PCIG vs. CBSE ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to Changebridge Capital Sustainable Equity ETF (CBSE)
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
$9.87
Average Daily Volume
5,911
4
CBSE
Changebridge Capital Sustainable Equity ETF
CBSE Description
The investment seeks capital appreciation and lower volatility than the broader market. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing securities Changebridge Capital, LLC, the fund's investment adviser, believes to have above-average financial characteristics and growth potential that exhibit positive ESG attributes. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts, of sustainable companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.07
Average Daily Volume
3,744
37
Performance
| Period | PCIG | CBSE |
|---|---|---|
| 30 Days | -2.27% | 2.56% |
| 60 Days | 5.01% | 7.02% |
| 90 Days | 1.71% | 0.88% |
| 12 Months | 42.70% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in CBSE | Overlap |
|---|
PCIG Underweight 37 Positions Relative to CBSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| STRL | C | -3.9% | |
| JD | A | -3.38% | |
| ERJ | C | -3.34% | |
| AMD | D | -3.29% | |
| AVGO | C | -3.29% | |
| TDG | A | -3.25% | |
| IBN | C | -3.24% | |
| ROL | B | -3.22% | |
| ICFI | C | -3.21% | |
| MMYT | D | -3.19% | |
| NU | D | -3.17% | |
| LNG | D | -3.15% | |
| OSW | C | -3.15% | |
| SKY | A | -3.13% | |
| SCI | C | -3.11% | |
| MGNI | D | -3.09% | |
| BABA | A | -2.84% | |
| NEM | C | -2.51% | |
| ETR | A | -2.45% | |
| RDFN | C | -2.43% | |
| BOWL | F | -2.42% | |
| NEE | A | -2.39% | |
| AMZN | C | -2.34% | |
| SPOT | B | -2.32% | |
| TMDX | D | -2.32% | |
| SO | A | -2.3% | |
| DELL | D | -2.29% | |
| D | A | -2.28% | |
| OC | B | -2.1% | |
| WTTR | D | -2.07% | |
| MSFT | C | -1.58% | |
| CHK | C | -1.5% | |
| HUMA | D | -1.49% | |
| ASML | F | -1.17% | |
| BLBD | D | -1.07% | |
| PL | D | -0.72% | |
| KLAC | D | -0.43% |
PCIG: Top Represented Industries & Keywords
CBSE: Top Represented Industries & Keywords
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