EAGL vs. SHRY ETF Comparison
Comparison of Eagle Capital Select Equity ETF (EAGL) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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
$28.66
Average Daily Volume
53,629
24
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$42.79
Average Daily Volume
431
49
Performance
| Period | EAGL | SHRY |
|---|---|---|
| 30 Days | 3.93% | 5.15% |
| 60 Days | 4.69% | 4.33% |
| 90 Days | 7.12% | 5.24% |
| 12 Months |
EAGL Underweight 44 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -5.34% | |
| AMP | B | -5.01% | |
| PFG | C | -4.77% | |
| CAH | B | -3.8% | |
| EOG | C | -3.63% | |
| KMI | B | -3.13% | |
| HPQ | B | -3.07% | |
| MCK | C | -3.03% | |
| LYB | F | -2.95% | |
| HIG | B | -2.86% | |
| LMT | D | -2.52% | |
| NVR | D | -2.49% | |
| AFL | B | -2.46% | |
| JNJ | D | -2.35% | |
| GIS | D | -2.33% | |
| MET | A | -2.28% | |
| CME | A | -2.25% | |
| SLB | C | -1.95% | |
| KMB | C | -1.84% | |
| MDT | D | -1.73% | |
| PG | A | -1.73% | |
| MRK | F | -1.59% | |
| BLK | C | -1.56% | |
| PAYX | B | -1.55% | |
| CL | D | -1.54% | |
| UNP | C | -1.52% | |
| TRV | B | -1.51% | |
| ADP | B | -1.49% | |
| ABT | B | -1.46% | |
| AAPL | B | -1.43% | |
| ORLY | B | -1.36% | |
| SHW | A | -1.18% | |
| MA | B | -1.16% | |
| QCOM | F | -1.15% | |
| MCD | D | -1.1% | |
| BX | B | -1.1% | |
| ETN | A | -1.07% | |
| CB | D | -0.99% | |
| ADBE | C | -0.96% | |
| ORCL | C | -0.85% | |
| AMAT | F | -0.72% | |
| ACN | B | -0.7% | |
| KLAC | F | -0.54% | |
| BRK.A | B | -0.39% |
EAGL: Top Represented Industries & Keywords
SHRY: Top Represented Industries & Keywords
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