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ETFs

SGI U.S. Large Cap Core ETF

SGLC
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Mar 31, 2023
Expense Ratio
0.85%
Type
US Equities
Fund Owner
Summit Global Investments
Volume (1m avg. daily)
$209,038
AUM
$94,538,150
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

MSFT
Microsoft Corporation
6.83%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
5.61%
NVDA
NVIDIA Corp
5.25%
META
Meta Platforms Inc - Ordinary Shares - Class A
3.78%
CVX
Chevron Corp.
3.58%
AAPL
Apple Inc
3.50%
MCD
McDonald`s Corp
3.23%
CRM
Salesforce Inc
3.22%
AIG
American International Group Inc
3.02%
NKE
Nike, Inc. - Ordinary Shares - Class B
2.97%
Invest with SGLC

What is SGLC?

Our new Large Cap Core exchange traded fund (ETF) is a simple way for investors to participate in an actively managed portfolio, which we believe can be considered for a core holding in an overall investment program. The Fund will invest 80% of its net assets in companies in the Russell 1000 and S&P 500 Indexes, anticipating a return similar to the market, but with equal or less risk than the market.

ETFs related toSGLC

ETFs correlated to SGLC include GAUG, LCTU, DECZ

SGLC
Rbb Fund Inc - SGI U.S. Large Cap Core ETF
GAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - August
LCTU
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
DECZ
Listed Funds Trust - TrueShares Structured Outcome (December) ETF
USPX
Franklin Templeton ETF Trust - Franklin U.S. Equity Index ETF
GSLC
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPUU
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
IVV
BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF
STRV
EA Series Trust - Strive 500 ETF
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toSGLC

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#RB

Rotating Bonds

Category

Getting Defensive, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with SGLC using Composer

FAQ

SGLC is a US Equities ETF. Our new Large Cap Core exchange traded fund (ETF) is a simple way for investors to participate in an actively managed portfolio, which we believe can be considered for a core holding in an overall investment program. The Fund will invest 80% of its net assets in companies in the Russell 1000 and S&P 500 Indexes, anticipating a return similar to the market, but with equal or less risk than the market.

Yes, SGLC is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, SGLC is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SGLC is -0.0057%. This is the percent change in the value of SGLC over the most recent 1-month period. The 3-month return on SGLC is 0.0181%. This is the percent change in the value of SGLC over the most recent 3-month period.

ETFs similar to SGLC include VIG, VYM, and DFAS.

ETFs correlated to SGLC include GAUG, LCTU, and DECZ.

ETFs that are inversely correlated to SGLC include SH, SPDN, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.