LCG vs. BELT ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to BlackRock Long-Term U.S. Equity ETF (BELT)

LCG

Sterling Capital Focus Equity ETF

LCG Description

Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations

Grade (RS Rating)

Last Trade

$30.19

Average Daily Volume

7,766

Number of Holdings ^*

19

* may have additional holdings in another (foreign) market

BELT

BlackRock Long-Term U.S. Equity ETF

BELT Description

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.04

Average Daily Volume

996

Number of Holdings ^*

20

* may have additional holdings in another (foreign) market

Performance

Period	LCG	BELT
30 Days	3.20%	0.73%
60 Days	2.72%	0.98%
90 Days	6.11%	2.70%
12 Months	15.47%

4 Overlapping Holdings

	Symbol	Grade	Weight in LCG	Weight in BELT	Overlap
	CDNS	B	3.14%	5.26%	3.14%
	GOOG	B	4.7%	7.72%	4.7%
	MSFT	D	3.08%	12.96%	3.08%
	SPGI	D	7.79%	5.04%	5.04%

LCG Overweight 15 Positions Relative to BELT

	Symbol	Grade	Weight
	SHOP	B	9.42%
	CSGP	C	6.38%
	AMZN	B	4.83%
	IDXX	F	4.81%
	VEEV	C	4.49%
	SAIA	C	4.47%
	MDB	C	4.44%
	MSCI	C	4.36%
	HUBS	A	3.87%
	ODFL	B	3.72%
	NOW	B	3.68%
	WDAY	C	3.63%
	ASML	F	3.56%
	TEAM	B	3.36%
	SNPS	C	3.12%

LCG Underweight 16 Positions Relative to BELT

	Symbol	Grade	Weight
	META	C	-8.52%
	MA	B	-6.87%
	NVO	D	-5.28%
	TT	A	-4.96%
	IR	B	-4.4%
	ISRG	A	-4.24%
	INTU	B	-4.18%
	HWM	A	-4.11%
	CMG	C	-3.9%
	MASI	B	-3.4%
	TMO	D	-3.21%
	ENTG	F	-2.84%
	ADI	D	-2.8%
	FND	D	-2.56%
	NVDA	A	-2.5%
	LRCX	F	-2.43%

LCG: Top Represented Industries & Keywords

Industries: Software - Application Capital Markets Trucking Diagnostics & Research Health Information Services Internet Content & Information Real Estate Services Semiconductor Equipment & Materials Software - Infrastructure Specialty Retail

Keywords: Nasdaq 100 S&P 500 Computing Software As A Service Work From Home Analytical Tool Cloud Infrastructure Hyperscale Integrated Circuits Software Analytical Tools Business Intelligence CRM Cloud Applications Cloud Computing Content Management Customer Relationship Management Dow Jones Component Electronic Design Electronic Design Automation

BELT: Top Represented Industries & Keywords

Industries: Internet Content & Information Medical Instruments & Supplies Semiconductor Equipment & Materials Semiconductors Software - Application Specialty Industrial Machinery Biotechnology Capital Markets Credit Services Diagnostics & Research Diversified Industrials Home Improvement Stores Restaurants Software - Infrastructure

Keywords: S&P 500 Nasdaq 100 Computing Integrated Circuits Hyperscale IBD 50 Refrigeration Semiconductor Smartphones Software Aerospace Camera Chemical Vapor Deposition Dow Jones Component Electronic Design Electronic Engineering Electronics Manufacturing Process Medicine Mobile Devices