ClearBridge Large Cap Growth ESG ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The ClearBridge Large Cap Growth ESG ETF is an actively managed fund that seeks long-term capital appreciation. The fund focuses on global large-cap stocks with positive ESG attributes. |
Category | US Equities |
Fund Sponsor | Legg Mason |
Website | www.leggmason.com |
Inception date | May 22, 2017 |
Assets (mns) | $130 |
Currency | USD |
Expense ratio | 59 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 43 |
Wgt avg mkt cap (mns) | $528,737 |
Large cap (>$10bn) | 99.3% |
Mid cap ($2-10bn) | 0.7% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
AMAZON.COM INC | 8.8 % |
APPLE INC | 5.3 % |
5.3 % | |
MICROSOFT CORP | 4.7 % |
VISA INC-CLASS A SHARES | 4.3 % |
UNITEDHEALTH GROUP INC | 3.5 % |
QUALCOMM INC | 3.2 % |
THERMO FISHER SCIENTIFIC INC | 3.2 % |
SALESFORCE.COM INC | 2.9 % |
ADOBE SYSTEMS INC | 2.8 % | Total | 44.1 % |
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UNITED STATES | 87.1 % |
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BRITAIN | 3.1 % |
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NETHERLANDS | 2.6 % |
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IRELAND | 1.4 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
31.9% | 31.9% | -- | -- | 22.0% |
versus... | Beta | R-squared |
S&P500 | 1.02 | 94% |
MSCI EAFE | 0.92 | 77% |
MSCI Emg. Mkts. | 0.71 | 58% |
Recent close | $49.16 |
30d moving avg. | $49.49 |
Annualized volatility | 19.7% |
Short interest (ETF) | 0.7% |
Relative strength (RSI) | 49 |
Avg. volume (thou.) | 11 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.42% |
ADV underlying (mns) | $70,907 |
FINDING ALTERNATIVE FUNDS
Below is a list of 98 potential alternatives to the ClearBridge Large Cap Growth ESG ETF ETF based on the alternatives' overlap in portfolio holdings with LRGE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | LRGE | Expense: | 59 bp | ALTAR Score™: | 3.4% |
Ticker | Fund Name |
Overlap1 vs LRGE (%) |
Expense ratio (bp) |
Savings vs LRGE (bp) |
ALTAR Score™ (%) |
ALTAR vs LRGE (%) |
CACG | ClearBridge All Cap Growth ETF | 55.2 | 54 | 5 | 3.8 | +0.5 |
TMFC | Motley Fool 100 Index ETF | 40.3 | 50 | 9 | 3.2 | -0.2 |
IWY | iShares Russell Top 200 Growth ETF | 39.1 | 20 | 39 | 3.7 | +0.4 |
SPMO | Invesco S&P 500 Momentum ETF | 38.5 | 13 | 46 | 4.0 | +0.6 |
XLG | Invesco S&P 500 Top 50 ETF | 38.2 | 20 | 39 | 4.2 | +0.8 |
MGK | Vanguard Mega Cap Growth ETF | 38.1 | 7 | 52 | 3.8 | +0.4 |
IGM | iShares Expanded Tech Sector ETF | 36.9 | 46 | 13 | 3.4 | +0.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 36.8 | 4 | 55 | 3.3 | -0.1 |
TECB | iShares US Tech Breakthrough Multisector ETF | 36.8 | 40 | 19 | 3.6 | +0.2 |
QYLD | Global X NASDAQ 100 Covered Call ETF | 35.7 | 60 | -1 | 3.2 | -0.2 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 35.6 | 4 | 55 | 3.8 | +0.4 |
QYLG | Global X Nasdaq 100 Covered Call & Growth ETF | 35.6 | 60 | -1 | 3.2 | -0.2 |
IVW | iShares S&P 500 Growth ETF | 35.6 | 18 | 41 | 3.7 | +0.3 |
OEF | iShares S&P 100 ETF | 35.6 | 20 | 39 | 4.3 | +0.9 |
QQQM | Invesco NASDAQ 100 ETF | 35.5 | 15 | 44 | 3.7 | +0.3 |
