PCIG vs. DSI ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to iShares KLD 400 Social Index Fund (DSI)
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
$9.52
Average Daily Volume
5,603
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
DSI
iShares KLD 400 Social Index Fund
DSI Description
The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.Grade (RS Rating)
Last Trade
$113.61
Average Daily Volume
99,454
Number of Holdings
*
402
* may have additional holdings in another (foreign) market
Performance
| Period | PCIG | DSI |
|---|---|---|
| 30 Days | -1.19% | 3.90% |
| 60 Days | -3.79% | 5.62% |
| 90 Days | -4.23% | 6.91% |
| 12 Months | 32.55% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in DSI | Overlap | |
|---|---|---|---|---|---|
| ACN | C | 0.82% | 0.81% | 0.81% |
PCIG Underweight 401 Positions Relative to DSI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -12.73% | |
| MSFT | F | -10.68% | |
| GOOGL | C | -3.69% | |
| TSLA | B | -3.36% | |
| GOOG | C | -3.2% | |
| V | A | -1.78% | |
| MA | C | -1.58% | |
| HD | A | -1.48% | |
| PG | A | -1.46% | |
| CRM | B | -1.15% | |
| ORCL | B | -1.11% | |
| ABBV | D | -1.06% | |
| KO | D | -0.92% | |
| MRK | F | -0.89% | |
| CSCO | B | -0.84% | |
| ADBE | C | -0.81% | |
| LIN | D | -0.79% | |
| PEP | F | -0.79% | |
| AMD | F | -0.79% | |
| MCD | D | -0.77% | |
| NOW | A | -0.76% | |
| DIS | B | -0.76% | |
| INTU | C | -0.7% | |
| IBM | C | -0.69% | |
| CAT | B | -0.68% | |
| TXN | C | -0.67% | |
| VZ | C | -0.64% | |
| BKNG | A | -0.62% | |
| MS | A | -0.6% | |
| AXP | A | -0.6% | |
| SPGI | C | -0.59% | |
| BLK | C | -0.57% | |
| LOW | D | -0.56% | |
| DHR | F | -0.56% | |
| PGR | A | -0.55% | |
| AMGN | D | -0.55% | |
| ETN | A | -0.52% | |
| UNP | C | -0.52% | |
| AMAT | F | -0.51% | |
| VRTX | F | -0.44% | |
| ADP | B | -0.44% | |
| SCHW | B | -0.44% | |
| BMY | B | -0.42% | |
| SBUX | A | -0.41% | |
| MMC | B | -0.4% | |
| GILD | C | -0.4% | |
| CB | C | -0.4% | |
| INTC | D | -0.38% | |
| DE | A | -0.38% | |
| PLD | D | -0.38% | |
| ADI | D | -0.37% | |
| UPS | C | -0.36% | |
| TT | A | -0.34% | |
| NKE | D | -0.34% | |
| ELV | F | -0.34% | |
| ICE | C | -0.33% | |
| PH | A | -0.33% | |
| SHW | A | -0.33% | |
| CI | F | -0.33% | |
| LRCX | F | -0.33% | |
| AMT | D | -0.33% | |
| MDLZ | F | -0.32% | |
| EQIX | A | -0.31% | |
| PYPL | B | -0.31% | |
| WELL | A | -0.3% | |
| CME | A | -0.3% | |
| MSI | B | -0.3% | |
| PNC | B | -0.3% | |
| CDNS | B | -0.29% | |
| SNPS | B | -0.29% | |
| ZTS | D | -0.29% | |
| ITW | B | -0.29% | |
| MCO | B | -0.28% | |
| CL | D | -0.27% | |
| TGT | F | -0.26% | |
| APD | A | -0.26% | |
| MMM | D | -0.26% | |
