CBLS vs. ESGX ETF Comparison
Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Tuttle Capital Shareholders First Index ETF (ESGX)
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
ESGX
Tuttle Capital Shareholders First Index ETF
ESGX Description
ESGX invests in US-listed companies determined to have high shareholder value, unencumbered by ESG restrictions, such as political stances or conforming to a greater social goal of stakeholder capitalism. Using a proprietary methodology, the fund assigns stocks with shareholder value creation and financial metric scores. The shareholder value creation score considers information on corporate donations, advocacy, activities, and policies gathered from different data sources. The financial metrics score separately calculates a securitys one-year and five-year price performance, closing price, cash, revenue, debt-to-equity ratio, average dividend yield, profit margin, and market capitalization. Companies are ranked according to the highest shareholder value creation and financial metric scores. The fund selects and weights 50 companies from the resulting sets of filtered companies. The index is rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$25.79
Average Daily Volume
101
49
Performance
| Period | CBLS | ESGX |
|---|---|---|
| 30 Days | 4.28% | -0.71% |
| 60 Days | 5.58% | 0.93% |
| 90 Days | 5.18% | |
| 12 Months | 35.65% |
CBLS Overweight 60 Positions Relative to ESGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 3.31% | |
| LNG | A | 3.31% | |
| WTTR | A | 3.07% | |
| INTC | C | 2.91% | |
| AMZN | C | 2.83% | |
| MGNI | B | 2.76% | |
| WMT | A | 2.75% | |
| SKY | A | 2.73% | |
| BWXT | B | 2.7% | |
| 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% | |
| RTX | D | 2.29% | |
| 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% | |
| KDP | F | -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% | |
| AME | A | -1.2% | |
| 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% |
CBLS Underweight 46 Positions Relative to ESGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| WST | C | -2.51% | |
| TYL | B | -2.4% | |
| VTRS | A | -2.37% | |
| SEIC | B | -2.33% | |
| NWS | A | -2.33% | |
| RLI | A | -2.33% | |
| VNO | C | -2.3% | |
| GEF | A | -2.27% | |
| TPX | B | -2.26% | |
| JBHT | C | -2.24% | |
| EVRG | A | -2.21% | |
| PNR | A | -2.19% | |
| SLGN | A | -2.17% | |
| VRSN | C | -2.16% | |
| SYY | D | -2.14% | |
| IBOC | B | -2.11% | |
| EHC | B | -2.1% | |
| FFIV | B | -2.08% | |
| KIM | A | -2.07% | |
| SYNA | C | -2.06% | |
| PNW | A | -2.06% | |
| TDY | B | -2.05% | |
| DCI | B | -2.04% | |
| DXCM | C | -2.02% | |
| MANH | D | -1.97% | |
| RVTY | F | -1.95% | |
| KEYS | A | -1.92% | |
| FRT | B | -1.91% | |
| LKQ | F | -1.88% | |
| HST | C | -1.88% | |
| MAA | B | -1.85% | |
| STE | D | -1.82% | |
| POOL | C | -1.82% | |
| CNP | A | -1.81% | |
| SWKS | F | -1.81% | |
| O | C | -1.75% | |
| GPC | D | -1.74% | |
| WEX | D | -1.7% | |
| MCHP | F | -1.69% | |
| KNSL | B | -1.67% | |
| EGP | D | -1.67% | |
| BCO | F | -1.54% | |
| LNTH | D | -1.52% | |
| HII | F | -1.45% | |
| QRVO | F | -1.19% | |
| ENPH | F | -1.09% |
CBLS: Top Represented Industries & Keywords
ESGX: Top Represented Industries & Keywords
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