SHAPX
ClearBridge Appreciation A
1W: -1.0%
1M: -0.7%
3M: +0.5%
YTD: +6.3%
1Y: -5.8%
3Y: +43.3%
5Y: +45.0%
$37.38
+0.31 (+0.84%)
Weekly Expected Move ±1.2%
$36
$37
$37
$38
$38
Similar ETFs
20 peers by holdings overlap (62 holdings)
HAVGX
Haverford Quality Growth Stock Fund
62.4%
Shared39 holdings
Total34
AUM$304M
Price$26.47
CVTRX
Calamos Growth & Income Fund Class A
55.9%
Shared34 holdings
Total89
AUM$3.5B
Price$59.90
SWANX
Schwab Core Equity
54.6%
Shared24 holdings
Total58
AUM$1.5B
Price$26.86
LKBAX
LKCM Balanced Fund
54.3%
Shared50 holdings
Total55
AUM$105M
Price$29.00
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
54.0%
Shared27 holdings
Total66
AUM$1.4B
Price$32.29
CSQ
Calamos Strategic Total Return Fund
53.5%
Shared33 holdings
Total152
AUM$3.3B
Price$20.47
SIBAX
Sit Balanced
52.8%
Shared25 holdings
Total71
AUM$76M
Price$40.31
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
52.5%
Shared22 holdings
Total50
AUM$547M
Price$8.13
EOI
Eaton Vance Enhanced Equity Income Fund
52.5%
Shared22 holdings
Total50
AUM$814M
Price$19.85
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
52.0%
Shared23 holdings
Total54
AUM$2.3B
Price$14.18
HAIAX
Hartford Core Equity A
51.7%
Shared23 holdings
Total75
AUM$11.8B
Price$59.45
FFA
First Trust Enhanced Equity Income Fund
51.6%
Shared35 holdings
Total62
AUM$444M
Price$22.21
PNOPX
Putnam Sustainable Leaders Fund
51.6%
Shared21 holdings
Total57
AUM$6.9B
Price$130.75
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
51.3%
Shared53 holdings
Total500
AUM$2.1B
Price$21.44
NGUAX
Neuberger Large Cap Growth Fund Investor Class
51.2%
Shared21 holdings
Total49
AUM$2.8B
Price$32.74
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
51.0%
Shared35 holdings
Total501
AUM$337M
Price$18.74
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
51.0%
Shared28 holdings
Total86
AUM$194M
Price$65.83
DLCEX
Dana Large Cap Equity Fund
50.8%
Shared36 holdings
Total51
AUM$70M
Price$23.79
CAHEX
Calamos Hedged Equity Income Fund Class A
50.6%
Shared46 holdings
Total261
AUM$878M
Price$20.66
BBGLX
Bridge Builder Large Cap Growth
50.4%
Shared40 holdings
Total308
AUM$31.8B
Price$28.15
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAPX | $9.7B | 59 | 42.1% | 15.6 | 4.3 | 4.5 | 32.1% | 28.5% | 1.16% | +19.0% | +40.2% | 61.5 | 6.4 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| SWANX | $1.5B | 58 | 55.9% | 14.6 | 4.5 | 4.7 | 36.3% | 32.0% | 1.24% | +17.0% | +42.6% | 60.0 | 6.3 |
| LKBAX | $105M | 55 | 56.8% | 14.7 | 3.7 | 3.2 | 28.1% | 22.0% | 1.63% | +16.4% | +25.7% | 60.2 | 6.4 |
| AWEIX | $1.4B | 66 | 45.0% | 14.9 | 4.4 | 4.3 | 34.3% | 29.0% | 1.33% | +19.1% | +43.4% | 64.5 | 6.4 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| SIBAX | $76M | 71 | 34.7% | 15.1 | 4.7 | 4.9 | 36.8% | 32.5% | 1.38% | +21.0% | +48.5% | 58.3 | 6.4 |
| ETJ | $547M | 50 | 47.0% | 16.0 | 4.8 | 4.4 | 34.9% | 27.2% | 0.88% | +21.5% | +37.6% | 62.1 | 6.5 |
| EOI | $814M | 50 | 47.7% | 16.1 | 4.8 | 4.4 | 34.8% | 27.2% | 0.88% | +21.5% | +37.4% | 62.1 | 6.5 |
| ETY | $2.3B | 54 | 51.3% | 16.3 | 4.9 | 4.4 | 35.2% | 27.1% | 0.87% | +21.9% | +41.1% | 62.2 | 6.5 |