW B 2.56%
ETN C 2.2%
GWW C 2.11%
UBER B 2.09%
CRM C 2.08%
ASML A 2.05%
ADBE B 1.92%
SPGI B 1.66%
EQIX C 1.59%
INTU A 1.58%
ACN D 1.55%
TSM A 1.53%
MMC B 1.53%
SHW D 1.49%
GOOGL A 1.49%
TGT D 1.45%
PYPL D 1.43%
WDAY D 1.26%
MNST D 1.23%
UNP D 1.17%
EL F 1.07%
HON B 1.05%
TEAM C 0.91%
ICE A 0.9%
NEE D 0.71%
APTV F 0.55%
TSLA B 0.49%
LRGE Underweight 107 Positions Relative to IYH
Symbol Grade Weight
JNJ F -6.28%
MRK C -5.89%
ABBV C -5.33%
ABT D -3.24%
AMGN B -2.99%
DHR D -2.96%
PFE C -2.81%
ELV C -2.27%
VRTX B -2.17%
BSX B -2.01%
REGN B -1.92%
MDT D -1.88%
CI D -1.72%
GILD C -1.54%
BMY F -1.51%
HCA C -1.22%
BDX F -1.19%
EW B -1.0%
DXCM D -0.79%
HUM C -0.79%
IDXX D -0.73%
MRNA D -0.72%
IQV D -0.69%
A D -0.68%
CNC D -0.64%
GEHC D -0.59%
BIIB C -0.59%
ALNY A -0.55%
RMD C -0.5%
VEEV D -0.48%
ICLR B -0.46%
CAH D -0.44%
WST F -0.43%
ZBH D -0.41%
STE C -0.38%
ALGN D -0.33%
HOLX C -0.31%
LH C -0.31%
MOH F -0.31%
ILMN D -0.3%
BAX C -0.3%
COO D -0.3%
BMRN C -0.28%
DGX C -0.27%
UTHR B -0.26%
PODD C -0.26%
AVTR D -0.26%
THC C -0.25%
SRPT C -0.25%
NBIX C -0.23%
RVTY D -0.23%
VTRS D -0.22%
NTRA B -0.21%
TECH D -0.2%
UHS C -0.2%
INCY D -0.2%
CRL F -0.19%
MEDP C -0.18%
RPRX F -0.18%
CTLT B -0.18%
TFX C -0.17%
QGEN D -0.16%
GMED B -0.15%
HSIC D -0.15%
EHC B -0.15%
DVA C -0.14%
EXAS D -0.14%
CHE D -0.14%
RGEN F -0.13%
SOLV F -0.13%
JAZZ F -0.12%
IONS B -0.12%
EXEL C -0.12%
ELAN D -0.12%
ACHC F -0.11%
PEN D -0.11%
BRKR F -0.11%
XRAY F -0.1%
BIO D -0.1%
MASI F -0.1%
OGN C -0.09%
ROIV D -0.07%
INSP F -0.07%
APLS F -0.07%
DOCS B -0.06%
PRGO F -0.06%
RARE D -0.06%
TNDM C -0.05%
NVST F -0.05%
AZTA D -0.05%
AMED A -0.05%
FTRE D -0.04%
PINC F -0.04%
ENOV F -0.04%
ICUI B -0.04%
SHC C -0.03%
CERT D -0.03%
TDOC F -0.03%
QDEL F -0.03%
TXG F -0.03%
NVCR D -0.03%
AGL D -0.03%
RCM F -0.03%
IART C -0.03%
GRAL D -0.01%
DNA F -0.01%
MRVI F -0.01%
Compare ETFs