QQQ | Invesco QQQ Trust | 35.5 | 20 | 39 | 3.6 | +0.3 |
NUSI | Nationwide Risk-Managed Income ETF | 35.2 | 68 | -9 | 3.1 | -0.3 |
HIPR | Direxion High Growth ETF | 35.1 | 40 | 19 | 4.0 | +0.6 |
VOOG | Vanguard S&P 500 Growth ETF | 35.0 | 10 | 49 | 4.1 | +0.7 |
ESGV | Vanguard ESG U.S. Stock ETF | 34.6 | 12 | 47 | 4.6 | +1.2 |
IWF | iShares Russell 1000 Growth ETF | 34.5 | 19 | 40 | 3.6 | +0.2 |
IETC | iShares Evolved U.S. Technology ETF | 34.2 | 18 | 41 | 3.6 | +0.2 |
IUSG | iShares Core S&P US Growth ETF | 34.0 | 4 | 55 | 3.8 | +0.4 |
VONG | Vanguard Russell 1000 Growth Index Fund | 33.9 | 8 | 51 | 3.7 | +0.3 |
JKE | iShares Morningstar Large-Cap Growth ETF | 33.3 | 25 | 34 | 2.3 | -1.1 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 33.1 | 12 | 47 | 4.1 | +0.8 |
VUG | Vanguard Growth Index Fund | 32.8 | 4 | 55 | 3.6 | +0.3 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 32.5 | 75 | -16 | 3.6 | +0.3 |
EFIV | SPDR S&P 500 ESG ETF | 32.4 | 10 | 49 | 4.7 | +1.3 |
SNPE | Xtrackers S&P 500 ESG ETF | 32.3 | 10 | 49 | 4.7 | +1.3 |
SPQQ | Siren Large Cap Blend Index ETF | 32.1 | 20 | 39 | 4.3 | +0.9 |
ADME | Aptus Drawdown Managed Equity ETF | 31.9 | 79 | -20 | 3.2 | -0.2 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 31.8 | 32 | 27 | 4.6 | +1.2 |
IWL | iShares Russell Top 200 ETF | 31.5 | 15 | 44 | 4.5 | +1.1 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 31.4 | 60 | -1 | 3.7 | +0.3 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 31.3 | 0 | 59 | 4.6 | +1.2 |
MGC | Vanguard Mega Cap Index Fund | 31.2 | 7 | 52 | 4.7 | +1.3 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 30.7 | 27 | 32 | 4.5 | +1.1 |
MTUM | iShares MSCI USA Momentum Factor ETF | 30.6 | 15 | 44 | 2.3 | -1.1 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 30.4 | 49 | 10 | 4.8 | +1.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 30.1 | 15 | 44 | 4.7 | +1.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 29.8 | 20 | 39 | 4.7 | +1.3 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 29.5 | 21 | 38 | 3.0 | -0.4 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 29.4 | 12 | 47 | 5.0 | +1.6 |
ACIO | Aptus Collared Income Opportunity ETF | 29.4 | 79 | -20 | 3.9 | +0.5 |
SYG | SPDR MFS Systematic Growth Equity ETF | 29.0 | 60 | -1 | 3.6 | +0.2 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 28.8 | 20 | 39 | 4.9 | +1.5 |
MMLG | First Trust Multi-Manager Large Growth ETF | 28.6 | 85 | -26 | 1.9 | -1.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 28.6 | 27 | 32 | 4.7 | +1.3 |
PBP | Invesco S&P 500 BuyWrite ETF | 28.5 | 49 | 10 | 4.4 | +1.0 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 28.4 | 60 | -1 | 4.4 | +1.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 28.3 | 15 | 44 | 4.5 | +1.1 |
PWB | Invesco Dynamic Large Cap Growth ETF | 28.2 | 56 | 3 | 2.2 | -1.2 |
VOO | VANGUARD S&P 500 ETF | 28.2 | 3 | 56 | 4.9 | +1.5 |
SPY | SPDR S&P 500 ETF Trust | 28.1 | 9 | 50 | 4.8 | +1.4 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 28.1 | 27 | 32 | 4.4 | +1.0 |
SPLG | SPDR Portfolio Large Cap ETF | 28.1 | 3 | 56 | 4.8 | +1.5 |
