AIVL vs. CBLS ETF Comparison
Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to Changebridge Capital Long/Short Equity ETF (CBLS)
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$112.69
Average Daily Volume
1,996
100
CBLS
Changebridge Capital Long/Short Equity ETF
CBLS Description
The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.83
Average Daily Volume
2,139
63
Performance
| Period | AIVL | CBLS |
|---|---|---|
| 30 Days | 1.89% | 4.28% |
| 60 Days | 3.12% | 5.58% |
| 90 Days | 4.50% | 5.18% |
| 12 Months | 26.86% | 35.65% |
AIVL Overweight 95 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | 4.35% | |
| XOM | B | 3.99% | |
| MDT | D | 3.33% | |
| CMCSA | B | 3.3% | |
| MO | A | 3.25% | |
| NI | A | 3.04% | |
| OTIS | C | 3.0% | |
| ABT | B | 2.89% | |
| NDAQ | A | 2.77% | |
| FTV | C | 2.76% | |
| A | D | 2.71% | |
| HWM | A | 2.68% | |
| ICE | C | 2.65% | |
| CME | B | 2.61% | |
| ROP | B | 2.55% | |
| WY | F | 2.15% | |
| TDY | B | 2.05% | |
| TXT | D | 1.95% | |
| HON | C | 1.8% | |
| CNP | A | 1.7% | |
| HPE | B | 1.68% | |
| PPG | F | 1.56% | |
| HOLX | D | 1.41% | |
| FDS | B | 1.38% | |
| KO | D | 1.37% | |
| CNC | D | 1.34% | |
| PCG | A | 1.22% | |
| AMCR | C | 1.13% | |
| CVX | A | 1.12% | |
| JCI | B | 0.99% | |
| SBAC | D | 0.92% | |
| OXY | D | 0.9% | |
| LKQ | F | 0.78% | |
| LHX | C | 0.72% | |
| NSA | C | 0.69% | |
| QGEN | D | 0.69% | |
| PM | B | 0.66% | |
| KEYS | A | 0.63% | |
| WRB | A | 0.62% | |
| RBLX | C | 0.57% | |
| M | F | 0.56% | |
| ZBH | C | 0.54% | |
| XP | F | 0.52% | |
| ESI | B | 0.51% | |
| RGA | A | 0.5% | |
| HUN | F | 0.48% | |
| KHC | F | 0.47% | |
| AMKR | D | 0.43% | |
| CNH | C | 0.42% | |
| DOW | F | 0.42% | |
| AM | A | 0.42% | |
| HXL | F | 0.39% | |
| LNC | C | 0.38% | |
| GPC | D | 0.36% | |
| DCI | B | 0.36% | |
| BAX | F | 0.36% | |
| WEN | D | 0.35% | |
| BRK.A | B | 0.32% | |
| GEHC | D | 0.3% | |
| GNTX | C | 0.29% | |
| GTES | A | 0.28% | |
| CW | C | 0.28% | |
| MDU | D | 0.28% | |
| BEN | C | 0.27% | |
| HEI | A | 0.27% | |
| PINC | B | 0.27% | |
| CSX | C | 0.26% | |
| HII | F | 0.26% | |
| DXC | B | 0.26% | |
| IEX | C | 0.26% | |
| ORI | A | 0.26% | |
| RYAN | A | 0.26% | |
| UPS | C | 0.25% | |
| MNST | C | 0.25% | |
| UGI | C | 0.25% | |
| SBUX | A | 0.25% | |
| HST | C | 0.25% | |
| INCY | C | 0.25% | |
| REYN | D | 0.25% | |
| USB | A | 0.25% | |
| BWA | D | 0.25% | |
| BDX | F | 0.24% | |
| BSY | F | 0.24% | |
| COTY | F | 0.24% | |
| TRIP | F | 0.24% | |
| DLB | B | 0.24% | |
| EXC | C | 0.24% | |
| JKHY | D | 0.24% | |
| TECH | F | 0.24% | |
| FR | D | 0.24% | |
| KMB | C | 0.24% | |
| ASH | F | 0.23% | |
| CAG | F | 0.23% | |
| ED | C | 0.23% | |
| SWKS | F | 0.23% |
AIVL Underweight 58 Positions Relative to CBLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -3.31% | |
| LNG | A | -3.31% | |
| WTTR | A | -3.07% | |
| AMZN | C | -2.83% | |
| GTLS | A | -2.81% | |
| MGNI | B | -2.76% | |
| WMT | A | -2.75% | |
| SKY | A | -2.73% | |
| COST | A | -2.64% | |
| ORCL | A | -2.62% | |
| STRL | A | -2.54% | |
| CCL | A | -2.49% | |
| RDDT | A | -2.45% | |
| OSW | B | -2.43% | |
| IBN | C | -2.38% | |
| ECL | D | -2.32% | |
| GD | D | -2.32% | |
| NARI | C | -2.3% | |
| ROL | B | -2.28% | |
| D | C | -2.24% | |
| AER | A | -2.24% | |
| VST | A | -2.23% | |
| SO | C | -2.23% | |
| NEE | C | -2.12% | |
| ERJ | A | -2.12% | |
| HUMA | F | -2.11% | |
| SCHW | B | -2.08% | |
| MC | C | -1.98% | |
| ETR | B | -1.93% | |
| SCI | B | -1.92% | |
| DELL | B | -1.91% | |
| TDG | D | -1.78% | |
| CRSP | D | -0.86% | |
| KLG | B | --0.49% | |
| POST | C | --0.5% | |
| GIS | D | --0.51% | |
| PEP | F | --0.51% | |
| DOOO | F | --0.9% | |
| TTC | C | --0.93% | |
| R | B | --0.95% | |
| GIII | D | --0.97% | |
| PFE | F | --1.06% | |
| SIG | B | --1.07% | |
| JNJ | C | --1.1% | |
| MRNA | F | --1.15% | |
| MIDD | C | --1.16% | |
| ROK | C | --1.17% | |
| ENR | B | --1.19% | |
| NVO | F | --1.3% | |
| LLY | F | --1.37% | |
| F | C | --1.41% | |
| DE | B | --1.45% | |
| HELE | C | --1.71% | |
| HSY | F | --1.75% | |
| VSAT | F | --1.75% | |
| GOGO | C | --1.77% | |
| NOW | A | --1.8% | |
| TSLA | B | --2.63% |
AIVL: Top Represented Industries & Keywords
CBLS: Top Represented Industries & Keywords
Compare ETFs