| HCA | F | -0.25% | |
| CRH | A | -0.25% | |
| MAR | B | -0.25% | |
| CSX | B | -0.25% | |
| BDX | F | -0.24% | |
| HLT | A | -0.23% | |
| TFC | A | -0.23% | |
| ECL | D | -0.23% | |
| OKE | A | -0.23% | |
| AJG | B | -0.23% | |
| ADSK | A | -0.23% | |
| NSC | B | -0.22% | |
| TRV | B | -0.22% | |
| CARR | D | -0.22% | |
| FTNT | C | -0.22% | |
| RCL | A | -0.21% | |
| JCI | C | -0.21% | |
| BK | A | -0.21% | |
| SRE | A | -0.21% | |
| DLR | B | -0.21% | |
| SPG | B | -0.21% | |
| ROP | B | -0.21% | |
| PCAR | B | -0.21% | |
| WDAY | B | -0.2% | |
| PSX | C | -0.2% | |
| NXPI | D | -0.2% | |
| MPC | D | -0.2% | |
| URI | B | -0.2% | |
| FICO | B | -0.2% | |
| AMP | A | -0.2% | |
| ALL | A | -0.19% | |
| GWW | B | -0.19% | |
| LNG | B | -0.18% | |
| FIS | C | -0.18% | |
| CPRT | A | -0.18% | |
| CMI | A | -0.18% | |
| TEL | B | -0.17% | |
| PRU | A | -0.17% | |
| VLO | C | -0.17% | |
| FAST | B | -0.17% | |
| NEM | D | -0.17% | |
| PWR | A | -0.17% | |
| BKR | B | -0.16% | |
| COR | B | -0.16% | |
| DFS | B | -0.16% | |
| CCI | D | -0.16% | |
| KMB | D | -0.16% | |
| FERG | B | -0.15% | |
| EA | A | -0.15% | |
| EW | C | -0.15% | |
| IR | B | -0.15% | |
| TRGP | B | -0.15% | |
| A | D | -0.14% | |
| DELL | C | -0.14% | |
| SYY | B | -0.14% | |
| GLW | B | -0.14% | |
| TEAM | A | -0.14% | |
| CTSH | B | -0.14% | |
| EXC | C | -0.14% | |
| KR | B | -0.14% | |
| CBRE | B | -0.14% | |
| RMD | C | -0.13% | |
| WAB | B | -0.13% | |
| IDXX | F | -0.13% | |
| HIG | B | -0.13% | |
| IQV | D | -0.13% | |
| GIS | D | -0.13% | |
| MTB | A | -0.13% | |
| HPQ | B | -0.13% | |
| WTW | B | -0.12% | |
| GRMN | B | -0.12% | |
| ROK | B | -0.12% | |
| AVB | B | -0.12% | |
| VEEV | C | -0.12% | |
| HUBS | A | -0.12% | |
| HUM | C | -0.12% | |
| ED | D | -0.12% | |
| IRM | D | -0.12% | |
| MCHP | D | -0.12% | |
| NDAQ | A | -0.12% | |
| KDP | D | -0.12% | |
| PPG | F | -0.11% | |
| CAH | B | -0.11% | |
| ANSS | B | -0.11% | |
| XYL | D | -0.11% | |
| TSCO | D | -0.11% | |
| DXCM | D | -0.11% | |
| CNC | D | -0.11% | |
| KEYS | A | -0.1% | |
| AWK | D | -0.1% | |
| HAL | C | -0.1% | |
| ADM | D | -0.1% | |
| FTV | C | -0.1% | |
| TROW | B | -0.1% | |
| CHD | B | -0.1% | |
| DECK | A | -0.1% | |
| BR | A | -0.1% | |
| HPE | B | -0.1% | |
| DOV | A | -0.1% | |
| ON | D | -0.1% | |
| KHC | F | -0.1% | |
| STT | A | -0.1% | |
| EME | C | -0.09% | |
| SBAC | D | -0.09% | |
| RF | A | -0.09% | |
| EQR | B | -0.09% | |
| MTD | D | -0.09% | |
| VLTO | D | -0.09% | |
| SYF | B | -0.09% | |
| HBAN | A | -0.09% | |
| VTR | C | -0.09% | |
| CLX | B | -0.08% | |
| WAT | B | -0.08% | |
| WBD | C | -0.08% | |
| CFG | B | -0.08% | |
| ILMN | D | -0.08% | |
