EQTY vs. LCLG ETF Comparison
Comparison of Kovitz Core Equity ETF (EQTY) to Logan Capital Broad Innovative Growth ETF (LCLG)
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.
Grade (RS Rating)
Last Trade
$24.07
Average Daily Volume
36,225
Number of Holdings
*
38
* may have additional holdings in another (foreign) market
LCLG
Logan Capital Broad Innovative Growth ETF
LCLG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.Grade (RS Rating)
Last Trade
$52.46
Average Daily Volume
577
Number of Holdings
*
57
* may have additional holdings in another (foreign) market
Performance
| Period | EQTY | LCLG |
|---|---|---|
| 30 Days | 0.78% | 5.57% |
| 60 Days | 4.09% | 8.82% |
| 90 Days | 6.56% | 11.32% |
| 12 Months | 27.72% | 40.15% |
EQTY Overweight 32 Positions Relative to LCLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | A | 4.68% | |
| BDX | F | 3.98% | |
| KEYS | A | 3.93% | |
| V | A | 3.77% | |
| CRM | B | 3.76% | |
| PM | A | 3.75% | |
| J | D | 3.58% | |
| ICE | D | 3.4% | |
| KMX | C | 3.36% | |
| FI | A | 3.18% | |
| LOW | C | 3.16% | |
| BRK.A | B | 3.16% | |
| PCAR | C | 3.13% | |
| AXP | B | 3.02% | |
| ORCL | A | 2.96% | |
| AON | B | 2.92% | |
| JPM | B | 2.57% | |
| PPG | F | 2.36% | |
| MSI | A | 2.08% | |
| DLTR | F | 1.86% | |
| ADI | D | 1.73% | |
| DEO | F | 1.72% | |
| AMAT | F | 1.67% | |
| HAS | D | 1.07% | |
| AMD | F | 0.94% | |
| HAYW | B | 0.65% | |
| MSFT | D | 0.24% | |
| SYK | A | 0.13% | |
| GGG | B | 0.1% | |
| VRSK | A | 0.08% | |
| ABT | B | 0.06% | |
| EFX | F | 0.06% |
EQTY Underweight 51 Positions Relative to LCLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -5.16% | |
| NFLX | A | -5.14% | |
| MA | B | -4.62% | |
| APH | B | -4.28% | |
| AVGO | D | -3.99% | |
| KLAC | F | -3.65% | |
| DKS | D | -3.01% | |
| CTAS | B | -2.83% | |
| URI | B | -2.58% | |
| FAST | B | -2.32% | |
| ODFL | B | -2.16% | |
| DECK | A | -1.86% | |
| TTD | B | -1.78% | |
| COIN | B | -1.78% | |
| LAD | B | -1.76% | |
| BURL | B | -1.75% | |
| WSM | C | -1.65% | |
| CPRT | B | -1.62% | |
| SHW | C | -1.58% | |
| MTD | F | -1.58% | |
| TXRH | B | -1.54% | |
| LECO | C | -1.46% | |
| EA | A | -1.32% | |
| WAT | B | -1.29% | |
| SBUX | B | -1.28% | |
| ZBRA | B | -1.2% | |
| ADBE | D | -1.1% | |
| ACN | B | -1.07% | |
| MAR | B | -0.98% | |
| NDSN | C | -0.96% | |
| HD | C | -0.93% | |
| GPK | D | -0.9% | |
| LPLA | A | -0.87% | |
| MNST | C | -0.87% | |
| PAYC | B | -0.84% | |
| A | F | -0.82% | |
| HUBB | B | -0.8% | |
| IQV | F | -0.69% | |
| LOGI | F | -0.68% | |
| LULU | C | -0.66% | |
| ZTS | D | -0.59% | |
| TRMB | B | -0.58% | |
| ELF | C | -0.56% | |
| ETN | B | -0.53% | |
| POOL | D | -0.45% | |
| CRL | D | -0.41% | |
| NSP | F | -0.4% | |
| LW | C | -0.38% | |
| RH | C | -0.36% | |
| OMF | A | -0.35% | |
| IPGP | D | -0.25% |
EQTY: Top Represented Industries & Keywords
Industries:
Business Services
Internet Content & Information
Credit Services
Medical Devices
Semiconductors
Software - Infrastructure
Auto & Truck Dealerships
Banks - Global
Beverages - Wineries & Distilleries
Capital Markets
Communication Equipment
Computer Systems
Consumer Electronics
Discount Stores
Diversified Industrials
Electrical Equipment & Parts
Engineering & Construction
Financial Data & Stock Exchanges
Home Improvement Stores
Insurance - Diversified
LCLG: Top Represented Industries & Keywords
Industries:
Diagnostics & Research
Software - Application
Specialty Retail
Internet Content & Information
Auto & Truck Dealerships
Computer Systems
Credit Services
Diversified Industrials
Electronic Components
Restaurants
Semiconductor Equipment & Materials
Apparel Stores
Beverages - Soft Drinks
Business Services
Capital Markets
Consumer Electronics
Discount Stores
Drug Manufacturers - Specialty & Generic
Electronic Gaming & Multimedia
Footwear & Accessories
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