AOTG vs. LRGE ETF Comparison
Comparison of AOT Growth and Innovation ETF (AOTG) to ClearBridge Large Cap Growth ESG ETF (LRGE)
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$46.48
Average Daily Volume
523
47
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$76.21
Average Daily Volume
11,442
39
Performance
| Period | AOTG | LRGE |
|---|---|---|
| 30 Days | 9.55% | 2.94% |
| 60 Days | 12.90% | 4.68% |
| 90 Days | 15.34% | 6.24% |
| 12 Months | 49.34% | 33.88% |
14 Overlapping Holdings
| Symbol | Grade | Weight in AOTG | Weight in LRGE | Overlap | |
|---|---|---|---|---|---|
| ADBE | C | 2.59% | 1.62% | 1.62% | |
| AMZN | C | 4.78% | 7.38% | 4.78% | |
| CRM | B | 5.88% | 2.47% | 2.47% | |
| GOOGL | C | 4.13% | 1.68% | 1.68% | |
| LLY | F | 1.52% | 1.5% | 1.5% | |
| MSFT | F | 3.98% | 6.84% | 3.98% | |
| NFLX | A | 1.82% | 4.07% | 1.82% | |
| NVDA | C | 10.8% | 10.46% | 10.46% | |
| PANW | C | 0.3% | 2.72% | 0.3% | |
| PYPL | B | 2.42% | 1.99% | 1.99% | |
| TSLA | B | 2.67% | 1.66% | 1.66% | |
| TSM | B | 4.74% | 1.86% | 1.86% | |
| V | A | 3.87% | 4.94% | 3.87% | |
| WDAY | B | 1.73% | 1.35% | 1.35% |
AOTG Overweight 33 Positions Relative to LRGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | 7.3% | |
| TOST | B | 6.25% | |
| NU | C | 4.82% | |
| SHOP | B | 4.06% | |
| PCTY | B | 3.4% | |
| MELI | D | 2.42% | |
| NOW | A | 2.26% | |
| TYL | B | 1.86% | |
| TTD | B | 1.83% | |
| SPOT | B | 1.77% | |
| SOFI | A | 1.08% | |
| PAYC | B | 1.06% | |
| SQ | B | 1.04% | |
| DLO | C | 1.0% | |
| DDOG | A | 0.92% | |
| DOCU | A | 0.91% | |
| IOT | A | 0.62% | |
| DOCN | D | 0.56% | |
| ZM | B | 0.52% | |
| ROKU | D | 0.46% | |
| ADSK | A | 0.45% | |
| VEEV | C | 0.43% | |
| DAY | B | 0.43% | |
| Z | A | 0.37% | |
| SNOW | C | 0.35% | |
| BILL | A | 0.35% | |
| PAYX | C | 0.35% | |
| AXP | A | 0.32% | |
| MA | C | 0.26% | |
| OKTA | C | 0.19% | |
| MDB | C | 0.15% | |
| FSLY | D | 0.07% | |
| NTLA | F | 0.06% |
AOTG Underweight 25 Positions Relative to LRGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -4.93% | |
| META | D | -4.83% | |
| UNH | C | -2.8% | |
| GWW | B | -2.27% | |
| ETN | A | -2.11% | |
| ISRG | A | -2.07% | |
| UBER | D | -1.91% | |
| INTU | C | -1.84% | |
| TMO | F | -1.83% | |
| EQIX | A | -1.8% | |
| SPGI | C | -1.71% | |
| SHW | A | -1.69% | |
| HON | B | -1.53% | |
| ASML | F | -1.49% | |
| MMC | B | -1.49% | |
| UNP | C | -1.48% | |
| ACN | C | -1.48% | |
| SYK | C | -1.45% | |
| ZTS | D | -1.4% | |
| MNST | C | -1.21% | |
| TGT | F | -1.12% | |
| ICE | C | -0.93% | |
| ABNB | C | -0.8% | |
| NEE | D | -0.58% | |
| SBUX | A | -0.57% |
AOTG: Top Represented Industries & Keywords
LRGE: Top Represented Industries & Keywords
Compare ETFs
