PCIG vs. EQTY ETF Comparison

Comparison of Polen Capital International Growth ETF (PCIG) to Kovitz Core Equity ETF (EQTY)

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

$9.91

Average Daily Volume

5,983

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EQTY

Kovitz Core Equity ETF

EQTY Description

The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.

Grade (RS Rating)

Last Trade

$23.18

Average Daily Volume

39,751

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	PCIG	EQTY
30 Days	-1.88%	2.16%
60 Days	5.43%	8.08%
90 Days	2.11%	6.28%
12 Months		30.37%

0 Overlapping Holdings

	Symbol	Grade	Weight in PCIG	Weight in EQTY	Overlap

PCIG Overweight 4 Positions Relative to EQTY

Symbol	Grade	Weight
ICLR	F	11.4%
AON	A	5.8%
MDT	B	4.8%
HDB	C	4.27%

PCIG Underweight 10 Positions Relative to EQTY

Symbol	Grade	Weight
META	A	-4.61%
GOOG	B	-4.53%
BDX	B	-4.51%
AMZN	C	-4.31%
AXP	A	-4.3%
KEYS	B	-4.18%
J	D	-4.07%
PM	C	-4.05%
ICE	A	-3.72%
BRK.A	C	-3.63%

PCIG: Top Represented Industries & Keywords

Industries: Banks - Regional - Asia Diagnostics & Research Insurance Brokers Medical Devices