EAGL vs. IWLG ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to IQ MacKay Municipal Insured ETF (IWLG)
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
$28.56
Average Daily Volume
53,666
24
IWLG
IQ MacKay Municipal Insured ETF
IWLG Description
IQ MacKay Municipal Insured ETF seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IQ MacKay Municipal Insured ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$47.70
Average Daily Volume
10,115
42
Performance
Period | EAGL | IWLG |
---|---|---|
30 Days | 4.69% | 3.60% |
60 Days | 4.39% | 5.25% |
90 Days | 6.69% | 7.23% |
12 Months | 37.83% |
EAGL Underweight 35 Positions Relative to IWLG
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -7.8% | |
AAPL | C | -6.63% | |
AVGO | D | -4.01% | |
LLY | F | -2.51% | |
SPOT | B | -2.49% | |
GOOG | C | -2.44% | |
MA | C | -2.33% | |
ISRG | A | -2.23% | |
GE | D | -2.0% | |
KKR | A | -1.99% | |
TT | A | -1.86% | |
AMD | F | -1.78% | |
NOW | A | -1.75% | |
FICO | B | -1.73% | |
ETN | A | -1.62% | |
INTU | C | -1.55% | |
TSLA | B | -1.52% | |
UBER | D | -1.51% | |
MELI | D | -1.49% | |
LRCX | F | -1.43% | |
CMG | B | -1.34% | |
SBUX | A | -1.27% | |
ORCL | B | -1.22% | |
SYK | C | -1.19% | |
ORLY | B | -1.19% | |
SHOP | B | -1.11% | |
SNPS | B | -1.07% | |
WCN | A | -1.07% | |
ASML | F | -1.05% | |
VMC | B | -0.97% | |
TXN | C | -0.97% | |
ALNY | D | -0.95% | |
BSX | B | -0.95% | |
ADBE | C | -0.84% | |
BKNG | A | -0.55% |
EAGL: Top Represented Industries & Keywords
IWLG: Top Represented Industries & Keywords