MGRO vs. LCG ETF Comparison

Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO) to Sterling Capital Focus Equity ETF (LCG)

MGRO

SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF

MGRO Description

The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.62

Average Daily Volume

449

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$27.02

Average Daily Volume

10,603

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	MGRO	LCG
30 Days	1.42%	-0.24%
60 Days	-0.92%	-2.19%
90 Days	-6.00%	-11.69%
12 Months		6.18%

2 Overlapping Holdings

	Symbol	Grade	Weight in MGRO	Weight in LCG	Overlap
	AMZN	B	5.14%	4.72%	4.72%
	VEEV	F	4.36%	4.28%	4.28%

MGRO Overweight 8 Positions Relative to LCG

Symbol	Grade	Weight
TYL	A	5.22%
A	D	4.29%
FTNT	D	4.26%
EFX	B	4.23%
ROK	D	4.04%
EL	F	3.95%
MKTX	F	3.87%
ADSK	B	3.8%

MGRO Underweight 17 Positions Relative to LCG

Symbol	Grade	Weight
SPGI	B	-7.64%
CSGP	D	-7.02%
IDXX	D	-6.41%
SHOP	C	-6.41%
GOOG	B	-4.79%
MSCI	F	-4.5%
OKTA	C	-4.34%
NOW	B	-4.31%
MDB	F	-3.92%
HUBS	C	-3.92%
SNPS	B	-3.82%
CDNS	B	-3.72%
MSFT	B	-3.68%
SAIA	B	-3.5%
WDAY	D	-3.34%
ODFL	D	-2.56%
TEAM	D	-2.49%