LRGE vs. GBUY ETF Comparison

Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to Goldman Sachs New Age Consumer ETF (GBUY)
LRGE

ClearBridge Large Cap Growth ESG ETF

LRGE Description

The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$75.66

Average Daily Volume

11,880

Number of Holdings *

39

* may have additional holdings in another (foreign) market
GBUY

Goldman Sachs New Age Consumer ETF

GBUY Description The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Goldman Sachs New Age Consumer Index (the "index"). The fund seeks to achieve its investment objective by investing at least 80% of its assets in securities included in its underlying index. The index is designed to deliver exposure to companies with common equity securities listed on exchanges in certain developed markets that may benefit from the on-going structural shifts in the consumer market due to changes in demographics, technology and preferences (the "New Age Consumer Theme").

Grade (RS Rating)

Last Trade

$35.21

Average Daily Volume

4,764

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period LRGE GBUY
30 Days 4.70% 0.71%
60 Days 9.90% 10.48%
90 Days 12.48% 11.04%
12 Months 39.68% 34.32%
5 Overlapping Holdings
Symbol Grade Weight in LRGE Weight in GBUY Overlap
AAPL C 4.84% 7.96% 4.84%
AMZN A 7.01% 7.03% 7.01%
META C 5.05% 4.39% 4.39%
NEE D 0.75% 2.57% 0.75%
NVDA A 10.31% 8.39% 8.39%
LRGE Overweight 34 Positions Relative to GBUY
Symbol Grade Weight
MSFT D 7.19%
V A 4.66%
NFLX A 3.53%
UNH B 3.0%
PANW A 2.57%
ISRG B 2.31%
CRM B 2.28%
UBER C 2.18%
GWW A 2.17%
ETN B 2.06%
LLY F 2.05%
TMO D 2.02%
PYPL B 2.01%
TSM C 1.97%
EQIX C 1.82%
SPGI D 1.7%
SHW C 1.69%
ASML F 1.64%
GOOGL B 1.63%
ADBE D 1.6%
INTU C 1.57%
ACN B 1.54%
MMC D 1.53%
ZTS F 1.49%
HON C 1.41%
TGT F 1.39%
SYK B 1.38%
UNP C 1.29%
WDAY C 1.25%
TSLA A 1.22%
MNST B 1.22%
ICE D 1.02%
SBUX C 0.58%
ABNB C 0.3%
LRGE Underweight 19 Positions Relative to GBUY
Symbol Grade Weight
GOOG B -6.34%
MA B -4.11%
LYV B -2.82%
TJX D -2.56%
MRVL B -2.48%
TMUS B -2.24%
SPOT B -2.17%
EA B -2.07%
DIS C -1.91%
SHOP B -1.78%
MELI B -1.76%
AMT F -1.69%
NKE F -1.0%
ILMN B -0.97%
CMG C -0.87%
SE C -0.76%
TME C -0.42%
FL F -0.36%
ELF F -0.33%
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