LCG vs. IYR ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to iShares U.S. Real Estate ETF (IYR)

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

$28.67

Average Daily Volume

7,107

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IYR

iShares U.S. Real Estate ETF

IYR Description

The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$83.61

Average Daily Volume

6,519,969

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LCG	IYR
30 Days	-5.51%	-4.43%
60 Days	-4.97%	-4.38%
90 Days	0.57%	-4.72%
12 Months	30.53%	3.26%

1 Overlapping Holdings

	Symbol	Grade	Weight in LCG	Weight in IYR	Overlap
	CSGP	B	7.63%	3.11%	3.11%

LCG Overweight 19 Positions Relative to IYR

Symbol	Grade	Weight
SPGI	D	7.68%
SHOP	C	5.94%
IDXX	D	5.87%
AMZN	B	4.92%
GOOG	A	4.86%
VEEV	D	4.37%
OKTA	D	4.37%
HUBS	A	4.08%
MSCI	F	3.91%
NOW	C	3.91%
WDAY	D	3.66%
MDB	D	3.65%
CDNS	D	3.12%
MSFT	D	3.11%
SNPS	D	3.07%
ODFL	D	2.95%
TEAM	D	2.8%
SAIA	D	1.91%
HEI	A	1.11%

LCG Underweight 71 Positions Relative to IYR

Symbol	Grade	Weight
PLD	F	-9.16%
AMT	F	-6.94%
EQIX	D	-4.63%
WELL	A	-4.31%
SPG	C	-4.03%
O	A	-3.73%
PSA	D	-3.66%
DLR	C	-3.64%
CCI	D	-3.6%
EXR	D	-2.53%
VICI	D	-2.48%
AVB	A	-2.24%
CBRE	C	-2.24%
WY	D	-2.06%
IRM	B	-1.92%
SBAC	D	-1.86%
EQR	A	-1.82%
INVH	B	-1.68%
ARE	C	-1.63%
VTR	C	-1.48%
ESS	A	-1.32%
SUI	D	-1.3%
MAA	C	-1.28%
HST	C	-1.19%
DOC	A	-1.11%
KIM	D	-1.04%
WPC	C	-1.03%
ELS	F	-1.01%
GLPI	F	-0.99%
AMH	C	-0.97%
UDR	A	-0.94%
CPT	A	-0.9%
LAMR	B	-0.86%
CUBE	D	-0.84%
REG	D	-0.83%
REXR	F	-0.83%
NLY	C	-0.78%
BXP	B	-0.74%
JLL	C	-0.73%
EGP	F	-0.7%
OHI	C	-0.65%
NNN	C	-0.64%
FRT	A	-0.63%
Z	D	-0.61%
FR	D	-0.59%
STAG	D	-0.57%
BRX	C	-0.56%
AGNC	C	-0.55%
COLD	F	-0.55%
STWD	C	-0.5%
ADC	A	-0.49%
AIRC	A	-0.49%
HR	B	-0.46%
RITM	A	-0.45%
RYN	D	-0.37%
VNO	A	-0.36%
KRC	D	-0.31%
PCH	F	-0.3%
CUZ	B	-0.29%
BXMT	F	-0.28%
SBRA	C	-0.28%
MPW	B	-0.25%
NSA	D	-0.25%
LXP	F	-0.23%
CDP	D	-0.22%
ZG	D	-0.2%
HHH	D	-0.17%
DEI	B	-0.15%
OPEN	F	-0.11%
JBGS	C	-0.09%
NLOP	F	-0.03%