OZEM vs. PCIG ETF Comparison
Comparison of Roundhill GLP-1 & Weight Loss ETF (OZEM) to Polen Capital International Growth ETF (PCIG)
OZEM
Roundhill GLP-1 & Weight Loss ETF
OZEM Description
OZEM targets the global weight management industry. The fund invests in companies involved in the development of GLP-1 and other weight loss drugs. GLP-1 agonists seek to aid in weight management by lowering blood sugar levels, reducing appetite, and promoting fullness. The portfolio consists of firms with GLP-1 and weight loss drugs that have been approved by or are currently undergoing Phase I, Phase II, and/or Phase III clinical trials of the US Food & Drug Administration (FDA), or any applicable food and drug regulator for non-US companies. The portfolio is constructed using a proprietary methodology, which selects companies with high levels of thematic relevance based on research of each companys public filings and disclosures. In addition, eligible securities must meet minimum market-cap and liquidity requirements. The actively managed fund, although rebalances portfolio weighting on at least a quarterly basis, may have a heavy concentration on a few names.
Grade (RS Rating)
Last Trade
$25.29
Average Daily Volume
37,622
14
PCIG
Polen Capital International Growth ETF
PCIG Description
PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.Grade (RS Rating)
Last Trade
$9.46
Average Daily Volume
5,619
10
Performance
| Period | OZEM | PCIG |
|---|---|---|
| 30 Days | -10.60% | -2.52% |
| 60 Days | -11.17% | -4.25% |
| 90 Days | -12.25% | -4.83% |
| 12 Months |
0 Overlapping Holdings
| Symbol | Grade | Weight in OZEM | Weight in PCIG | Overlap |
|---|
OZEM: Top Represented Industries & Keywords
PCIG: Top Represented Industries & Keywords
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