| BLDR | D | -0.08% | |
| LYB | F | -0.08% | |
| ES | D | -0.08% | |
| STE | F | -0.08% | |
| NTRS | A | -0.08% | |
| IFF | D | -0.08% | |
| ATO | A | -0.08% | |
| K | A | -0.08% | |
| PTC | A | -0.08% | |
| WST | C | -0.08% | |
| ZBH | C | -0.08% | |
| BIIB | F | -0.08% | |
| KEY | B | -0.07% | |
| PODD | C | -0.07% | |
| HOLX | D | -0.07% | |
| FDS | B | -0.07% | |
| MKC | D | -0.07% | |
| TRU | D | -0.07% | |
| SNA | A | -0.07% | |
| BALL | D | -0.07% | |
| IP | B | -0.07% | |
| BBY | D | -0.07% | |
| OMC | C | -0.07% | |
| FSLR | F | -0.07% | |
| STX | D | -0.07% | |
| LII | A | -0.07% | |
| ZBRA | B | -0.07% | |
| LH | C | -0.07% | |
| COO | D | -0.07% | |
| DRI | B | -0.07% | |
| PFG | D | -0.07% | |
| CMS | C | -0.07% | |
| GWRE | A | -0.06% | |
| EQH | B | -0.06% | |
| TWLO | A | -0.06% | |
| L | A | -0.06% | |
| AVY | D | -0.06% | |
| ALGN | D | -0.06% | |
| NI | A | -0.06% | |
| GEN | B | -0.06% | |
| WSM | B | -0.06% | |
| OC | A | -0.06% | |
| EXPD | D | -0.06% | |
| IEX | B | -0.06% | |
| MAS | D | -0.06% | |
| TRMB | B | -0.06% | |
| ULTA | F | -0.06% | |
| PNR | A | -0.06% | |
| DGX | A | -0.06% | |
| JLL | D | -0.05% | |
| CHRW | C | -0.05% | |
| CAG | D | -0.05% | |
| BG | F | -0.05% | |
| SWK | D | -0.05% | |
| AKAM | D | -0.05% | |
| SWKS | F | -0.05% | |
| UDR | B | -0.05% | |
| POOL | C | -0.05% | |
| FFIV | B | -0.05% | |
| APTV | D | -0.05% | |
| DOC | D | -0.05% | |
| EL | F | -0.05% | |
| FLEX | A | -0.05% | |
| DPZ | C | -0.05% | |
| JBHT | C | -0.05% | |
| GGG | B | -0.05% | |
| MKTX | D | -0.04% | |
| ALLY | C | -0.04% | |
| WTRG | B | -0.04% | |
| AYI | B | -0.04% | |
| LKQ | D | -0.04% | |
| AIT | A | -0.04% | |
| DAL | C | -0.04% | |
| TECH | D | -0.04% | |
| GME | C | -0.04% | |
| LW | C | -0.04% | |
| TTEK | F | -0.04% | |
| PAYC | B | -0.04% | |
| SJM | D | -0.04% | |
| BXP | D | -0.04% | |
| LECO | B | -0.04% | |
| OKTA | C | -0.04% | |
| BMRN | D | -0.04% | |
| HST | C | -0.04% | |
| ALB | C | -0.04% | |
| KMX | B | -0.04% | |
| ALLE | D | -0.04% | |
| FTI | A | -0.04% | |
| R | B | -0.03% | |
| JAZZ | B | -0.03% | |
| MIDD | C | -0.03% | |
| RIVN | F | -0.03% | |
| ALV | C | -0.03% | |
| MHK | D | -0.03% | |
| RHI | B | -0.03% | |
| FLS | B | -0.03% | |
| BWA | D | -0.03% | |
| NYT | C | -0.03% | |
| HAS | D | -0.03% | |
| VOYA | B | -0.03% | |
| CPB | D | -0.03% | |
| MOS | F | -0.03% | |
| DVA | B | -0.03% | |
| FRT | B | -0.03% | |
| LUMN | C | -0.03% | |
| AOS | F | -0.03% | |
| HRL | D | -0.03% | |
| ZION | B | -0.03% | |
| KNX | B | -0.03% | |
| HSIC | B | -0.03% | |
| AXTA | A | -0.03% | |
| ARMK | B | -0.03% | |
| INGR | B | -0.03% | |
| CMA | A | -0.03% | |
