PCGG vs. RULE ETF Comparison
Comparison of Polen Capital Global Growth ETF (PCGG) to Adaptive Core ETF (RULE)
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
$11.83
Average Daily Volume
50,065
Number of Holdings
*
21
* may have additional holdings in another (foreign) market
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$23.19
Average Daily Volume
5,927
Number of Holdings
*
35
* may have additional holdings in another (foreign) market
Performance
| Period | PCGG | RULE |
|---|---|---|
| 30 Days | 2.78% | 4.17% |
| 60 Days | 3.14% | 5.40% |
| 90 Days | 4.23% | 5.82% |
| 12 Months | 16.38% | 21.04% |
PCGG Underweight 32 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.27% | |
| JPST | A | -4.26% | |
| CRM | B | -3.6% | |
| APO | B | -3.39% | |
| WMB | A | -3.07% | |
| EQIX | A | -3.05% | |
| PCAR | B | -3.04% | |
| XLG | B | -3.04% | |
| SPHQ | A | -3.03% | |
| CAH | B | -3.0% | |
| VST | A | -2.96% | |
| INTU | B | -2.95% | |
| IWF | B | -2.91% | |
| FI | A | -2.91% | |
| BK | A | -2.88% | |
| PH | A | -2.87% | |
| CTAS | B | -2.84% | |
| GWW | B | -2.82% | |
| UBER | F | -2.8% | |
| NFLX | A | -2.78% | |
| PGR | A | -2.72% | |
| HD | B | -2.7% | |
| FTNT | C | -2.67% | |
| RMD | C | -2.65% | |
| FCNCA | A | -2.59% | |
| URI | C | -2.57% | |
| GPN | B | -2.51% | |
| IRM | C | -2.47% | |
| VRT | B | -2.41% | |
| IBM | C | -2.35% | |
| PAYX | B | -2.18% | |
| ARES | A | -1.81% |
PCGG: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Diagnostics & Research
Information Technology Services
Software - Infrastructure
Business Services
Capital Markets
Drug Manufacturers - Specialty & Generic
Insurance Brokers
Internet Content & Information
Internet Content & Information
Medical Devices
Specialty Retail
Keywords:
S&P 500
Nasdaq 100
Computing
Software
Software As A Service
Work From Home
Risk Management
CRM
Cloud Applications
Cloud Computing
Customer Relationship Management
Digital Marketing
Dow Jones Component
Hyperscale
Management Applications
Online Shopping
Software Development
Sql
Application Software
Biotechnology
RULE: Top Represented Industries & Keywords
Industries:
Business Services
Software - Application
Asset Management
Banks - Regional - US
Conglomerates
Credit Services
Diversified Industrials
Home Improvement Stores
Industrial Distribution
Information Technology Services
Insurance - Property & Casualty
Insurance Brokers
Media - Diversified
Medical Distribution
Medical Instruments & Supplies
Oil & Gas Midstream
REIT - Diversified
Rental & Leasing Services
Truck Manufacturing
Utilities - Independent Power Producers
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