EAGL vs. AIFD ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to TCW Artificial Intelligence ETF (AIFD)
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.
Grade (RS Rating)
Last Trade
$28.79
Average Daily Volume
54,130
24
AIFD
TCW Artificial Intelligence ETF
AIFD Description
The fund will invest, under normal circumstances, at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in securities of businesses that the Adviser has identified, through annual reports, press releases and other public statements by an issuer, as well as the Adviser"s due diligence process, as using, or as having demonstrated an intent to use, predictive or generative AI in a way that is or has the potential to deliver a material improvement in the company"s financial condition. The fund is non-diversified.Grade (RS Rating)
Last Trade
$29.31
Average Daily Volume
6,771
31
Performance
| Period | EAGL | AIFD |
|---|---|---|
| 30 Days | 4.39% | 5.23% |
| 60 Days | 4.84% | 8.64% |
| 90 Days | 8.27% | 13.99% |
| 12 Months |
EAGL Underweight 26 Positions Relative to AIFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -9.43% | |
| ANET | C | -6.98% | |
| PANW | B | -4.97% | |
| TSLA | B | -4.53% | |
| NOW | A | -4.38% | |
| MU | F | -3.69% | |
| VRT | B | -3.61% | |
| CYBR | A | -3.16% | |
| MSI | B | -2.87% | |
| TTD | B | -2.49% | |
| CRM | B | -2.46% | |
| AAPL | A | -2.38% | |
| ETN | A | -2.31% | |
| DDOG | B | -2.24% | |
| MRVL | B | -2.22% | |
| ASML | F | -2.08% | |
| IBM | C | -2.03% | |
| CGNX | C | -1.76% | |
| LRCX | F | -1.67% | |
| ON | D | -1.64% | |
| PINS | D | -1.63% | |
| CDNS | B | -1.52% | |
| DE | B | -1.44% | |
| QCOM | F | -1.24% | |
| AMD | F | -1.04% | |
| AVGO | D | -0.88% |
EAGL: Top Represented Industries & Keywords
AIFD: Top Represented Industries & Keywords
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