PCIG vs. EAGL ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to Eagle Capital Select Equity ETF (EAGL)
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
$9.19
Average Daily Volume
5,826
10
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.Grade (RS Rating)
Last Trade
$28.43
Average Daily Volume
49,366
24
Performance
| Period | PCIG | EAGL |
|---|---|---|
| 30 Days | -5.96% | 2.11% |
| 60 Days | -7.39% | 3.71% |
| 90 Days | -6.29% | 6.56% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in EAGL | Overlap | |
|---|---|---|---|---|---|
| AON | A | 6.61% | 4.66% | 4.66% |
PCIG Underweight 23 Positions Relative to EAGL
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | B | -8.03% | |
| META | C | -5.74% | |
| GOOGL | B | -5.1% | |
| COP | B | -4.88% | |
| UNH | B | -4.31% | |
| MSFT | D | -4.11% | |
| WDAY | C | -4.03% | |
| GEV | B | -3.86% | |
| COF | B | -3.8% | |
| AER | C | -3.54% | |
| SAP | B | -3.5% | |
| TSM | B | -3.48% | |
| CHTR | B | -3.28% | |
| HUM | D | -2.83% | |
| CMCSA | B | -2.46% | |
| WWD | B | -2.33% | |
| V | A | -2.21% | |
| AA | A | -2.07% | |
| WFC | A | -2.06% | |
| HLT | A | -2.04% | |
| ELV | F | -2.0% | |
| NFLX | A | -1.65% | |
| OXY | D | -1.45% |
PCIG: Top Represented Industries & Keywords
EAGL: Top Represented Industries & Keywords
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