LCG vs. IAK ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to iShares U.S. Insurance ETF (IAK)

LCG

Sterling Capital Focus Equity ETF

LCG Description

Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations

Grade (RS Rating)

Last Trade

$28.36

Average Daily Volume

7,938

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IAK

iShares U.S. Insurance ETF

IAK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance 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 Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$116.32

Average Daily Volume

86,020

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LCG	IAK
30 Days	-1.31%	5.08%
60 Days	-4.56%	1.75%
90 Days	-5.82%	6.10%
12 Months	20.49%	36.46%

0 Overlapping Holdings

	Symbol	Grade	Weight in LCG	Weight in IAK	Overlap

LCG Overweight 19 Positions Relative to IAK

Symbol	Grade	Weight
CSGP	D	8.28%
SPGI	B	7.95%
SHOP	F	6.62%
IDXX	C	5.89%
AMZN	C	5.06%
OKTA	D	4.73%
GOOG	A	4.7%
VEEV	D	4.49%
MSCI	F	4.21%
MDB	D	4.08%
HUBS	D	4.0%
NOW	C	3.99%
WDAY	D	3.64%
SNPS	C	3.29%
MSFT	C	3.23%
CDNS	D	3.18%
SAIA	F	2.85%
TEAM	F	2.66%
ODFL	F	2.52%

LCG Underweight 54 Positions Relative to IAK

Symbol	Grade	Weight
PGR	D	-15.35%
CB	B	-12.43%
AIG	C	-6.86%
TRV	D	-6.03%
MET	B	-5.2%
ALL	C	-4.72%
ACGL	B	-4.67%
PRU	A	-4.66%
AFL	B	-4.54%
HIG	B	-3.81%
MKL	A	-2.72%
CINF	D	-2.36%
PFG	B	-2.33%
WRB	D	-2.05%
L	B	-1.82%
FNF	C	-1.63%
ERIE	C	-1.31%
AIZ	D	-1.19%
KNSL	F	-1.14%
UNM	B	-1.14%
AFG	B	-1.1%
ORI	A	-1.06%
PRI	D	-1.0%
GL	F	-0.95%
SIGI	F	-0.8%
RLI	B	-0.77%
FAF	D	-0.74%
AXS	B	-0.7%
THG	A	-0.64%
WTM	D	-0.62%
AGO	D	-0.56%
KMPR	C	-0.49%
LNC	C	-0.49%
BHF	F	-0.44%
OSCR	C	-0.39%
CNO	A	-0.39%
PLMR	B	-0.29%
GNW	C	-0.24%
MCY	A	-0.21%
STC	B	-0.21%
HMN	D	-0.19%
CNA	B	-0.17%
SKWD	D	-0.17%
LMND	C	-0.16%
NWLI	A	-0.16%
AMSF	F	-0.14%
TRUP	C	-0.14%
AMBC	B	-0.13%
SAFT	C	-0.11%
PRA	D	-0.1%
EIG	D	-0.09%
UFCS	C	-0.08%
MBI	D	-0.06%
JRVR	F	-0.05%