PCGG vs. BELT ETF Comparison

Comparison of Polen Capital Global Growth ETF (PCGG) to BlackRock Long-Term U.S. Equity ETF (BELT)
PCGG

Polen Capital Global Growth ETF

PCGG Description

The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$12.01

Average Daily Volume

50,318

Number of Holdings *

21

* 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

$30.62

Average Daily Volume

992

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period PCGG BELT
30 Days 4.21% 2.62%
60 Days 3.15% 1.68%
90 Days 4.76% 3.14%
12 Months 16.97%
4 Overlapping Holdings
Symbol Grade Weight in PCGG Weight in BELT Overlap
GOOG C 7.72% 7.84% 7.72%
MA C 4.62% 6.98% 4.62%
MSFT F 5.96% 12.99% 5.96%
TMO F 2.85% 3.07% 2.85%
PCGG Overweight 17 Positions Relative to BELT
Symbol Grade Weight
AMZN C 9.22%
ABT B 4.56%
ADBE C 4.24%
V A 4.19%
WDAY B 4.12%
MSCI C 4.1%
AON A 4.03%
SHOP B 3.88%
ICLR D 3.35%
PAYC B 3.06%
ACN C 2.73%
GLOB B 2.42%
NOW A 2.27%
ZTS D 2.14%
ABNB C 1.62%
ORCL B 1.53%
ADP B 1.47%
PCGG Underweight 16 Positions Relative to BELT
Symbol Grade Weight
META D -8.41%
CDNS B -5.25%
NVO D -5.18%
SPGI C -5.06%
TT A -5.03%
IR B -4.4%
ISRG A -4.34%
HWM A -4.21%
CMG B -3.94%
INTU C -3.89%
MASI A -3.51%
ADI D -2.83%
ENTG D -2.74%
NVDA C -2.57%
FND C -2.54%
LRCX F -2.35%
Compare ETFs