PCIG vs. BEEZ ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to Honeytree U.S. Equity ETF (BEEZ)
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
$9.52
Average Daily Volume
5,603
10
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$33.02
Average Daily Volume
597
25
Performance
| Period | PCIG | BEEZ |
|---|---|---|
| 30 Days | -1.19% | 1.81% |
| 60 Days | -3.79% | 2.14% |
| 90 Days | -4.23% | 5.66% |
| 12 Months | 25.81% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in BEEZ | Overlap | |
|---|---|---|---|---|---|
| ACN | C | 0.82% | 4.04% | 0.82% |
PCIG Underweight 24 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| EW | C | -4.33% | |
| APD | A | -4.24% | |
| COST | B | -4.15% | |
| EQIX | A | -4.13% | |
| CMI | A | -4.1% | |
| AMT | D | -4.1% | |
| HD | A | -4.1% | |
| V | A | -4.09% | |
| ZTS | D | -4.09% | |
| NOW | A | -4.08% | |
| FAST | B | -4.02% | |
| MA | C | -4.02% | |
| WTS | B | -4.02% | |
| ITW | B | -3.96% | |
| ATR | B | -3.93% | |
| INTU | C | -3.92% | |
| SHW | A | -3.9% | |
| MAS | D | -3.84% | |
| TSCO | D | -3.81% | |
| A | D | -3.8% | |
| TMO | F | -3.78% | |
| OLED | D | -3.75% | |
| TXN | C | -3.72% | |
| LRCX | F | -3.64% |
PCIG: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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