| FBIN | D | -0.03% | |
| CNH | C | -0.03% | |
| FUL | F | -0.02% | |
| HOG | D | -0.02% | |
| CHH | A | -0.02% | |
| ORA | B | -0.02% | |
| AN | C | -0.02% | |
| SIG | B | -0.02% | |
| GVA | A | -0.02% | |
| GAP | C | -0.02% | |
| ST | F | -0.02% | |
| NJR | A | -0.02% | |
| LUV | C | -0.02% | |
| SON | D | -0.02% | |
| EXPO | D | -0.02% | |
| TKR | D | -0.02% | |
| UGI | A | -0.02% | |
| AL | B | -0.02% | |
| ITRI | B | -0.02% | |
| SEE | C | -0.02% | |
| PVH | C | -0.02% | |
| UHAL | D | -0.02% | |
| IVZ | B | -0.02% | |
| AGCO | D | -0.02% | |
| LNC | B | -0.02% | |
| WHR | B | -0.02% | |
| BEN | C | -0.02% | |
| NOV | C | -0.02% | |
| MAT | D | -0.02% | |
| MTH | D | -0.02% | |
| VFC | C | -0.02% | |
| MTN | C | -0.02% | |
| ONB | B | -0.02% | |
| DINO | D | -0.02% | |
| CGNX | C | -0.02% | |
| DAR | C | -0.02% | |
| TILE | B | -0.01% | |
| TDOC | C | -0.01% | |
| TNC | D | -0.01% | |
| BKE | B | -0.01% | |
| PDCO | D | -0.01% | |
| LZB | B | -0.01% | |
| WWW | B | -0.01% | |
| LCID | F | -0.01% | |
| CABO | C | -0.01% | |
| CAR | C | -0.01% | |
| UAA | C | -0.01% | |
| FL | F | -0.01% | |
| KSS | F | -0.01% | |
| JWN | C | -0.01% | |
| WLY | B | -0.01% | |
| CPRI | F | -0.01% | |
| MTX | B | -0.01% | |
| ICFI | F | -0.01% | |
| ZI | D | -0.01% | |
| HNI | B | -0.01% | |
| ARCB | C | -0.01% | |
| RNG | B | -0.01% | |
| AVA | A | -0.01% | |
| HBI | B | -0.01% | |
| TDC | D | -0.01% | |
| MAN | D | -0.01% | |
| BOH | B | -0.01% | |
| COLM | B | -0.01% | |
| WU | D | -0.01% | |
| PCH | D | -0.01% | |
| CDP | C | -0.01% | |
| NWL | B | -0.01% | |
| MDU | D | -0.01% | |
| CATY | B | -0.01% | |
| XRAY | F | -0.01% | |
| IBOC | A | -0.01% | |
| SEM | B | -0.01% | |
| ASGN | F | -0.01% | |
| MAC | B | -0.01% | |
| HOUS | D | -0.0% | |
| RDUS | C | -0.0% | |
| KELYA | F | -0.0% | |
| ACCO | C | -0.0% | |
| CMP | C | -0.0% | |
| SCHL | D | -0.0% | |
| ETD | C | -0.0% | |
| HAIN | C | -0.0% | |
| HSII | B | -0.0% | |
| ODP | F | -0.0% | |
| JACK | D | -0.0% | |
| CLB | B | -0.0% | |
| DLX | B | -0.0% | |
| XRX | F | -0.0% | |
| SCS | C | -0.0% | |
| MD | B | -0.0% | |
| MODG | F | -0.0% | |
| UNFI | A | -0.0% | |
| UA | C | -0.0% |
PCIG: Top Represented Industries & Keywords
DSI: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Banks - Regional - US
Packaged Foods
Diagnostics & Research
Asset Management
Semiconductors
Specialty Chemicals
Business Services
Apparel Manufacturing
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Scientific & Technical Instruments
Capital Markets
Drug Manufacturers - Major
Restaurants
Software - Infrastructure
Specialty Retail
Building Materials
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