PCIG vs. MDPL ETF Comparison

Comparison of Polen Capital International Growth ETF (PCIG) to Monarch Dividend Plus Index ETF (MDPL)
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

$9.46

Average Daily Volume

5,619

Number of Holdings *

10

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

Monarch Dividend Plus Index ETF

MDPL Description MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.

Grade (RS Rating)

Last Trade

$27.13

Average Daily Volume

4,827

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period PCIG MDPL
30 Days -2.52% 2.63%
60 Days -4.25% 2.28%
90 Days -4.83% 3.10%
12 Months
0 Overlapping Holdings
Symbol Grade Weight in PCIG Weight in MDPL Overlap
PCIG Overweight 10 Positions Relative to MDPL
Symbol Grade Weight
ICLR D 10.24%
AON A 6.61%
MDT D 5.31%
MELI C 4.35%
HDB C 4.08%
SHOP B 3.84%
GLOB B 1.64%
UL D 1.28%
ONON A 0.89%
ACN B 0.82%
PCIG Underweight 30 Positions Relative to MDPL
Symbol Grade Weight
OVV B -3.53%
TAP C -3.52%
OC A -3.47%
GPC D -3.44%
CVS D -3.42%
CI D -3.41%
FANG C -3.39%
DG F -3.39%
JNJ C -3.37%
AMCR C -3.36%
WTW B -3.35%
CABO B -3.34%
ALSN B -3.34%
SSNC B -3.33%
SON F -3.33%
CMCSA B -3.32%
NXST C -3.31%
MKTX D -3.3%
RGLD C -3.3%
G B -3.29%
HSY F -3.28%
KR B -3.28%
GPK C -3.26%
SJM D -3.24%
CTSH B -3.24%
STLD B -3.21%
ELV F -3.21%
MRK D -3.18%
CAG F -3.17%
IPG D -3.12%
Compare ETFs