PCIG vs. IHI ETF Comparison

Comparison of Polen Capital International Growth ETF (PCIG) to iShares U.S. Medical Devices ETF (IHI)
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

$9.34

Average Daily Volume

5,433

Number of Holdings *

10

* may have additional holdings in another (foreign) market
IHI

iShares U.S. Medical Devices ETF

IHI Description The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$59.14

Average Daily Volume

484,838

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period PCIG IHI
30 Days -5.74% 1.28%
60 Days -7.51% 0.65%
90 Days -0.62% 6.20%
12 Months 27.20%
1 Overlapping Holdings
Symbol Grade Weight in PCIG Weight in IHI Overlap
MDT B 5.31% 4.5% 4.5%
PCIG Overweight 9 Positions Relative to IHI
Symbol Grade Weight
ICLR F 10.24%
AON A 6.61%
MELI A 4.35%
HDB B 4.08%
SHOP B 3.84%
GLOB B 1.64%
UL D 1.28%
ONON D 0.89%
ACN C 0.82%
PCIG Underweight 47 Positions Relative to IHI
Symbol Grade Weight
ABT A -16.98%
ISRG B -15.19%
SYK A -10.33%
GEHC D -4.78%
EW D -4.61%
BSX C -4.58%
BDX C -4.56%
RMD A -4.13%
IDXX F -4.12%
DXCM C -3.53%
STE D -2.64%
ZBH C -2.49%
BAX F -2.21%
HOLX A -2.21%
PODD A -1.96%
TFX F -1.31%
GMED A -0.98%
PEN A -0.94%
GKOS B -0.84%
MASI A -0.73%
INSP D -0.69%
ITGR D -0.5%
TMDX F -0.48%
AXNX A -0.42%
PRCT A -0.4%
NVST A -0.38%
LIVN C -0.34%
IRTC C -0.29%
NARI A -0.26%
ENOV C -0.26%
QDEL F -0.26%
TNDM F -0.24%
CNMD D -0.23%
LMAT B -0.21%
OMCL B -0.21%
NVCR F -0.19%
ATRC A -0.16%
IART C -0.15%
AORT A -0.12%
AXGN B -0.07%
OFIX A -0.07%
SIBN D -0.06%
VREX C -0.06%
ATEC C -0.06%
SRDX D -0.06%
TMCI F -0.03%
FNA F -0.02%
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