IVV | iShares Core S&P 500 ETF | 28.1 | 3 | 56 | 4.8 | +1.5 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 28.0 | 7 | 52 | 4.6 | +1.3 |
PLC | Principal U.S. Large-Cap Multi-Factor Core Index ETF | 28.0 | 15 | 44 | 5.8 | +2.4 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 27.6 | 2 | 57 | 4.7 | +1.3 |
VV | Vanguard Large-Cap Index Fund | 27.4 | 4 | 55 | 4.7 | +1.3 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 27.3 | 29 | 30 | 4.7 | +1.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 27.2 | 4 | 55 | 4.7 | +1.3 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 27.1 | 60 | -1 | 4.5 | +1.1 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 26.8 | 16 | 43 | 5.0 | +1.6 |
SCHX | Schwab U.S. Large-Cap ETF | 26.8 | 3 | 56 | 4.6 | +1.3 |
VEGN | US Vegan Climate ETF | 26.7 | 60 | -1 | 4.1 | +0.7 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 26.6 | 49 | 10 | 3.5 | +0.2 |
STLG | iShares Factors US Growth Style ETF | 26.4 | 25 | 34 | 4.0 | +0.7 |
SPTM | SPDR Portfolio Total Stock Market ETF | 26.4 | 3 | 56 | 4.9 | +1.5 |
XLK | Technology Select Sector SPDR Fund | 26.3 | 13 | 46 | 4.4 | +1.0 |
IYW | iShares U.S. Technology ETF | 26.2 | 43 | 16 | 3.6 | +0.2 |
SFY | SoFi Select 500 ETF | 26.2 | 0 | 59 | 4.6 | +1.3 |
SCHK | Schwab 1000 Index ETF | 26.1 | 5 | 54 | 4.7 | +1.3 |
IWB | iShares Russell 1000 ETF | 26.1 | 15 | 44 | 4.6 | +1.2 |
QUAL | iShares MSCI Usa Quality Factor ETF | 26.0 | 15 | 44 | 5.1 | +1.7 |
IYY | iShares Dow Jones U.S. ETF | 26.0 | 20 | 39 | 4.5 | +1.1 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 25.9 | 9 | 50 | 4.9 | +1.5 |
SPHQ | Invesco S&P 500 Quality ETF | 25.8 | 15 | 44 | 4.5 | +1.1 |
FVAL | Fidelity Value Factor ETF | 25.7 | 29 | 30 | 6.9 | +3.6 |
SFYF | SoFi 50 ETF | 25.7 | 29 | 30 | 0.8 | -2.6 |
FDMO | Fidelity Momentum Factor ETF | 25.7 | 29 | 30 | 2.5 | -0.9 |
ECOZ | TrueMark ESG Active Opportunities ETF | 25.6 | 58 | 1 | 3.1 | -0.3 |
FTEC | Fidelity MSCI Information Technology Index ETF | 25.6 | 8 | 51 | 4.1 | +0.7 |
IQSU | IQ Candriam ESG US Equity ETF | 25.4 | 9 | 50 | 4.6 | +1.2 |
VTHR | Vanguard Russell 3000 Index Fund | 25.3 | 10 | 49 | 4.5 | +1.1 |
VGT | Vanguard Information Technology Index Fund | 25.2 | 10 | 49 | 4.1 | +0.7 |
EDOW | First Trust Dow 30 Equal Weight ETF | 24.9 | 50 | 9 | 5.2 | +1.8 |
SUSA | iShares MSCI USA ESG Select ETF | 24.8 | 25 | 34 | 4.3 | +0.9 |
IWV | iShares Russell 3000 ETF | 24.7 | 20 | 39 | 4.4 | +1.0 |
SCHB | Schwab U.S. Broad Market ETF | 24.7 | 3 | 56 | 4.5 | +1.2 |
FMK | First Trust Mega Cap AlphaDEX Fund | 24.6 | 70 | -11 | 5.0 | +1.6 |
QLC | FlexShares US Quality Large Cap Index Fund | 24.6 | 32 | 27 | 4.5 | +1.1 |
VNSE | Natixis Vaughan Nelson Select ETF | 24.6 | 85 | -26 | 2.7 | -0.7 |
FQAL | Fidelity Quality Factor ETF | 24.5 | 29 | 30 | 5.1 | +1.7 |
RESP | WisdomTree US ESG Fund of Benef Interest | 24.5 | 28 | 31 | 5.2 | +1.8 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 24.5 | 3 | 56 | 4.5 | +1.1 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
ClearBridge Large Cap Growth ESG ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
UNDERWEIGHT |
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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