PCCE vs. MUSQ ETF Comparison

Comparison of Polen Capital China Growth ETF (PCCE) to MUSQ Global Music Industry ETF (MUSQ)
PCCE

Polen Capital China Growth ETF

PCCE Description

PCCE aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the Chinese equity market. The strategy is rooted in fundamental research, selecting 25-40 Chinese growth companies with a sustainable edge, such as 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 periodic review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.

Grade (RS Rating)

Last Trade

$11.42

Average Daily Volume

3,312

Number of Holdings *

2

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

MUSQ Global Music Industry ETF

MUSQ Description The index is comprised of publicly-traded global companies that generate at least 50% of their annual revenue or $1 billion in annual sales from one or more of the sub-segments of the global music industry. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of Global Music Investments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$24.96

Average Daily Volume

3,912

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period PCCE MUSQ
30 Days 19.46% 3.29%
60 Days 14.89% 0.69%
90 Days 0.36%
12 Months
1 Overlapping Holdings
Symbol Grade Weight in PCCE Weight in MUSQ Overlap
TME B 4.58% 3.05% 3.05%
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