PCIG vs. RULE ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to Adaptive Core ETF (RULE)
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
$9.22
Average Daily Volume
5,793
10
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$22.61
Average Daily Volume
6,252
36
Performance
| Period | PCIG | RULE |
|---|---|---|
| 30 Days | -5.59% | 1.47% |
| 60 Days | -6.83% | 3.24% |
| 90 Days | -5.97% | 4.06% |
| 12 Months | 20.66% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in RULE | Overlap | |
|---|---|---|---|---|---|
| AON | A | 6.61% | 3.05% | 3.05% |
PCIG Underweight 35 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.29% | |
| JPST | A | -4.27% | |
| NOW | B | -3.52% | |
| CRM | A | -3.48% | |
| ISRG | A | -3.34% | |
| APO | A | -3.31% | |
| XLG | B | -3.11% | |
| SPHQ | B | -3.09% | |
| PCAR | B | -3.07% | |
| EQIX | B | -3.06% | |
| IWF | B | -2.98% | |
| UBER | C | -2.97% | |
| CAH | B | -2.96% | |
| WMB | A | -2.95% | |
| INTU | A | -2.94% | |
| SPGI | C | -2.87% | |
| BK | A | -2.86% | |
| CPAY | A | -2.84% | |
| MPWR | F | -2.76% | |
| RMD | C | -2.76% | |
| PGR | B | -2.72% | |
| URI | B | -2.68% | |
| HD | A | -2.64% | |
| NFLX | A | -2.62% | |
| IRM | D | -2.51% | |
| FTNT | A | -2.44% | |
| WMT | A | -2.44% | |
| GPN | B | -2.43% | |
| IBM | D | -2.42% | |
| VRT | A | -2.41% | |
| PAYX | B | -2.26% | |
| REGN | F | -2.15% | |
| ADBE | F | -1.95% | |
| ARES | B | -1.83% | |
| FCNCA | A | -0.01% |
PCIG: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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