LRGE vs. RISN ETF Comparison

Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to Inspire Tactical Balanced ESG ETF (RISN)

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

$72.32

Average Daily Volume

13,731

Number of Holdings ^*

* may have additional holdings in another (foreign) market

RISN

Inspire Tactical Balanced ESG ETF

RISN Description

The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.

Grade (RS Rating)

Last Trade

$26.70

Average Daily Volume

7,467

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LRGE	RISN
30 Days	0.77%	-0.49%
60 Days	7.65%	2.76%
90 Days	2.20%	4.26%
12 Months	41.71%	20.33%

2 Overlapping Holdings

	Symbol	Grade	Weight in LRGE	Weight in RISN	Overlap
	MNST	D	1.21%	1.04%	1.04%
	TSM	C	2.11%	1.11%	1.11%

LRGE Overweight 36 Positions Relative to RISN

Symbol	Grade	Weight
NVDA	C	9.3%
MSFT	D	7.47%
AMZN	C	7.36%
META	A	5.1%
AAPL	C	4.77%
V	C	4.54%
NFLX	A	4.03%
UNH	B	3.76%
PANW	D	2.45%
TMO	C	2.23%
ISRG	A	2.22%
UBER	C	2.2%
CRM	B	2.17%
LLY	D	2.15%
GWW	A	2.06%
ETN	C	1.99%
PYPL	C	1.89%
SPGI	C	1.82%
SHW	B	1.8%
EQIX	B	1.8%
ADBE	F	1.75%
ACN	B	1.75%
GOOGL	B	1.61%
ZTS	C	1.59%
MMC	D	1.56%
ASML	F	1.56%
TGT	C	1.47%
INTU	F	1.47%
SYK	C	1.41%
UNP	D	1.4%
WDAY	D	1.31%
ICE	A	1.0%
HON	C	0.97%
TSLA	C	0.95%
NEE	A	0.78%
SBUX	B	0.57%

LRGE Underweight 76 Positions Relative to RISN

Symbol	Grade	Weight
USFR	A	-19.28%
NVR	A	-1.41%
NECB	C	-1.25%
LAD	C	-1.21%
BOTJ	C	-1.18%
ACIW	B	-1.18%
RMD	C	-1.18%
PSA	C	-1.16%
G	A	-1.16%
GIII	C	-1.16%
MOH	D	-1.15%
COKE	B	-1.14%
EME	C	-1.14%
MKTX	C	-1.13%
CACI	A	-1.11%
MIDD	D	-1.11%
FCNCA	D	-1.11%
POOL	B	-1.1%
BRO	A	-1.1%
COLB	C	-1.1%
KRC	C	-1.1%
MSCI	B	-1.09%
UDR	C	-1.08%
MAA	C	-1.08%
CRI	D	-1.07%
SNA	A	-1.07%
CHE	C	-1.06%
FAST	B	-1.05%
CSL	A	-1.05%
GGG	B	-1.05%
IDXX	D	-1.05%
IBN	C	-1.05%
MED	F	-1.04%
EXPD	C	-1.04%
JBHT	D	-1.04%
LFUS	C	-1.03%
TXRH	A	-1.03%
PAG	D	-1.03%
TJX	C	-1.03%
COLM	B	-1.03%
CIVB	C	-1.02%
ELV	F	-1.0%
ALG	D	-0.99%
AME	D	-0.99%
ROL	B	-0.99%
RDY	D	-0.99%
CPRT	B	-0.99%
CFR	D	-0.98%
NFBK	D	-0.98%
CSX	D	-0.98%
ROP	C	-0.98%
OFLX	D	-0.98%
ODFL	D	-0.98%
LSTR	D	-0.98%
CSGP	F	-0.98%
ON	F	-0.97%
NTES	B	-0.97%
DAR	F	-0.97%
EGP	D	-0.97%
MLM	D	-0.96%
LECO	D	-0.95%
CNI	D	-0.95%
EPAM	F	-0.95%
WST	D	-0.95%
ASR	D	-0.94%
PFC	D	-0.94%
EOG	B	-0.93%
MKL	C	-0.93%
NICE	F	-0.92%
GNTX	D	-0.92%
PCAR	D	-0.9%
PBHC	D	-0.88%
AX	D	-0.88%
MVBF	F	-0.85%
SWKS	F	-0.84%
EW	F	-0.74%